Saperston Legacy Advisors, Inc. is a respected small investment advisory firm based in Hamburg, NY. With a strong presence in the region, they operate from two offices, providing comprehensive investment advisory services to a diverse client base. Boasting a dedicated team of three knowledgeable professionals, Saperston Legacy Advisors, Inc. offers personalized financial strategies tailored to meet the unique needs and goals of their clients. Drawing upon their extensive expertise and industry experience, Saperston Legacy Advisors, Inc. manages an impressive average of approximately $16,650,000 in assets under management per investment advisor. They employ a transparent compensation structure that includes various types, such as a percentage of assets under management, ensuring alignment of interests with their valued clientele. While Saperston Legacy Advisors, Inc. predominantly focuses on managing assets for high net worth individuals, they also possess the capability to oversee employer funds. Notably, 86% of the assets they manage are discretionary, highlighting their clients' trust in their expertise and decision-making. With a strong commitment to client satisfaction, Saperston Legacy Advisors, Inc. serves over 110 individual clients, skillfully managing their substantial assets totaling over $49,941,000. By providing personalized attention and investment strategies that align with their clients' financial objectives, Saperston Legacy Advisors, Inc. has earned a reputation for excellence within the investment advisory industry. Combining their local presence, dedicated team, and commitment to delivering tailored financial solutions, Saperston Legacy Advisors, Inc. stands out as a reliable and trusted partner for individuals seeking comprehensive investment advisory services in Hamburg, NY, and beyond.

Trubee Wealth Advisors, Inc. is a reputable investment advisory firm based out of Buffalo, NY. With a team of 18 dedicated professionals, 15 of whom provide investment advisory services, Trubee Wealth Advisors offers comprehensive wealth management solutions to individuals and businesses alike. The firm prides itself on its personalized approach, tailoring investment strategies to meet the unique financial goals and risk tolerances of their clients. With an impressive average of approximately $36,280,000 in assets under management per investment advisor, Trubee Wealth Advisors demonstrates their expertise in effectively growing and managing their clients' wealth. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. Trubee Wealth Advisors boasts a diverse clientele, serving over 430 individual clients with a combined $536,583,000 in assets under management. While 401K and individual accounts constitute less than 30% of their managed assets, the firm has the capability to expertly manage employer funds. An impressive 84% of the assets they oversee are discretionary, reflecting the high level of trust their clients place in their investment decisions. In addition to their investment advisory services, Trubee Wealth Advisors also offers insurance brokerage services. With their deep industry knowledge and local presence, the firm has established a strong reputation within the Buffalo community. Their commitment to excellence is reflected in their long-tenured advisors, including Harrison Steinwald, Anne Emblidge, and Thomas Turk, who have provided expert guidance to clients over the years. With a solid track record and a commitment to client success, Trubee Wealth Advisors, Inc. stands as a reliable partner for individuals and businesses seeking comprehensive wealth management solutions in the Buffalo, NY area.

Western New York Financial Group, LLC is a small investment advisory firm based out of Buffalo, NY, specializing in providing comprehensive investment advisory services. With a team of two dedicated professionals, they cater to a diverse client base of over 140 individual clients, managing assets totaling over $65,348,000. The firm's investment advisors have a strong track record, with an average of approximately $49,920,000 in assets under management per advisor, which is in line with the industry average. They have developed extensive expertise in managing employer 401Ks and individual assets, accounting for nearly half of their assets under management. The compensation structure at Western New York Financial Group, LLC is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have choices that align with their unique needs and financial goals. Impressively, 87% of the assets they manage are under discretionary management, demonstrating their clients' trust in the firm's expertise and decision-making abilities. The firm's commitment to a high level of personalized service and tailored investment strategies has earned them a strong reputation in the region. With one office in Buffalo, Western New York Financial Group, LLC is deeply rooted in the local community. Mark Narby and Michael Aquino, two of the longest-tenured registered advisors with the firm, bring a wealth of experience and knowledge to their clients, helping them navigate the complexities of the financial markets and achieve their investment objectives.

Lytle Investments, a small investment advisory firm based out of Grand Island, NY, has been serving clients with expertise and dedication. With one office, the firm comprises a team of six professionals, four of whom specialize in providing comprehensive investment advisory services. Leveraging their collective experience, Lytle Investments consistently manages an impressive average of $15,280,000 in assets per investment advisor. The firm's compensation structure is multifaceted, incorporating various types such as a percentage of assets under management and fixed fees. Their extensive knowledge and proficiency in managing employer 401Ks and individual portfolios contribute to the firm's success, with approximately half of their assets under management originating from these sources. Furthermore, a substantial 85% of the assets they handle are under their discretionary management, demonstrating their expertise in decision-making and strategic investments. Lytle Investments has built a strong client base, serving over 240 individuals with an impressive total of $61,108,000 in assets under management. The firm's longevity can be attributed to the dedication of its seasoned advisors, including Thomas Lytle, Paul Lytle, and Julius Aebly, who have consistently provided valuable insights and guidance to their clients. With a commitment to delivering personalized investment strategies, Lytle Investments aims to foster long-term client relationships, placing their clients' financial goals at the forefront. As they continue to grow and expand their services, Lytle Investments remains dedicated to maintaining their reputation for excellence in the investment advisory industry.

