Carosa, Stanton & Depaolo Asset Management, LLC, based out of Mendon, NY, is a distinguished investment advisory firm specializing in managing high-value assets. With a team of three talented professionals, including two dedicated investment advisors, the firm provides top-notch financial services to a diverse clientele. Their impressive average of approximately $4,949,000,000 in assets under management per investment advisor surpasses industry standards, demonstrating their exceptional expertise. Carosa, Stanton & Depaolo's compensation structure is comprehensive, incorporating various methods such as a percentage of assets under management. They proudly serve over 20 individual clients, expertly managing assets exceeding $35,544,000. Notably, their extensive experience and strong track record in handling employer 401Ks and individual assets make them a trusted choice in the industry. Operating exclusively on a discretionary basis, the firm prides itself on providing comprehensive investment solutions tailored to each client's unique goals and risk tolerance. With two offices, Carosa, Stanton & Depaolo Asset Management, LLC combines local accessibility with global financial expertise. As a small firm, they prioritize building strong relationships with their clients, offering personalized attention and sound financial advice. Their commitment to excellence, demonstrated by their high average assets under management and notable client base, sets them apart in the investment advisory field. Carosa, Stanton & Depaolo Asset Management, LLC is a trusted partner for individuals and organizations seeking exceptional financial management services.

The Pitti Group Wealth Management, LLC is a highly reputable investment advisory firm based in Victor, NY, with two offices catering to a diverse clientele. With a team of six dedicated employees, four of whom provide expert investment advisory services, the firm delivers comprehensive wealth management solutions. The investment advisors at The Pitti Group Wealth Management, LLC demonstrate their competence by managing an average of approximately $48,090,000 in assets, aligning with industry standards. Their compensation structure offers clients a range of options, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, providing flexibility to meet individual needs. The firm boasts a robust client base, serving over 400 individuals and managing assets exceeding $260,000,000. The Pitti Group Wealth Management, LLC's experience in managing employer 401K plans and individual accounts is evident, with approximately half of their assets under management originating from these sources. An impressive 62% of the assets they manage are under discretionary authority, showcasing their ability to make informed investment decisions on behalf of their clients. This discretionary approach allows for proactive portfolio management aligned with clients' financial goals. The Pitti Group Wealth Management, LLC takes pride in its small but highly competent team, consisting of experienced professionals in the field. Angelo Costanza, Matthew Pitti, and Anthony Pitti are among the firm's longest-tenured advisors, bringing their wealth of knowledge and expertise to the forefront. Located in Victor, NY, The Pitti Group Wealth Management, LLC continues to establish itself as a trusted partner in providing comprehensive wealth management services, ensuring the financial success and security of their valued clients.

Milestones Private Investment Advisors LLC, based out of Fairport, NY, is a reputable small investment advisory firm catering to the financial needs of high net worth individuals. With over 170 individual clients and a total of $149,847,000 in assets under management, they provide personalized investment advice and wealth management solutions. Milestones Private Investment Advisors LLC operates from a single office and has a team of three dedicated professionals, two of whom are experienced investment advisors. Their diverse compensation structure allows clients to choose from various options, including a percentage of assets under management, hourly charges, and fixed fees. While their portfolio includes a range of investment accounts, including 401Ks and individual accounts, these represent less than 30% of the assets managed. However, the firm does possess the expertise to effectively manage employer funds. Notably, 54% of the assets they manage are discretionary, indicating a high level of trust placed in their investment strategies. Milestones Private Investment Advisors LLC's investment advisory services demonstrate a track record of success, with an average of $74,920,000 in assets under management per investment advisor, aligning with the industry average. Within the firm, Heather Proctor and Mark Buscher are recognized as two of the longest-tenured registered advisors, showcasing their extensive experience and commitment to client satisfaction. With a focus on delivering tailored investment solutions and a proven ability to preserve and grow their clients' wealth, Milestones Private Investment Advisors LLC stands as a reliable partner for individuals seeking comprehensive and effective financial guidance.

Geovest Advisors Inc, based out of Fairport, NY, is a prominent local investment advisory firm that caters to over 110 individual clients, managing a staggering $105,299,000 in assets. With a solid track record in the industry, Geovest Advisors specializes in providing comprehensive investment solutions and financial guidance to their diverse clientele. The firm operates from a single office and offers a range of services, including acting as a commodity pool operator or commodity trading advisor, both registered and exempt from registration as required. Notably, Geovest Advisors has established a strong foothold in managing employer 401Ks and individual investment portfolios, showcasing their expertise and experience in this particular space. Impressively, 96% of the assets under Geovest Advisors' management are discretionary, indicating the level of trust their clients place in their investment strategies. The firm employs a team of six dedicated professionals, all of whom are highly skilled in delivering top-notch investment advisory services. Geovest Advisors' compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to tailor their services to meet the unique needs and preferences of their valued clients. With an average of approximately $17,550,000 in assets under management per investment advisor, Geovest Advisors exemplifies their commitment to delivering personalized attention and exceptional financial guidance to each client they serve. As a result, they have solidified their reputation as a trusted and reliable partner in helping individuals and businesses achieve their financial goals.

