Dinuzzo Private Wealth, Inc. is a reputable investment advisory firm located in Beaver, PA, boasting an extensive presence with seven offices in the area. With a dedicated team of 19 professionals, nine of whom specialize in investment advisory services, Dinuzzo Private Wealth, Inc. delivers personalized financial guidance to a diverse clientele. On average, each investment advisor oversees approximately $93,570,000 in assets under management, aligning with industry standards. The firm's compensation structure includes various models, such as a percentage of assets under management, ensuring that the interests of clients and advisors are harmonized. While less than 30% of their assets under management come from 401K and individual accounts, Dinuzzo Private Wealth, Inc. possesses the expertise to manage employer funds. Notably, all assets under their management are discretionary, enabling the firm to exercise full discretion in investment decisions. Catering primarily to high-net-worth individuals, Dinuzzo Private Wealth, Inc. diligently oversees more than 560 individual clients, skillfully managing an impressive portfolio totaling over $842,109,000 in assets. The firm takes pride in its longstanding advisors, including Carl Hartman, Mark Dinuzzo, and Patrick Dinuzzo, whose extensive experience contributes to the firm's exceptional track record and client satisfaction. With a strong commitment to delivering comprehensive financial solutions and a focus on long-term wealth preservation, Dinuzzo Private Wealth, Inc. has established itself as a trusted partner for individuals seeking sound investment strategies and personalized guidance in the Beaver, PA region.

Three Cord True Wealth Management, LLC, based out of Beaver, PA, is a reputable investment advisory firm with a strong presence in the local community. With over 210 individual clients and assets under management totaling more than $150,286,000, they have established themselves as a trusted partner in managing wealth. Three Cord True Wealth Management, LLC operates from two offices, offering convenient access to their comprehensive financial services. As a registered representative of a broker-dealer and an insurance broker or agent, they provide a wide range of investment options and insurance solutions to cater to their clients' needs. Additionally, their affiliation with an accountant or accounting firm allows for comprehensive financial planning and tax services. While their focus lies in managing assets for high net worth individuals, Three Cord True Wealth Management, LLC also has the expertise to handle employer funds, though they constitute a smaller portion of their assets under management. Notably, 98% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. The firm's compensation structure includes various models, such as a percentage of assets under management, ensuring alignment with their clients' financial success. With a dedicated team of nine employees, including seven investment advisors, they maintain an average of approximately $21,470,000 in assets under management per investment advisor. At Three Cord True Wealth Management, LLC, clients benefit from the knowledge and experience of their longest tenured advisors, including Vasilios Rizos, Nicholas Raught, and Tod Arbutina. Their commitment to providing exceptional wealth management services has earned them a solid reputation in the industry and a loyal client base.

JMS Capital Group Wealth Services, LLC is a reputable investment advisory firm based out of Sewickley, PA. With over 260 individual clients and a staggering $141,952,000 in assets under management, they have established themselves as a trusted partner in managing wealth. As a small firm with one office, they offer personalized services tailored to meet the unique financial goals of their clients. In addition to their expertise in investment advisory, JMS Capital Group Wealth Services, LLC also serves as an insurance broker or agent, ensuring comprehensive coverage for their clients' financial well-being. While they excel in managing employer funds, they also handle 401K and individual accounts, accounting for less than 30% of their assets under management. With 84% of their managed assets being discretionary, clients have the peace of mind that JMS Capital Group Wealth Services, LLC has the authority to make informed investment decisions on their behalf. The firm's compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring transparency and alignment with client interests. JMS Capital Group Wealth Services, LLC boasts a team of four dedicated employees, each providing top-notch investment advisory services. On average, their investment advisors handle approximately $35,490,000 in assets under management. Notably, the firm's longevity is attributed to the expertise of its long-standing advisors, including Scott Miller, John Schneider, and Melissa Corso. Through their commitment to personalized service, comprehensive wealth management, and a team of experienced professionals, JMS Capital Group Wealth Services, LLC stands as a trusted partner in helping clients achieve their financial goals.

Milestone Asset Management, LLC, based out of Pittsburgh, PA, is a reputable local investment advisory firm with a strong presence in the region. With six offices strategically located, they offer personalized investment advisory services to a diverse clientele. The firm boasts a dedicated team of seven experienced professionals, all of whom are committed to delivering exceptional service and financial guidance. Milestone Asset Management, LLC maintains an average of approximately $54,910,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is flexible, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm has developed a solid reputation in managing employer 401Ks and individual portfolios, with these categories accounting for around half of their total assets under management. Their extensive experience in this space has allowed them to build a strong track record of success. As a discretionary asset manager, Milestone Asset Management, LLC possesses the authority to make investment decisions on behalf of their clients, ensuring efficient and timely execution of investment strategies. Currently, they oversee a substantial portfolio, managing over $384,400,000 in assets for more than 880 individual clients. Colin Barcley and Patrick Reinheimer, two of the longest-tenured registered advisors at Milestone Asset Management, LLC, bring a wealth of knowledge and expertise to the firm. Their commitment to delivering sound financial advice has contributed to the firm's success and earned them the trust of their clients. With their local presence, dedicated team, and comprehensive investment services, Milestone Asset Management, LLC is well-positioned to continue providing top-notch financial guidance and investment management for individuals and businesses alike.

