HIGH PROBABILITY ADVISORS SURPASSES $1 BILLION IN ASSETS UNDER MANAGEMENT

Rochester, NY – October 28, 2025 – High Probability Advisors, a majority employee-owned investment and wealth manager headquartered in Rochester, NY, announced it has surpassed $1 billion in assets under management (AUM), marking a significant milestone in the firm’s growth and client impact. This achievement places the firm among the top 3% of registered investment advisers nationwide.

“Crossing the $1 billion threshold is a proud moment for our team, especially achieving that within 8 years,” said co-founder and CEO Steve Carl. “We are so appreciative of the clients that entrusted us with their financial well-being; and pleased that our client focus and evidence-based investment strategies have resonated with many people and organizations. Keeping costs low and investments tax-efficient and risk-managed seems obvious to us, but we are one of what seems to be very few firms carrying out this mission for clients.”

In addition to its work with individuals, families, and nonprofits, HPA also put itself at the forefront of retirement plan solutions, extending beyond single employer plan advisory services to become one of the first investment advisors in the country to manage Pooled Employer Plans.

“From decades of experience in the investment world before founding HPA, we know that you can’t guarantee anything, but what we can do is use industry best practices backed by evidence, not anecdote, to tip the scales in our clients’ favor,” added Carl. “As we look ahead, we think it is important that we remain committed to our core values, our tested investment strategies, and our employee-owned, entrepreneurial structure.”

High Probability Advisors was also recently honored as part of the Greater Rochester Chamber of Commerce’s 2025 Top 100, a list that recognizes the fastest-growing privately owned companies in the Greater Rochester region. It will continue to expand its reach through trusted referral relationships with business leaders and its affiliated minority partner, The Bonadio Group, while maintaining a singular focus on pursuing the best possible client service and outcomes.