Find Top Financial Advisors Near Cranberry Twp, Pennsylvania
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Hoffman Capital Advisors Llc
Hoffman Capital Advisors Llc
Hoffman Capital Advisors Llc
Pennsylvania, Cranberry Twp
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.
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Asg Investment Management, Llc
Asg Investment Management, Llc
Asg Investment Management, Llc
Pennsylvania, Renfrew
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.
Jfs Wealth Advisors, Llc
Jfs Wealth Advisors, Llc
Jfs Wealth Advisors, Llc
Pennsylvania, Hermitage
JFS Wealth Advisors, LLC is a well-established regional investment advisory firm based out of Hermitage, PA. With 10 offices strategically located, they have built a strong presence in the region. Committed to providing exceptional financial services, JFS Wealth Advisors, LLC employs a dedicated team of 89 professionals, 30 of whom specialize in investment advisory services. With an average of $99,460,000 in assets under management per investment advisor, JFS Wealth Advisors, LLC maintains a competitive position within the industry. Their compensation structure is designed to align with their clients' needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, JFS Wealth Advisors, LLC possesses the expertise to manage employer funds as well. A significant portion of the assets they manage, 88%, are discretionary, enabling them to make informed decisions on behalf of their clients. With an extensive client base of over 1,400 individuals, JFS Wealth Advisors, LLC oversees an impressive $2,983,685,000 in assets under management. The firm boasts a team of experienced advisors, including notable professionals such as Robert Jazwinski, Gary Dalessandro, and Deborah Stiger, who have contributed to the firm's long-standing success. JFS Wealth Advisors, LLC prides itself on providing personalized financial guidance tailored to meet each client's unique goals. With their experienced team and commitment to exceptional service, they have established themselves as a trusted partner in wealth management for individuals and organizations in Hermitage, PA, and the surrounding areas.