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.

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.

J.W.Burns & Company, Inc., a reputable investment advisory firm based out of Dewitt, NY, is dedicated to providing exceptional financial services to its clients. With a total of 9 skilled employees, 6 of whom specialize in investment advisory services, the company boasts a knowledgeable team that is well-equipped to handle a diverse range of financial needs. The firm's advisors manage an average of approximately $120,900,000 in assets per advisor, which aligns with the industry average. J.W.Burns & Company, Inc. prides itself on its compensation structure, which includes various types, such as a percentage of assets under management, ensuring that its advisors have a vested interest in achieving optimal results for their clients. With over 1,010 individual clients and a total of $701,206,000 in assets under management, J.W.Burns & Company, Inc. has established a strong presence in the industry. Notably, they excel in managing employer 401Ks and individual accounts, accounting for half of their assets under management, highlighting their extensive expertise in this area. A local firm, J.W.Burns & Company, Inc. maintains two offices to better serve its clients' needs. The company takes pride in its team of long-tenured advisors, including Thaddeus Malley, Andrew Derrenbacker, and James Burns, who bring a wealth of experience and expertise to the firm. With 96% of the assets they manage being discretionary, J.W.Burns & Company, Inc. demonstrates its commitment to providing personalized and tailored investment strategies that align with each client's unique financial goals.

OMC Financial Services Ltd is a reputable investment advisory firm headquartered in Dewitt, NY. With a total of five dedicated employees, including three experienced investment advisors, they provide exceptional financial services to a diverse clientele. Their investment advisors possess extensive expertise, averaging an impressive $18,010,000 in assets under management per advisor. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have access to personalized and suitable financial solutions tailored to their specific needs. Catering to a wide range of individuals, OMC Financial Services Ltd manages over $183,819,000 in assets, with a client base of more than 180 individuals. Notably, the majority of their managed assets are held by high-net-worth individuals. The firm boasts considerable experience in managing assets from employer 401Ks and individuals, making them well-versed in this particular area of expertise. Distinguished by their commitment to discretion, OMC Financial Services Ltd manages 100% of their clients' assets on a discretionary basis. Clients can rely on the firm's expertise to make informed investment decisions and manage their portfolios effectively. Operating from a single office, OMC Financial Services Ltd has established a strong presence in Dewitt, NY. The firm takes pride in its team of seasoned advisors, including Brian Jennings, Gregory Jennings, and Cynthia Scott, who have remained dedicated to the company, contributing to its longstanding success. With a solid track record and a client-centric approach, OMC Financial Services Ltd continues to serve as a trusted partner, helping clients navigate the complexities of the financial market and achieve their investment goals.

Valicenti Advisory Services Inc, based out of Elmira, NY, is a local investment advisory firm specializing in providing comprehensive financial guidance and wealth management services. With a team of 10 dedicated professionals, including 6 experienced investment advisors, they offer personalized strategies tailored to their clients' unique financial goals and aspirations. With an average of $124,630,000 in assets under management per investment advisor, Valicenti Advisory Services Inc maintains a solid standing in the industry, comparable to the average benchmark. Their compensation structure is designed to align their interests with those of their clients, incorporating various types such as a percentage of assets under management and performance-based fees. With a remarkable track record, Valicenti Advisory Services Inc manages over $502,274,000 in assets for more than 340 individual clients. Their expertise in employer 401Ks and individual investments is evident, as approximately half of their assets under management originate from these sources. Impressively, 98% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. With three offices strategically located in Elmira, Valicenti Advisory Services Inc is well-positioned to serve the community and cater to the diverse needs of their clientele. The firm takes pride in its team of seasoned advisors, including Louis Ruize, Jeffrey Naylor, and Joseph Valicenti, who have garnered extensive experience and earned the trust of their clients over the years. Valicenti Advisory Services Inc continues to uphold their commitment to providing comprehensive financial planning, investment management, and retirement planning services, ensuring the financial well-being of their clients and helping them navigate their financial journeys with confidence.