Armbruster Capital Management, Inc., based out of Pittsford, NY, is a leading local investment advisory firm with a track record of success. With over 170 individual clients and a staggering $670,479,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Their expertise extends beyond individual and 401K accounts, as they possess the capability to effectively manage employer funds. A remarkable 94% of the assets they oversee are discretionary, reflecting their clients' confidence in the firm's investment strategies. Armbruster Capital Management, Inc. primarily caters to high net worth individuals, whose portfolios make up the majority of their managed assets. The firm's compensation structure is diverse, incorporating various methods, such as a percentage of assets under management. With a team of 7 dedicated employees, all of whom provide exceptional investment advisory services, Armbruster Capital Management, Inc. ensures that each client receives personalized attention and tailored solutions. On average, their investment advisors manage approximately $95,780,000 in assets, aligning with the industry average. Notably, the firm boasts a team of seasoned advisors, including Craig Julien, Tarryn Rozen, and Mark Armbruster, who have been with the company for an extended period, contributing to the firm's wealth of knowledge and experience. Armbruster Capital Management, Inc. continues to thrive as a reputable and client-focused investment advisory firm, committed to delivering excellent results and preserving their clients' wealth for generations to come.

Manning & Napier Advisors, LLC, based out of Fairport, NY, is a leading regional investment advisory firm with over 1,650 individual clients and a remarkable $17,037,863,000 in assets under management. With four strategically located offices, the firm caters to a diverse range of clients, offering personalized financial solutions tailored to meet their unique investment goals. In addition to their comprehensive portfolio management services, Manning & Napier Advisors, LLC specializes in serving as a commodity pool operator or commodity trading advisor, ensuring their clients have access to a wide range of investment options. While their 401K and individual accounts account for less than 30% of their total assets under management, the firm possesses the expertise and capabilities to effectively manage employer funds. With a commitment to delivering exceptional service and generating favorable investment outcomes, Manning & Napier Advisors, LLC operates under a discretionary management model. Their compensation structure includes various types, with a percentage of assets under management being one of the key components. Employing a dedicated team of 251 professionals, including 150 experienced investment advisors, Manning & Napier Advisors, LLC boasts an average of approximately $113,590,000 in assets under management per investment advisor, aligning with industry standards. The firm takes pride in the tenure of its advisors, with notable individuals like James Herbst, Robert Conrad, and Craig Abbott contributing their extensive expertise and insight to the company's success. Overall, Manning & Napier Advisors, LLC stands as a trusted partner for individuals and institutions seeking comprehensive investment advisory services, ensuring their clients' financial well-being and growth.

Karpus Investment Management, based out of Pittsford, NY, is a highly regarded local investment advisory firm. With two offices and a team of 41 dedicated professionals, they offer comprehensive investment advisory services. Out of their total workforce, 19 employees focus specifically on providing top-notch investment advice. Their impressive average of approximately $181,840,000 in assets under management per investment advisor surpasses the industry average, reflecting their expertise and success in managing client portfolios. Karpus Investment Management employs a diverse compensation structure, including a percentage of assets under management. Although their assets under management are predominantly derived from sources other than 401K and individual accounts, they possess the capability to effectively manage employer funds. Remarkably, all the assets they manage are handled on a discretionary basis, providing clients with a hands-off and professional investment experience. With an extensive client base, Karpus Investment Management serves over 1,000 individual clients who entrust them with a substantial $3,454,920,000 in assets under management. The firm boasts a team of experienced advisors, including industry veterans David Angeline, David D'Ambrosio, and Michael Donnelly, who have been with the company for an extended period, contributing their wealth of knowledge and expertise to their clients' financial success. Karpus Investment Management's commitment to exceptional service, coupled with their impressive track record and highly qualified team, solidifies their reputation as a leading investment advisory firm in the Pittsford area. Their focus on delivering personalized investment strategies and their ability to consistently outperform industry benchmarks have earned them the trust and loyalty of their clients.

