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.

ASG Investment Management, LLC, based out of Renfrew, PA, is a reputable and client-focused investment advisory firm. With over 460 individual clients and more than $148,905,000 in assets under management, they provide comprehensive financial services tailored to meet their clients' needs. As a small firm, they prioritize personalized attention and are dedicated to helping their clients achieve their financial goals. Specializing in managing employer 401Ks and individual investments, ASG Investment Management, LLC has extensive experience in this sector. They have established themselves as experts in the field, managing all of their clients' assets with discretionary authority. This approach allows them to make strategic investment decisions on behalf of their clients, ensuring optimal portfolio growth and risk management. ASG Investment Management, LLC's compensation structure is designed to align with their clients' best interests. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexible structure allows clients to choose a payment method that suits their preferences and financial circumstances. With a total of 8 employees, ASG Investment Management, LLC operates with a lean yet dedicated team. Two of their registered advisors, Curt Knotick and Ethan Lane, have served the firm for an extended period, bringing a wealth of knowledge and expertise to their clients. As an average-sized firm, ASG Investment Management, LLC manages an average of approximately $74,450,000 in assets per investment advisor, in line with industry standards. Their commitment to personalized service, industry expertise, and transparent compensation makes them a trusted partner for individuals and employers seeking professional investment management solutions.