Burns Matteson Capital Management, LLC is a premier investment advisory firm located in Corning, NY. With a team of five highly skilled professionals, they specialize in providing exceptional investment advisory services to their esteemed clients. The firm boasts an impressive average of approximately $163,070,000 in assets under management per investment advisor, surpassing the industry average. With over 120 individual clients and assets under management exceeding $270,222,000, Burns Matteson Capital Management caters primarily to high net worth individuals. Although 401K and individual accounts represent a smaller portion of their assets under management, the firm possesses the expertise and capability to manage employer funds. A remarkable 99% of the assets they oversee are discretionary, reflecting the trust and confidence their clients have placed in their financial acumen. With two offices in Corning, Burns Matteson Capital Management has established itself as a trusted local investment advisory firm. The company's success can be attributed to the extensive experience and knowledge of their advisors, including the highly regarded William Redder, Christopher Davis, and Kelley Zimmerman, who are among the longest-tenured professionals at the firm. Burns Matteson Capital Management's compensation structure is diverse and flexible, offering various types of fee arrangements, including a percentage of assets under management and hourly charges. This tailored approach ensures that clients receive personalized investment strategies that align with their financial goals and objectives. Overall, Burns Matteson Capital Management, LLC stands out as a reputable firm in the industry, delivering outstanding investment advisory services to a diverse client base while exceeding expectations with their high average assets under management per investment advisor.

Anchor Capital Management, LLC, based out of Ithaca, NY, is a small investment advisory firm dedicated to providing personalized financial solutions. With a total of three highly skilled employees, the company specializes in investment advisory services, catering to a diverse client base. On average, each investment advisor manages approximately $89,130,000 in assets under management, aligning with the industry average. The compensation structure at Anchor Capital Management, LLC encompasses various types, including a percentage of assets under management. This allows the firm to maintain a transparent and mutually beneficial relationship with their clients. With over 30 individual clients and assets under management exceeding $37,503,000, the company has proven its competence in handling diverse portfolios. Notably, Anchor Capital Management, LLC demonstrates substantial expertise in managing employer 401Ks and individual assets, which constitute approximately half of their total assets under management. Their extensive experience in this sector positions them as a reliable partner for those seeking retirement planning and investment advice. Operating with a discretionary approach, Anchor Capital Management, LLC offers a hands-on and proactive approach to wealth management. Their commitment to client satisfaction is further exemplified by their long-standing registered advisor, Anne Chernish, who has been with the firm since 2008. With an office in Ithaca, NY, Anchor Capital Management, LLC is well-positioned to serve the financial needs of individuals and businesses in the local community and beyond.

FMF&E Wealth Management, LLC, headquartered in Syracuse, NY, is a small investment advisory firm with a solid reputation in the industry. With a team of four dedicated professionals, three of whom specialize in providing expert investment advisory services, FMF&E Wealth Management is committed to helping their clients achieve their financial goals. With an average of approximately $62,210,000 in assets under management per investment advisor, FMF&E Wealth Management maintains an average level of assets compared to industry standards. Their compensation structure includes various types, such as a percentage of assets under management, ensuring that their interests align with those of their clients. Catering to over 200 individual clients, FMF&E Wealth Management manages a substantial portfolio of over $316,559,000 in assets. Their expertise lies primarily in managing the assets of high-net-worth individuals, although they also possess the capability to handle employer funds, despite 401(k) and individual accounts representing less than 30% of their assets under management. As a fully discretionary asset management firm, FMF&E Wealth Management possesses the authority to make investment decisions on behalf of their clients without requiring prior approval. Their dedication to providing personalized financial solutions has earned them a loyal client base. The firm is proud of its longstanding advisors, including Jeffrey Campbell, April Mueller, and Christopher Gardner, who bring extensive experience and expertise to their respective roles. With one office serving their clients in Syracuse, NY, FMF&E Wealth Management continues to deliver exceptional financial advisory services tailored to meet the unique needs of each individual client.

