Xpyria Investment Advisors, Inc. is a local investment advisory firm based out of Pittsburgh, PA. With a single office, the company operates with a team of 11 dedicated professionals, of which 8 specialize in providing comprehensive investment advisory services. On average, each investment advisor oversees approximately $91,500,000 in assets under management, aligning with the industry average. The firm's compensation structure caters to various preferences, offering options such as a percentage of assets under management, fixed fees, and hourly charges. While their managed assets primarily consist of individual accounts and 401K plans, collectively representing less than 30% of the total, Xpyria Investment Advisors, Inc. also possesses the capability to effectively manage employer funds. Notably, the company exercises complete discretionary authority over 100% of the assets it manages. Boasting a substantial client base, Xpyria Investment Advisors, Inc. serves over 180 individual clients, skillfully overseeing assets exceeding $732,023,000. The company prides itself on the expertise and longevity of its advisors, with notable individuals like John Cummings, Bradley Prosper, and Natalee Esposito contributing to the firm's success for an extended period. With a commitment to providing tailored investment advice and a proven track record, Xpyria Investment Advisors, Inc. strives to offer comprehensive financial solutions to its clients in Pittsburgh and beyond.

Pittsburgh Financial Planners, Inc., a small investment advisory firm based out of Bridgeville, PA, is dedicated to providing comprehensive financial planning services to its clients. With a team of five employees, including two experienced investment advisors, they offer expert guidance in managing clients' financial portfolios. With an average of $107,060,000 in assets under management per investment advisor, Pittsburgh Financial Planners, Inc. maintains an industry-average position. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, hourly charges, fixed fees, and commissions. Boasting a diverse client base, Pittsburgh Financial Planners, Inc. serves over 70 individual clients, overseeing more than $108,813,000 in assets under management. The majority of their managed assets are held by high net worth individuals, while 401K and individual accounts make up less than 30% of their total assets. Moreover, the firm possesses the capability to manage employer funds, further expanding their reach. Pittsburgh Financial Planners, Inc. stands out with 44% of their managed assets being discretionary, providing them with the flexibility to make investment decisions on behalf of their clients. Operating from a single office, the company is deeply rooted in the Bridgeville community. Among their dedicated team, Brian Yates and Stephen Bierker are two of the longest-tenured registered advisors. Their extensive experience and expertise contribute to the firm's success in delivering top-notch financial planning services to their valued clientele.

Guyasuta Investment Advisors, Incorporated is a local investment advisory firm based out of Pittsburgh, PA. With two offices, they provide comprehensive financial services to clients in the region. With a team of 11 dedicated professionals, seven of whom specialize in investment advisory services, Guyasuta Investment Advisors, Incorporated boasts a wealth of expertise in the industry. With an impressive average of approximately $283,690,000 in assets under management per investment advisor, Guyasuta Investment Advisors, Incorporated surpasses the industry average, showcasing their ability to handle substantial portfolios. Their compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. Notably, all of the assets they manage are discretionary, allowing them the flexibility to make investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Guyasuta Investment Advisors, Incorporated manages a substantial portfolio of over $1,985,812,000 in assets for more than 100 individual clients. The firm has earned a reputation for providing personalized, tailored solutions that align with their clients' financial goals and risk tolerances. The long-standing success of Guyasuta Investment Advisors, Incorporated can be attributed in part to the expertise and experience of their advisors. Nancy Foster, John Connors, and Ronald Bartosh are among the firm's most tenured advisors, contributing to the depth of knowledge and stability of the team. Overall, Guyasuta Investment Advisors, Incorporated exemplifies a local investment advisory firm committed to delivering exceptional financial services to their clients in the Pittsburgh area.

Braun-Bostich & Associates Inc., headquartered in Canonsburg, PA, is a well-established investment advisory firm with a strong presence in the financial industry. With a single office, the company boasts a dedicated team of eight professionals, four of whom specialize in providing top-notch investment advisory services. Drawing from their extensive expertise, Braun-Bostich & Associates Inc. effectively manages an impressive average of $45,310,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure reflects their commitment to delivering exceptional results for their clients. It encompasses various models, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Their exceptional track record in managing employer 401Ks and individual assets is a testament to their proficiency in this domain, with these sources accounting for approximately half of their assets under management. Notably, a substantial 98% of the assets they oversee are discretionary, enabling Braun-Bostich & Associates Inc. to exercise autonomous decision-making in optimizing investment strategies for their clients. With a vast client base of over 220 individuals, the firm commands an impressive $181,252,000 in total assets under management, further solidifying their position as a trusted wealth management partner. Braun-Bostich & Associates Inc. owes much of its success to the collective expertise of their advisors, including the seasoned professionals Amy Braun-Bostich, Douglas Bostich, and Cassandra Kirby, who have been pivotal in the firm's long-term growth and client satisfaction. With their commitment to delivering personalized financial solutions, Braun-Bostich & Associates Inc. continues to thrive, exemplifying excellence in the investment advisory field.