Nottingham Advisors Inc. is a renowned local investment advisory firm based out of Amherst, NY, with two offices strategically located to serve their clients effectively. With a team of 12 dedicated professionals, Nottingham Advisors Inc. is committed to providing top-notch investment advisory services to a diverse range of clients. The firm stands out in the industry with an average of approximately $185,860,000 in assets under management per investment advisor, which is significantly higher than the industry average. Their compensation structure is tailored to meet the unique needs of their clients and includes various options such as a percentage of assets under management and fixed fees. Nottingham Advisors Inc. has built a solid reputation in managing employer 401Ks and individual portfolios, with approximately half of their assets under management coming from these sources. Their expertise and experience in this space have proven invaluable in delivering exceptional results for their clients. Moreover, an impressive 95% of the assets they manage are discretionary, reflecting the trust clients place in their expertise. With a client base exceeding 1,380 individuals, Nottingham Advisors Inc. manages assets worth over $1,301,009,000. The firm takes pride in its team of seasoned professionals, including Lawrence Whistler, Nicholas Dirienzo, and Thomas Quealy, who have been with the firm for an extensive period, bringing a wealth of knowledge and experience to the table. Nottingham Advisors Inc. distinguishes itself through its commitment to personalized service, comprehensive investment strategies, and a track record of delivering exceptional results to its clients. With their strong presence in the Amherst area and their team of highly skilled professionals, Nottingham Advisors Inc. continues to thrive as a trusted partner for individuals and organizations seeking expert investment advisory services.

Waterford Advisors, LLC, a small investment advisory firm based out of Orchard Park, NY, specializes in providing comprehensive financial solutions to their diverse clientele. With over 230 individual clients and an impressive $268,906,000 in assets under management, Waterford Advisors has established itself as a trusted partner in wealth management. As registered representatives of a broker-dealer, insurance broker or agent, and an accountant or accounting firm, Waterford Advisors offers a broad range of services tailored to meet the unique needs of each client. While their expertise extends to managing employer funds, they primarily focus on high net worth individuals, who constitute the majority of the assets they manage. Waterford Advisors' compensation structure reflects their commitment to delivering exceptional value. They employ various fee types, including a percentage of assets under management, hourly charges, fixed fees, and commissions, ensuring flexibility to suit different client preferences. With a team of nine dedicated professionals, including four investment advisors, Waterford Advisors ensures personalized attention and a client-centric approach. Each investment advisor oversees an average of approximately $67,230,000 in assets under management, aligning with industry averages. The firm takes pride in its experienced advisors, some of whom have been with the company for an extended period. Notable names among their longest-tenured advisors include Michael Harmer, Christina Michalczak, and Daniel Byles-Smith. Waterford Advisors, LLC continues to deliver exceptional financial guidance, helping clients navigate their financial goals and secure their futures with confidence.

Collins Advisors, LLC is a highly regarded investment advisory firm headquartered in Buffalo, NY. With over $126,648,000 in assets under management, they cater to a diverse clientele of more than 780 individual clients. The firm's expertise lies in managing both employer 401Ks and individual investments, making them well-versed in this space. Boasting an impressive 98% of discretionary assets, Collins Advisors provides tailored investment strategies to meet their clients' unique financial goals. Operating from a single office, Collins Advisors prides itself on delivering personalized and attentive service to every client. Their team consists of four dedicated professionals, with three of them specializing in providing comprehensive investment advisory services. With an average of approximately $42,220,000 in assets under management per investment advisor, the team at Collins Advisors ensures that each client receives the utmost attention and expertise. Christine Collins-Schwinger, one of the firm's registered advisors, has been with Collins Advisors since 2022, making her one of the longest tenured members of the team. Her experience, along with the collective knowledge and commitment of the entire staff, has established Collins Advisors as a trusted partner in the financial industry. Collins Advisors' compensation structure includes several types, such as a percentage of assets under management, ensuring that their interests align with their clients' success. Through their dedication, expertise, and personalized approach, Collins Advisors is dedicated to helping clients achieve their financial objectives and secure a prosperous future.

