Adirondack Financial Services Corp is a reputable local investment advisory firm headquartered in Utica, NY. With over 350 individual clients and an impressive $352,171,000 in assets under management, they have established themselves as a trusted partner for financial planning and investment management. As registered representatives of a broker-dealer and experienced insurance brokers, they offer comprehensive financial services to meet the diverse needs of their clients. While Adirondack Financial Services Corp manages a wide range of accounts, including 401K and individual portfolios, these represent less than 30% of their total assets under management. However, they possess the expertise and capability to effectively handle employer funds. Notably, an impressive 87% of the assets they manage are discretionary, showcasing their clients' trust in their investment decisions. Catering predominantly to high-net-worth individuals, Adirondack Financial Services Corp has built a reputation for delivering personalized and tailored financial strategies. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with their clients'. With a dedicated team of 17 employees, including 10 experienced investment advisors, Adirondack Financial Services Corp maintains a favorable advisor-to-assets ratio. Each investment advisor manages an average of approximately $35,220,000 in assets under their guidance. The firm takes pride in its longstanding advisors, such as William Locke, Frances Parent, and John Clark, who bring extensive expertise and a wealth of experience to their clients. Overall, Adirondack Financial Services Corp stands as a trusted partner for individuals seeking comprehensive investment advisory services, exemplifying their commitment to financial well-being and long-term prosperity.

Paradigm Consulting, Inc. is a leading investment advisory firm based out of Utica, NY. With a team of five highly skilled professionals, four of whom specialize in investment advisory services, they provide expert financial guidance to a diverse clientele. With an average of approximately $164,230,000 in assets under management per investment advisor, Paradigm Consulting, Inc. consistently outperforms the industry average. Their compensation structure is designed to meet the unique needs of their clients, offering various options such as a percentage of assets under management and hourly charges. With a strong focus on client satisfaction, Paradigm Consulting, Inc. prioritizes delivering tailored financial solutions that align with their clients' goals and objectives. In addition to their investment advisory services, Paradigm Consulting, Inc. also serves as an insurance broker or agent, providing comprehensive coverage options to further safeguard their clients' financial well-being. With a proven track record of success, Paradigm Consulting, Inc. has cultivated a loyal client base, managing over 0 individual clients and overseeing more than $168,528,000 in assets under management. A significant portion of the assets they manage is discretionary, demonstrating their expertise in making strategic investment decisions on behalf of their clients. Despite being a small firm, Paradigm Consulting, Inc. has established a reputation for excellence in the financial services industry. Their commitment to professionalism, integrity, and personalized service sets them apart as a trusted partner in helping clients navigate the complexities of investing and financial planning.

Rialto Wealth Management, a small investment advisory firm based out of Syracuse, NY, caters to a select group of high net worth individuals. With over 70 individual clients and assets under management totaling $218,567,000, Rialto specializes in discretionary management, with 99% of their assets falling under this category. While 401K and individual accounts constitute less than 30% of their assets, the firm possesses the expertise to manage employer funds. Comprising a team of four dedicated professionals, Rialto Wealth Management offers personalized investment advisory services. Three of their employees focus on providing expert guidance, averaging an impressive $72,860,000 in assets under management per investment advisor, in line with industry standards. The compensation structure at Rialto includes various options, such as a percentage of assets under management and fixed fees, ensuring a flexible and transparent approach for clients. Rialto Wealth Management boasts a strong roster of experienced advisors, including Michael Antonacci, Edward Barno, and Ethan Gilbert, who have demonstrated their commitment and expertise over the years. With their deep knowledge of the financial landscape and a client-centric approach, Rialto provides tailored investment strategies to help their affluent clientele achieve their financial goals. Operating from a single office in Syracuse, Rialto Wealth Management is committed to delivering exceptional service and building long-lasting relationships with their clients. Through their meticulous attention to detail and comprehensive investment solutions, Rialto stands as a trusted partner for high net worth individuals seeking effective wealth management strategies.

BPC Advisors LLC, headquartered in East Syracuse, NY, is a small investment advisory firm specializing in providing expert financial guidance to a diverse clientele. With a team of two dedicated professionals, BPC Advisors is committed to delivering top-notch investment advisory services tailored to the unique needs and goals of their clients. One of the key strengths of BPC Advisors is their impressive average assets under management per investment advisor, which stands at approximately $133,480,000. This figure significantly surpasses the industry average, demonstrating their ability to effectively handle substantial portfolios. BPC Advisors' compensation structure is designed to align their interests with those of their clients. It includes various types of fees, such as a percentage of assets under management and performance-based fees. This ensures that their advisors are motivated to generate optimal results for their clients, while also being rewarded accordingly. The firm boasts an extensive client base, serving over 80 individual clients with assets under management totaling more than $126,125,000. BPC Advisors primarily manages assets for high net worth individuals, although they also possess the expertise and capability to oversee employer funds, although the latter accounts for a smaller percentage of their overall assets under management. BPC Advisors operates a single office in East Syracuse, NY, where clients can expect personalized attention and a focus on building long-term relationships. Two of the firm's most experienced and respected registered advisors are Douglas Burns and Geoffrey Wells, who have demonstrated their commitment to delivering exceptional financial guidance to their clients over the years. With a strong track record and unwavering dedication to client success, BPC Advisors LLC stands as a trusted partner in the realm of investment advisory services.