Legend Financial Advisors Inc, a small investment advisory firm based out of Pittsburgh, PA, is dedicated to providing expert financial guidance and wealth management services. With one office in Pittsburgh, the firm boasts a team of 12 highly skilled professionals, four of whom specialize in investment advisory services. Drawing upon their extensive industry knowledge, Legend Financial Advisors Inc manages an average of $61,640,000 in assets under management per investment advisor, aligning with the industry standard. Their compensation structure is designed to cater to various client needs, including a percentage of assets under management, hourly charges, and fixed fees. While their focus primarily lies in managing assets for high-net-worth individuals, Legend Financial Advisors Inc also possesses the capability to oversee employer funds, although 401K and individual accounts account for less than 30% of their assets under management. The firm operates with 100% discretionary control over the assets they manage, ensuring swift decision-making and proactive portfolio adjustments. With a strong client base of over 80 individuals, Legend Financial Advisors Inc currently oversees assets valued at more than $246,568,000. The firm takes pride in its experienced team of advisors, which includes industry veterans David Cawley, Robert White, and James Holtzman, who have made significant contributions to the firm's success. As a trusted financial advisor, Legend Financial Advisors Inc continues to assist clients in achieving their financial goals through comprehensive wealth management strategies and personalized service.

Gibson Capital, LLC is a renowned investment advisory firm based in Wexford, PA, dedicated to providing personalized financial services to a diverse clientele. With a team of 16 professionals, including 8 seasoned investment advisors, Gibson Capital possesses the expertise and experience to effectively manage their clients' assets. Each investment advisor boasts an impressive average of approximately $40,570,000 in assets under management, demonstrating their commitment to delivering exceptional results. As a fiduciary, Gibson Capital prioritizes its clients' best interests, aligning its compensation structure accordingly. Their compensation packages include a percentage of the assets under management, ensuring that the firm's success is directly tied to the success of their clients' investments. With over 30 individual clients, Gibson Capital manages a substantial total of over $2,079,301,000 in assets. An impressive 93% of these assets are under discretionary management, enabling the firm to proactively adjust investment strategies based on market conditions and client objectives. Gibson Capital takes pride in its local roots and deep connection to the Wexford community. Operating out of a single office, the firm offers a personalized approach to wealth management, building lasting relationships with their clients. Several of the firm's most tenured advisors, including Roger Gibson, Keith Goldner, and Christopher Sidoni, bring a wealth of experience and knowledge to the table, ensuring clients receive top-notch guidance and service. With a commitment to excellence and a client-centric philosophy, Gibson Capital, LLC remains a trusted and respected partner for individuals seeking comprehensive investment advisory services in Wexford, PA, and beyond.

Yanni & Associates Investment Advisors, LLC, a small investment advisory firm based in Wexford, PA, is dedicated to providing personalized financial services to its clients. With three employees, two of whom specialize in investment advisory services, the firm maintains a balanced portfolio, managing an average of approximately $112,350,000 in assets per advisor, consistent with industry standards. The firm's compensation structure offers various options, including a percentage of assets under management and performance-based fees. This flexible approach ensures alignment with clients' financial goals and preferences. Yanni & Associates Investment Advisors, LLC serves over 70 individual clients, managing a total of $123,000,000 in assets. The majority of these assets belong to high-net-worth individuals, reflecting the firm's expertise in wealth management. While 401K plans and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to manage employer funds, showcasing their versatility in meeting diverse client needs. All assets managed by Yanni & Associates Investment Advisors are discretionary, providing clients with a trusted and hands-on approach to their investments. In addition to investment advisory services, the firm also operates as an insurance broker or agent, expanding its offerings to cover various aspects of clients' financial well-being. With a single office in Wexford, PA, Yanni & Associates Investment Advisors emphasizes a personalized approach, focusing on building strong client relationships. The firm benefits from the expertise and experience of Matthew Yanni and Komal Motwani, two of the longest-tenured registered advisors, who play instrumental roles in delivering comprehensive financial solutions to their valued clients.