Generation Capital Management LLC, based out of Pittsford, NY, is a small investment advisory firm specializing in providing personalized financial services to individual clients. With a team of five dedicated professionals, including one investment advisor, they deliver comprehensive wealth management solutions tailored to meet their clients' unique needs. With an average of approximately $75,290,000 in assets under management per investment advisor, Generation Capital Management LLC maintains a competitive standing within the industry. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with their clients' preferences. Boasting over 130 individual clients, Generation Capital Management LLC oversees an impressive portfolio of assets under management, totaling over $840,494,000. A noteworthy aspect of their services is the discretionary management of 13% of the assets they handle, reflecting their expertise in making strategic investment decisions on behalf of their clients. Situated in Pittsford, NY, Generation Capital Management LLC operates from a single office location. The firm takes pride in its experienced and knowledgeable team, with John Howe and Scott Nasca serving as two of the longest-tenured registered advisors. Their commitment to client satisfaction and their ability to adapt to evolving market conditions position Generation Capital Management LLC as a trusted partner in achieving long-term financial goals.

Post Resch Tallon Group is a small investment advisory firm based out of Pittsford, NY, with one office. With a team of five employees, four of whom provide investment advisory services, they offer expert guidance to help clients achieve their financial goals. The firm manages an average of approximately $54,080,000 in assets per investment advisor, which falls within the industry average. Post Resch Tallon Group's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests align with those of their clients. They have established a strong presence in the employer 401K and individual market, with these sources accounting for roughly half of their assets under management. This expertise has contributed to their success and reputation in the industry. An impressive 94% of the assets they manage are discretionary, giving clients the peace of mind that their investments are in capable hands. With over 300 individual clients, Post Resch Tallon Group oversees more than $216,324,000 in assets under management, demonstrating their ability to attract and retain a substantial client base. Among their accomplished team is James Fischer, one of the firm's longest-tenured registered advisors, who has been with Post Resch Tallon Group since 2022. His extensive experience and dedication further enhance the firm's commitment to providing exceptional investment advisory services. Post Resch Tallon Group's mission is to deliver personalized and comprehensive financial guidance, tailored to each client's unique needs. Through their expertise and unwavering commitment to client satisfaction, they strive to build long-lasting relationships and help individuals and organizations achieve financial success.

Parks Capital is a small investment advisory firm based out of Pittsford, NY, operating from a single office. With a total of four employees, the firm specializes in providing investment advisory services, two of whom are dedicated to this role. With an impressive average of $32,560,000 in assets under management per investment advisor, Parks Capital has established itself as a trusted player in the industry. The compensation structure at Parks Capital includes various types, with a notable component being a percentage of the assets under management. The firm demonstrates expertise and experience in managing assets from employer 401Ks and individuals, which account for approximately half of their total assets under management. Their track record in this area has been consistently strong. An overwhelming majority of the assets managed by Parks Capital, 99%, are discretionary, showcasing the firm's ability to make autonomous investment decisions on behalf of their clients. With over 30 individual clients, Parks Capital effectively manages a substantial portfolio of over $65,116,000 in assets under management. Rajiv Dixit and Gina Griffo stand out as two of the firm's longest tenured registered advisors, contributing to the stability and continuity of the team. Their combined experience, along with the expertise of the entire staff, ensures that clients receive personalized and knowledgeable investment advice tailored to their specific needs. Parks Capital continues to foster trust and build relationships with their clients, driven by their commitment to achieving their clients' financial goals.

Genesee Capital Advisors, LLC, a small investment advisory firm based out of Auburn, NY, serves a diverse clientele consisting of over 370 individual clients. With a commendable track record, they oversee a substantial $287,158,000 in assets under management. Their expertise lies in managing employer 401Ks and individual portfolios, constituting approximately half of their assets. The firm's dedication to providing excellent service is evident as 98% of the assets they handle are under their discretionary management. Operating from a single office, Genesee Capital Advisors, LLC boasts a team of four skilled professionals, two of whom specialize in investment advisory services. This focused approach allows them to allocate an average of $143,580,000 in assets per investment advisor, surpassing the industry standard. Among the key contributors to the firm's success, Michael Hearn and Ryan Pine stand out as the longest tenured registered advisors. Genesee Capital Advisors, LLC offers a flexible compensation structure tailored to meet clients' needs. Their options include charging a percentage of assets under management, implementing hourly fees, and fixed charges. This variety allows them to accommodate clients with different financial requirements and investment goals. With a solid reputation and a commitment to delivering personalized financial advice, Genesee Capital Advisors, LLC has established itself as a trusted partner in helping clients grow and protect their wealth.