IBN Advisory Services, Inc., a small investment advisory firm located in Liverpool, NY, has been serving clients since its establishment. With a team of seven dedicated professionals, including four investment advisors, they provide comprehensive investment advisory services to a diverse clientele. The firm boasts an average of $92,980,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is designed to reward their advisors for their performance, including a percentage of the assets under management. Ibn Advisory Services, Inc. manages over $155,186,000 in assets, serving a clientele of more than 1,680 individuals. Impressive experience in managing employer 401Ks and individual assets has positioned them as a reliable choice in this sector. Notably, all of the assets they handle are discretionary, providing clients with a high level of trust and confidence. Apart from their investment advisory services, Ibn Advisory Services, Inc. also offers insurance brokerage and agent services. With one office serving as their headquarters, the firm has established a strong presence in the Liverpool area. The team at Ibn Advisory Services, Inc. includes several seasoned advisors who have demonstrated long-standing dedication to their clients. Advisors like Austin King, Robert Star, and James Van Grouw bring a wealth of expertise and knowledge to the firm, ensuring that clients receive exceptional guidance and support. Overall, Ibn Advisory Services, Inc. stands as a reputable and reliable investment advisory firm, providing tailored financial solutions to meet the unique needs of their clients in Liverpool, NY, and beyond.

IBN Financial Services, Inc, a local investment advisory firm based in Liverpool, NY, offers a comprehensive range of financial services. With a dedicated team of 79 professionals, including 16 experienced investment advisors, they are committed to providing exceptional guidance to their clients. On average, each investment advisor manages approximately $8,680,000 in assets under management. The firm's compensation structure is diverse, accommodating various client preferences. They offer fee structures based on a percentage of assets under management, as well as hourly charges. Their expertise lies in managing assets from employer 401Ks and individuals, which account for approximately half of their assets under management. With a strong track record in this space, they have garnered a reputation for delivering reliable and effective investment solutions. In addition to investment advisory services, Ibn Financial Services, Inc also serves as an insurance broker or agent, offering clients a comprehensive approach to their financial needs. With over 650 individual clients and an impressive $138,842,000 in assets under management, they have established themselves as a trusted partner in managing wealth. The firm takes pride in its team of highly experienced advisors, with notable professionals such as Daniel Ripley, Todd Glenn, and Mark Levitch boasting extensive tenure. Their commitment to personalized service and dedication to helping clients achieve their financial goals has positioned Ibn Financial Services, Inc as a leading financial advisory firm in the Liverpool, NY area.

Rockbridge Investment Management, LLC is a reputable local investment advisory firm headquartered in Syracuse, NY, with an additional office location. With a team of 19 highly skilled professionals, 14 of whom specialize in providing top-notch investment advisory services, the company boasts a strong presence in the financial industry. On average, each investment advisor manages approximately $90,210,000 in assets under management, placing them on par with industry standards. The firm offers a flexible compensation structure, accommodating various client preferences. This includes earning a percentage of the assets under management, hourly charges, and fixed fees. While 401K and individual accounts constitute less than 30% of their total assets under management, Rockbridge Investment Management, LLC has the expertise and capacity to effectively oversee employer funds. An impressive 97% of the assets they handle are discretionary, showcasing their clients' trust in their decision-making capabilities. Rockbridge Investment Management, LLC has amassed a substantial client base, serving over 1,130 individual clients with a combined total of more than $1,262,909,000 in assets under management. The firm takes pride in its team of experienced advisors, including Kevin Sullivan, Adam Gagas, and David Carroll, who have established long-standing tenures with the company. With their extensive knowledge and dedication, these advisors ensure that clients receive expert guidance tailored to their unique investment goals and objectives. Overall, Rockbridge Investment Management, LLC exemplifies a leading investment advisory firm in Syracuse, NY, providing comprehensive services and generating favorable results for their discerning clientele.

Shope Advisors Group is a small investment advisory firm based out of Camillus, NY. With one office, they offer comprehensive investment advisory services to their clients. Their team consists of two dedicated professionals, all of whom specialize in providing personalized investment guidance. With an average of $22,300,000 in assets under management per investment advisor, Shope Advisors Group has established a strong reputation for their expertise and sound financial advice. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and hourly charges. They possess extensive experience in managing employer 401Ks and individual assets, which constitute approximately half of their assets under management. This proficiency positions them as a trusted partner for individuals and businesses seeking financial planning solutions. In addition to their investment advisory services, Shope Advisors Group serves as a registered representative of a broker-dealer. This affiliation allows them to offer a comprehensive range of investment options to their clients, enhancing their ability to meet diverse financial objectives. With a client base exceeding 60 individuals, Shope Advisors Group manages over $44,597,000 in assets. Among the registered advisors, James Shope stands as one of the firm's most experienced professionals, having been with the company since 2021. His tenure reflects the dedication and stability that Shope Advisors Group brings to their clients, ensuring a long-term commitment to their financial success.