Aufman Associates Inc, a small investment advisory firm based out of Sewickley, PA, is renowned for their exceptional services in managing assets for high net worth individuals. With over 80 individual clients and an impressive $716,063,000 in assets under management, Aufman Associates Inc has firmly established its position in the financial industry. The firm operates from a single office, strategically located in Sewickley, and possesses the expertise to effectively manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. One notable aspect of Aufman Associates Inc is their discretion in handling all 100% of the assets they manage. This commitment to confidentiality has earned them the trust and loyalty of their esteemed clientele. With a compensation structure that includes a percentage of assets under management and fixed fees, they provide flexible options tailored to their clients' needs. The firm boasts a dedicated team of seven employees, two of whom specialize in providing investment advisory services. Their impressive average of approximately $358,030,000 in assets under management per investment advisor exceeds the industry average, reflecting their competence and ability to deliver exceptional results. William Gaffey and Edward Aufman are two of the firm's longest tenured registered advisors, lending their extensive experience and expertise to the company's continued success. With a commitment to excellence and a proven track record, Aufman Associates Inc has solidified its position as a trusted and reliable partner in managing substantial assets for high net worth individuals in the Sewickley, PA area and beyond.

Rootstock Advisors, based out of Sewickley, PA, is a prominent small investment advisory firm with a strong track record of success. With over 10 individual clients and a staggering $435,434,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Their primary focus is on high net worth individuals, who comprise the majority of their client base. With a compensation structure that includes a percentage of assets under management and fixed fees, Rootstock Advisors ensures that their interests are aligned with those of their clients. Their commitment to providing exceptional service is reflected in their 81% discretionary asset management, which grants them the flexibility to make informed investment decisions on behalf of their clients. Rootstock Advisors operates out of a single office, and their team consists of three dedicated employees. One of their key strengths lies in the expertise of their investment advisory services, provided by Gregory Simpson, who has been with the firm since 2013. Gregory's extensive experience and tenure make him a valuable asset to the firm and a trusted advisor to their clients. With an average of approximately $435,430,000 in assets under management per investment advisor, Rootstock Advisors surpasses the industry average, showcasing their ability to effectively manage significant portfolios. Their consistent success, client-centric approach, and skilled professionals make Rootstock Advisors a top choice for individuals seeking personalized and expert investment advisory services.

Three Rivers Executive Consulting, LLC is a trusted investment advisory firm based in Wexford, PA. With a focus on providing personalized financial services, the firm operates from a single office, catering to clients' needs in the local area. Comprising a team of 2 dedicated professionals, Three Rivers Executive Consulting offers comprehensive investment advisory services to its clients. Each advisor manages an average of approximately $19,790,000 in assets, showcasing their ability to effectively handle client portfolios. The compensation structure at Three Rivers Executive Consulting includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive customized services based on their specific requirements. Approximately half of the firm's assets under management are from employer 401K plans and individuals, demonstrating their expertise in this sector. With extensive experience in managing such accounts, Three Rivers Executive Consulting provides valuable insights and tailored solutions to their clients. With over 100 individual clients and more than $39,573,000 in assets under management, Three Rivers Executive Consulting has established a strong presence in the industry. They manage 99% of their clients' assets on a discretionary basis, allowing their advisors to make informed investment decisions. Nicholas Kennedy, one of the longest-tenured registered advisors at the firm since 2021, contributes his expertise to the team's success. Three Rivers Executive Consulting is committed to providing exceptional advisory services, building long-term relationships with clients, and helping them achieve their financial goals.

Steeloaks Investment Advisers, Inc., headquartered in Weirton, WV, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions to its diverse clientele. With over 220 individual clients and a total of $137,000,000 in assets under management, they have proven their ability to deliver exceptional investment services. Operating from a single office, Steeloaks Investment Advisers, Inc. offers a range of advisory services tailored to meet the unique needs and goals of their clients. While their portfolio comprises various types of assets, including 401K and individual accounts, these represent less than 30% of their total assets under management. They also possess the capability to effectively manage employer funds, offering a comprehensive suite of investment solutions. With a discretionary management approach, Steeloaks Investment Advisers, Inc. ensures that 99% of the assets they oversee are actively monitored and adjusted in line with market conditions and client objectives. Their compensation structure is designed to align their interests with those of their clients, including a percentage of assets under management and fixed fees. The firm's team consists of two dedicated professionals, each providing investment advisory services. With an average of approximately $68,500,000 in assets under management per investment advisor, Steeloaks Investment Advisers, Inc. maintains a standard comparable to the industry average. Dewey Guida, Sara Payne, and Donald Kendrick are among the firm's longest-tenured advisors, bringing a wealth of experience and expertise to Steeloaks Investment Advisers, Inc. Their commitment to providing exceptional guidance and service reflects the firm's dedication to client satisfaction. As a trusted partner in wealth management, Steeloaks Investment Advisers, Inc. strives to help clients achieve their financial goals through personalized strategies and a client-centric approach.