Carosa Stanton Asset Management, LLC

Carosa Stanton Asset Management, LLC

Carosa, Stanton & Depaolo Asset Management opened in 1996 in Mendon, a village southeast of Rochester, New York. The three named principals — Joseph Carosa, Mark Stanton, and Anthony Depaolo — structured the firm as a registered investment advisor providing portfolio management, investment consulting, and pension advisory services. Their client base spans individual investors, high-net-worth households, institutional accounts, and family offices concentrated in the Western New York region. The firm's advisory model covers publicly traded equities, fixed-income securities, and mutual fund allocations, with additional capabilities in pension consulting for corporate and municipal retirement plans. The practice operates from a single headquarters without satellite offices, reflecting a relationship-driven approach rather than a geographic expansion strategy. With an undisclosed asset base, Carosa Stanton Depaolo competes in the fragmented RIA marketplace against both local boutiques and national aggregators. The firm does not maintain a public LinkedIn presence or distribute thought leadership through visible content channels. Its longevity — nearing three decades of continuous operation — signals a stable client retention profile and a conservative growth trajectory consistent with many founder-operated advisory firms of its era. Unlike roll-up platforms or institutionally backed wealth managers expanding through M&A, Carosa Stanton Depaolo remains a partnership with the original founders still at the helm. This multi-decade principal continuity, combined with a single-office footprint in a region they know intimately, represents the firm's functional differentiator: a model built on personal accountability rather than scalable brand infrastructure.