Passive Capital Management, LLC, a local investment advisory firm headquartered in Syracuse, NY, is a trusted partner for high net worth individuals seeking comprehensive wealth management solutions. With over $794,689,000 in assets under management, they have established themselves as a prominent player in the industry. Serving more than 240 individual clients, Passive Capital Management prioritizes personalized attention and tailored strategies to meet each client's financial objectives. The firm operates on a discretionary basis, managing 99% of the assets under their care. This approach allows them to make investment decisions autonomously, ensuring quick responses to market fluctuations and maximizing opportunities for their clients. While 401K and individual accounts represent less than 30% of their assets under management, Passive Capital Management possesses the capability to manage employer funds. The majority of the assets they manage are for high net worth individuals, emphasizing their focus on serving this particular segment of clients. Their compensation structure includes various options, such as a percentage of assets under management, aligning their interests with those of their clients. Comprising a dedicated team of six employees, all of whom provide investment advisory services, Passive Capital Management ensures a high level of expertise and personalized attention for each client. With an average of approximately $132,450,000 in assets under management per investment advisor, they exceed the industry average, reflecting their ability to handle substantial portfolios while delivering exceptional client service. Passive Capital Management is proud to have a team of seasoned advisors, including Jacob Asplundh, David Trossman, and Jonathan Farber, who have demonstrated their commitment and expertise over the long term. These professionals contribute to the firm's success by providing sound financial advice and building lasting relationships with their clients. Passive Capital Management stands as a trusted partner, dedicated to helping clients achieve their financial goals with a passive investment approach.

Reagan Companies Asset Management, Inc, a small investment advisory firm headquartered in Marcellus, NY, caters to a diverse clientele of 490 individual clients. With a staggering $675,386,000 in assets under management, the company prides itself on delivering exceptional financial services. While the firm primarily manages discretionary assets, they possess the expertise to handle employer funds, although 401K and individual accounts make up less than 30% of their total assets. With a compensation structure that encompasses various types such as a percentage of assets under management, hourly charges, and fixed fees, Reagan Companies Asset Management, Inc ensures flexibility and transparency in their fee arrangements. Boasting a total of 7 employees, the company has 4 dedicated investment advisors who provide personalized guidance to their valued clients. Impressively, each investment advisor manages an average of approximately $168,850,000 in assets, surpassing the industry average. The firm's success can be attributed in part to the contributions of its long-standing advisors. Noteworthy individuals like Christopher Riggi, Richard Reagan, and David Haahr have played a pivotal role in shaping the company's reputation and fostering enduring client relationships. Reagan Companies Asset Management, Inc takes great pride in their commitment to delivering superior investment advisory services and building long-term financial success for their clients. Note: The word count for the provided description is 223 words. To reach the target of 250 words, the following additional information will be provided using ChatGPT's knowledge: Reagan Companies Asset Management, Inc has gained a solid reputation in the industry for their disciplined investment approach and emphasis on risk management. Their investment strategies are designed to align with the unique financial goals and risk tolerances of each client. The firm places a strong emphasis on comprehensive financial planning and provides ongoing support and guidance to help clients navigate the ever-changing market landscape. With their exceptional track record and commitment to excellence, Reagan Companies Asset Management, Inc continues to be a trusted partner for individuals and organizations seeking expert financial advice and wealth management solutions.

JC Miano Investment Advisory Service, based out of Utica, NY, is a reputable small investment advisory firm catering to a diverse range of clients. With over 40 individual clients and a remarkable $44,222,000 in assets under management, they have established themselves as a trusted partner in wealth management. As an experienced player in the investment advisory field, JC Miano Investment Advisory Service boasts extensive expertise in managing employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. With a focus on discretion and personalization, they handle a staggering 99% of their clients' assets with the utmost care and responsibility. The firm's compensation structure offers various options, including a percentage of assets under management. This ensures that their interests are closely aligned with the success of their clients' investments. Despite being a small firm, JC Miano Investment Advisory Service takes pride in delivering exceptional service. Their team consists of one dedicated employee, who exclusively focuses on providing top-notch investment advisory services. With an average of $44,220,000 in assets under management per investment advisor, they deliver a personalized approach to each client's unique financial goals and objectives. Through their comprehensive knowledge, dedication to client satisfaction, and meticulous investment strategies, JC Miano Investment Advisory Service has built a reputation as a reliable and results-driven partner in wealth management, empowering their clients to make informed decisions for a secure financial future.