WMS Wealth Planners, headquartered in Pittsburgh, PA, is a reputable investment advisory firm known for its exceptional wealth management services. With a team of seven dedicated professionals, including four seasoned investment advisors, they cater to a diverse clientele seeking personalized financial guidance. Impressively, WMS Wealth Planners manages an average of $235,490,000 in assets per investment advisor, significantly surpassing the industry standard. Their compensation structure offers various options, such as a percentage of assets under management and performance-based fees, ensuring a mutually beneficial partnership with their clients. Catering primarily to high net worth individuals, WMS Wealth Planners has cultivated relationships with over 200 individual clients, overseeing a substantial $200,127,000 in assets under management. While the majority of their managed assets are for individuals, they also possess the expertise to oversee employer funds, although 401K and individual accounts make up less than 30% of their portfolio. In addition to their investment advisory services, WMS Wealth Planners serves as an insurance broker or agent, providing comprehensive risk management solutions to safeguard their clients' assets. With two offices, they offer convenient accessibility to their services throughout the Pittsburgh area. The firm takes pride in its experienced team, with notable advisors like Daniel Eller, Aaron Kahn, and Herman Kahn, who have provided steadfast expertise to clients for an extended period. With their unwavering commitment to delivering tailored financial solutions and their exemplary track record, WMS Wealth Planners continues to be a trusted partner in helping clients achieve their long-term financial goals.

McKinley Carter Wealth Services, Inc. is a highly reputable and successful regional investment advisory firm located in Wheeling, WV. With 56 dedicated employees, 36 of whom specialize in providing top-notch investment advisory services, the company ensures exceptional client experiences. Their impressive average of approximately $129,620,000 in assets under management per investment advisor exceeds industry standards, showcasing their expertise and ability to deliver outstanding results. With a strong compensation structure that includes various methods, such as a percentage of assets under management, McKinley Carter Wealth Services, Inc. attracts and retains top talent in the industry. They boast a substantial client base, serving over 1,270 individual clients who entrust them with their substantial assets totaling more than $1,904,927,000 under management. While 401K and individual accounts constitute less than 30% of their assets under management, the company possesses the expertise to effectively manage employer funds. An impressive 91% of the assets they oversee are handled on a discretionary basis, reflecting their clients' confidence in their decision-making abilities. McKinley Carter Wealth Services, Inc. has established itself as a leader in the region, operating from seven strategically located offices. The company takes pride in its long-tenured advisors, including notable individuals like Teresa Shawver, Brian Gongaware, and Suzette Smith, who bring years of experience and expertise to the table. With a commitment to personalized service and exceptional financial guidance, McKinley Carter Wealth Services, Inc. continues to be a trusted partner for individuals and organizations seeking to secure their financial future.

FNB Wealth Management is a prominent investment advisory firm based out of Pittsburgh, PA. With a dedicated team of 45 professionals, they offer a comprehensive range of financial services to individuals and businesses alike. Among their talented staff, 23 experts specialize in providing top-notch investment advisory services, ensuring their clients receive personalized guidance tailored to their unique financial goals. Renowned for their exceptional track record, FNB Wealth Management boasts an impressive average of approximately $135,730,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting their expertise in growing and safeguarding their clients' wealth. With over 240 individual clients, FNB Wealth Management manages a substantial portfolio of assets totaling more than $5,727,498,000. Remarkably, every dollar they oversee is under discretionary management, demonstrating their clients' trust in the firm's strategic decision-making. Operating from 15 conveniently located offices throughout Pittsburgh, FNB Wealth Management offers convenient access to their services. The firm takes pride in its longstanding presence in the region, with several advisors, including Brandon Miller, Jeffrey Wagner, and Mary Schrock, contributing their expertise and guidance for an extended period. FNB Wealth Management's compensation structure is designed to align their interests with their clients'. It includes various types, such as a percentage of assets under management, ensuring that the firm's success is tied to the success of their clients' investments. As a local investment advisory firm, FNB Wealth Management combines a deep understanding of the Pittsburgh market with a global perspective to deliver exceptional financial strategies and build long-term relationships based on trust and results.

Confluence Financial Partners is a renowned regional investment advisory firm headquartered in McMurray, PA, with four offices strategically located to serve clients effectively. The firm boasts a total of 42 dedicated professionals, with 26 of them providing exceptional investment advisory services to a diverse clientele. Impressively, Confluence Financial Partners' investment advisors average approximately $260,010,000 in assets under management per advisor, well above the industry average. This exceptional figure demonstrates the firm's expertise in managing substantial portfolios on behalf of their clients. With over 1,820 individual clients and a combined total of $2,469,851,000 in assets under management, Confluence Financial Partners focuses primarily on serving high-net-worth individuals. The firm's ability to successfully handle significant assets on behalf of their clients highlights their expertise in catering to the unique financial needs of affluent individuals. While 401K and individual accounts constitute less than 30% of their assets under management, Confluence Financial Partners possesses the capability to manage employer funds, ensuring a comprehensive range of investment services for their clients. An impressive 94% of the assets they manage are under discretionary management, reflecting the trust clients place in the firm's investment strategies. In addition to investment advisory services, Confluence Financial Partners also provides insurance brokerage services, further enhancing their ability to offer comprehensive financial solutions to their clients. Confluence Financial Partners takes pride in its experienced team of advisors, including Kurt Kimmich, Zachery Saunders, and Brandon Corlett, who have demonstrated their commitment and expertise over the years. As a regional powerhouse in the investment advisory industry, Confluence Financial Partners continues to deliver personalized service, expert guidance, and exceptional wealth management solutions to clients in McMurray, PA, and the surrounding areas.