Dopkins Wealth Management, LLC is a highly reputable local investment advisory firm based out of Williamsville, NY. With 6 dedicated professionals, they offer a range of comprehensive wealth management services to their discerning clientele. Five of their expert advisors specialize in providing investment advisory services, delivering exceptional financial guidance and strategies. Dopkins Wealth Management boasts an impressive track record, managing an average of $165,720,000 in assets per investment advisor, surpassing industry standards. Their compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees, ensuring clients have choices that align with their unique financial goals. The firm proudly serves over 140 individual clients, overseeing an impressive $538,997,000 in assets under management. Predominantly catering to high net worth individuals, Dopkins Wealth Management excels in crafting personalized wealth management solutions tailored to their clients' specific needs. While the majority of their managed assets come from high net worth individuals, Dopkins Wealth Management also has the capacity to effectively manage employer funds, demonstrating their versatility and expertise. With 99% of the assets they manage being discretionary, clients can trust the firm's seasoned advisors to make informed investment decisions on their behalf. Headed by industry veterans, Dopkins Wealth Management has cultivated a team of highly experienced advisors. Some of the longest-tenured professionals include Craig Cirbus, Chad Oconnell, and Joseph Contino, who bring a wealth of knowledge and expertise to the firm. Located in Williamsville, NY, Dopkins Wealth Management operates from a single office, ensuring close-knit client relationships and personalized service. With their unwavering commitment to providing exceptional investment advisory services, Dopkins Wealth Management continues to be a trusted partner in helping clients achieve their financial objectives.

Shield Wealth Advisors, based out of Williamsville, NY, is a small investment advisory firm with a solid track record of providing comprehensive financial services. With three dedicated employees, including two experienced investment advisors, the firm manages a total of over $113,550,000 in assets under management. This places their average assets under management per investment advisor in line with the industry average. Shield Wealth Advisors employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of over 90 individuals, with assets under management totaling more than $45,689,000. Notably, approximately half of their managed assets originate from employer 401Ks or individual clients, highlighting their expertise in this area. With a 100% discretionary management approach, Shield Wealth Advisors holds full responsibility for making investment decisions on behalf of their clients. Their commitment to delivering personalized and tailored financial solutions ensures that each client's unique goals and objectives are taken into account. Operating from a single office location, Shield Wealth Advisors has established a reputation for providing trusted advice and exceptional service. The firm boasts a team of seasoned advisors, including Brendan Taylor, John Haberstro, and Dawn Robinson, who bring extensive industry knowledge and expertise to the table. Shield Wealth Advisors distinguishes itself through its client-centric approach, ensuring that each individual receives the attention, support, and guidance necessary to make informed financial decisions and achieve long-term success.

WNY Asset Management, LLC, headquartered in Williamsville, NY, is a local investment advisory firm that boasts three offices. With a team of 31 dedicated professionals, 17 of whom specialize in investment advisory services, they offer comprehensive financial solutions to their clients. Each investment advisor at WNY Asset Management manages an average of $65,080,000 in assets under management, aligning with the industry average. In terms of compensation, WNY Asset Management employs a flexible structure, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. Notably, nearly half of their assets under management originate from employer 401K plans or individuals, showcasing their expertise in this specific area. Moreover, all the assets entrusted to WNY Asset Management are under their discretionary management, indicating a high level of trust and autonomy. Impressively, WNY Asset Management serves over 2,800 individual clients, overseeing a substantial $1,106,306,000 in assets under management. The firm takes pride in their team of experienced advisors, including the seasoned professionals Steven Sanders, Judy Sescil, and Laureen Syta, who have been with the company for an extended period. Their longevity within the organization highlights their commitment to delivering exceptional financial guidance. As WNY Asset Management, LLC continues to prioritize their clients' financial success, they remain a reliable choice for individuals and employers seeking comprehensive investment advisory services in the Williamsville, NY area.

Florian Financial Group LLC is a small investment advisory firm headquartered in Williamsville, NY, providing comprehensive financial services to individuals and employer 401Ks. With one office and five dedicated professionals, Florian Financial Group LLC offers expert investment advisory services to over 210 individual clients. Their extensive experience in managing assets, totaling approximately $124,700,000, is reflected in their exceptional track record. Robert Florian, one of the firm's registered advisors, has been with Florian Financial Group LLC since 2022, contributing to its success and longevity. As a team, they prioritize personalized attention and tailored investment strategies to meet the unique needs and goals of their clients. The firm's compensation structure includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. This flexible approach allows clients to select the fee structure that aligns with their preferences and financial circumstances. Florian Financial Group LLC has a strong emphasis on discretionary asset management, ensuring that clients' investments are actively monitored and adjusted in response to market changes and evolving financial goals. The firm's sound investment strategies, combined with their deep understanding of employer 401K plans and individual portfolios, have established Florian Financial Group LLC as a trusted partner in wealth management. With an average of approximately $124,700,000 in assets under management per investment advisor, Florian Financial Group LLC performs at par with industry averages. Their solid reputation, dedication to client satisfaction, and commitment to delivering exceptional financial guidance make them a reliable choice for individuals and organizations seeking professional investment advisory services.