New Horizon Financial Strategies, LLC is a trusted investment advisory firm based in Ithaca, NY. With a team of six dedicated professionals, including five experienced investment advisors, they provide comprehensive financial strategies to individuals and employers. Their average assets under management per investment advisor amount to approximately $48,000,000, placing them on par with industry standards. With over 160 individual clients, New Horizon Financial Strategies manages a robust portfolio of assets totaling more than $58,457,000. Their expertise shines in managing employer 401Ks and individual accounts, which collectively contribute to approximately half of their assets under management. This experience positions them as a reliable partner for both employers and individuals seeking expert guidance in maximizing their financial growth. New Horizon Financial Strategies boasts an impressive 87% of discretionary assets under management, demonstrating their proficiency in actively managing investments to meet clients' unique goals and risk tolerances. This commitment to personalized and hands-on service sets them apart from the competition. Located in Ithaca, NY, New Horizon Financial Strategies serves the local community from their well-established office. The firm takes pride in its long-tenured advisors, including Kevin Tarnovski, Angela Oneill, and Paul Strebel, who contribute their extensive knowledge and expertise to ensure clients receive the highest quality financial advice. New Horizon Financial Strategies offers a diverse compensation structure that includes a percentage of assets under management, ensuring their interests align with the success of their clients' investments. As a reputable investment advisory firm, they are dedicated to empowering their clients to reach new financial horizons through well-informed and strategic decision-making.

NEWMAN LADD CAPITAL ADVISORS, LLC.: Providing Expert Investment Advisory Services in Camillus, NY NEWMAN LADD CAPITAL ADVISORS, LLC. is a respected investment advisory firm located in Camillus, NY. With two offices, the firm comprises a team of two highly qualified professionals dedicated to delivering top-notch investment advisory services to a diverse clientele. Their expertise spans managing employer 401K plans as well as individual investments, making them a reliable choice for both companies and individuals seeking comprehensive financial guidance. With an impressive average of approximately $35,620,000 in assets under management per investment advisor, NEWMAN LADD CAPITAL ADVISORS, LLC. boasts a solid track record in achieving financial goals for their clients. Their compensation structure offers various options, including a percentage of assets under management, ensuring alignment of interests with their valued clients. Over 80% of the assets they manage consist of employer 401K plans and individual portfolios, reflecting their deep understanding of retirement planning and personalized wealth management strategies. As a registered representative of a broker-dealer and an insurance broker or agent, NEWMAN LADD CAPITAL ADVISORS, LLC. provides a wide range of services to cater to the diverse needs of their clients. With over 200 individual clients and an impressive $71,238,000 in assets under management, NEWMAN LADD CAPITAL ADVISORS, LLC. has established itself as a trusted partner in the financial industry. Their team includes experienced registered advisors, Andrew Moen and James McCarthy, who have demonstrated their commitment to client success over the years. When it comes to prudent financial management, NEWMAN LADD CAPITAL ADVISORS, LLC. is a name that individuals and employers in Camillus, NY, and beyond can rely on for sound investment advice and personalized service.

John G. Ullman & Associates, Inc is a reputable regional investment advisory firm located in Horseheads, NY, with four offices serving clients across the area. With a dedicated team of 58 employees, including 30 experienced investment advisors, the firm provides comprehensive investment advisory services to a diverse client base. Drawing from their extensive expertise, John G. Ullman & Associates manages an impressive average of approximately $39,980,000 in assets under management per investment advisor. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with client interests. While their portfolio consists of a variety of accounts, including 401Ks and individual accounts, these represent less than 30% of their overall assets under management. Notably, the firm possesses the capability to efficiently manage employer funds, offering comprehensive solutions to businesses seeking investment management services. John G. Ullman & Associates excels in discretionary asset management, with 97% of the assets they oversee falling under this category. Their primary focus lies in catering to high net worth individuals, boasting a substantial client base of over 630 individuals with a combined asset value exceeding $1,199,391,000. The firm takes pride in its experienced team, featuring several long-tenured advisors who have demonstrated their commitment to client success. Among these individuals are esteemed professionals such as Karen Meriwether, Amanda Herrick Smith, and Judith Palumbo, who bring a wealth of knowledge and expertise to the organization. Overall, John G. Ullman & Associates, Inc stands as a trusted investment advisory firm, providing personalized and comprehensive services to their clients while maintaining a strong track record of delivering exceptional results.