Touchstone Capital, Inc. is a small investment advisory firm based out of Pittsburgh, PA, with one office. With a total of 12 employees, three of whom provide investment advisory services, they have established themselves as a reliable and trusted partner for their clients. With an average of $45,910,000 in assets under management per investment advisor, Touchstone Capital, Inc. falls in line with the industry average. They have built a diverse compensation structure that includes a percentage of assets under management and fixed fees, among other types. Touchstone Capital, Inc. has a strong foothold in the employer 401K and individual market, with approximately half of their assets under management stemming from these sources. Their extensive experience in this space enables them to provide tailored and effective investment strategies to meet the unique needs of their clients. Furthermore, all of the assets they manage are discretionary, ensuring that their clients trust them to make informed decisions on their behalf. In addition to their investment advisory services, Touchstone Capital, Inc. also serves as an insurance broker or agent. Their commitment to comprehensive financial planning sets them apart in the industry, allowing them to offer holistic solutions to their clients' financial needs. With over 210 individual clients and an impressive $137,737,000 in assets under management, Touchstone Capital, Inc. has proven their ability to build long-term relationships and deliver results. The firm boasts a team of experienced advisors, including Donald Clark, David Simeone, and Theodore Kerr, who have been with the company for a significant period, ensuring stability and continuity for their clients.

HOFFMAN CAPITAL ADVISORS LLC, based in Cranberry Twp, PA, is a prominent local investment advisory firm that boasts an extensive client base, catering to over 580 individual clients. With a staggering $148,200,000 in assets under management, they have firmly established themselves as a trusted partner in financial management. Operating from two well-equipped offices, Hoffman Capital Advisors specializes in managing employer 401K plans and individual investments, with a remarkable 80% of their assets falling under these categories. Renowned for their expertise and proficiency in 401K plan management, Hoffman Capital Advisors excels at tailoring comprehensive investment strategies to meet the unique needs of employers and employees alike. Impressively, 99% of the assets they manage are under their discretionary control, enabling them to execute investment decisions swiftly and effectively. Hoffman Capital Advisors implements a versatile compensation structure, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their diverse clientele. With a team of six dedicated professionals solely focused on providing top-notch investment advisory services, they maintain an exceptional average of approximately $24,700,000 in assets under management per investment advisor. Notably, Hoffman Capital Advisors takes pride in their experienced staff, some of whom have been with the firm for an extended period. Advisors like Alex Feyche, David Smith, and Josiah Hoffman bring a wealth of knowledge and expertise to the table, enhancing the firm's capabilities and client service. Hoffman Capital Advisors LLC's unwavering commitment to delivering tailored investment solutions, combined with their impressive track record and highly qualified team, positions them as a trusted and reliable choice for individuals and employers seeking exceptional financial management services.

GPWM LLC is a reputable small investment advisory firm headquartered in Pittsburgh, PA, offering personalized financial services to a diverse clientele. With over 40 individual clients and an impressive $116,441,000 in assets under management, GPWM LLC has established itself as a trusted partner in wealth management. Operating from a single office, the firm caters to a broad range of clients, including high net worth individuals. While the firm's asset portfolio predominantly comprises discretionary accounts, encompassing over 70% of their managed assets, GPWM LLC also possesses the expertise to oversee employer funds. Their seasoned team of four skilled professionals specializes in providing comprehensive investment advisory services, ensuring that clients receive tailored strategies aligned with their unique financial goals. GPWM LLC's compensation structure is multi-faceted, incorporating various models, such as a percentage of assets under management. This approach ensures that the firm's interests are closely aligned with those of its clients, fostering a collaborative and mutually beneficial partnership. Among the firm's highly experienced advisors are Nicole Cosnotti, Richard Lerach, and Kevin Siebert, who have been with GPWM LLC for many years, contributing their expertise and insights to the firm's success. With an impressive average of $29,110,000 in assets under management per investment advisor, GPWM LLC demonstrates its commitment to delivering exceptional service and maximizing client wealth. As a trusted investment advisory firm, GPWM LLC continues to provide strategic financial guidance, leveraging their extensive industry knowledge and dedication to client success. With a focus on personalized wealth management solutions, the firm remains poised to assist clients in navigating the complex financial landscape.