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.

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.

Demming Financial Services Corp., headquartered in Aurora, OH, is a prominent investment advisory firm specializing in comprehensive financial planning and asset management solutions. With a team of 12 dedicated professionals, including 4 experienced investment advisors, Demming Financial Services Corp. has established a reputation for excellence in the industry. One of the key factors that sets them apart is their impressive average of approximately $813,450,000 in assets under management per investment advisor, surpassing the industry standard. Their compensation structure is diverse, incorporating a range of options such as a percentage of assets under management and fixed fees, ensuring flexible and tailored solutions for their clients. With a client base of over 570 individuals, Demming Financial Services Corp. manages more than $462,823,000 in assets. Their expertise predominantly lies in managing the financial affairs of high net worth individuals, and they possess considerable experience in handling employer 401Ks and individual investments, which constitute around half of their assets under management. As a small firm with one office, Demming Financial Services Corp. fosters a personalized approach to client relationships. They take pride in their team of accomplished advisors, including the longest tenured professionals Jacob Smail, Kevin Coholan, and Karen Bordonaro, who bring extensive knowledge and expertise to the table. Demming Financial Services Corp. is committed to helping clients achieve their financial goals through tailored investment strategies, comprehensive financial planning, and exceptional customer service. Their unwavering dedication to excellence has earned them a trusted position in the financial services landscape.

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.

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.

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.

Masters Consulting Group, based out of Chardon, OH, is a reputable and client-centric investment advisory firm with over 280 individual clients and an impressive $129,349,000 in assets under management. With their small yet dedicated team of 5 employees, including 2 experienced investment advisors, they offer personalized financial services to individuals and employer 401K plans. Specializing in discretionary asset management, Masters Consulting Group demonstrates a wealth of expertise in the 401K and individual investment space. They have established a solid reputation for delivering effective strategies and sound financial advice tailored to their clients' unique needs. As a registered representative of a broker-dealer and an insurance broker or agent, Masters Consulting Group provides comprehensive solutions for their clients' investment and insurance requirements. Their compensation structure is flexible and varied, including options such as a percentage of assets under management and hourly charges, ensuring transparency and alignment of interests. One of the firm's standout professionals is Jennifer Hope, a seasoned registered advisor who has been with the company since 2015. Her longevity within the organization is a testament to Masters Consulting Group's commitment to nurturing talent and fostering enduring client relationships. With their track record of successfully managing a substantial asset portfolio, Masters Consulting Group maintains an average of approximately $64,670,000 in assets under management per investment advisor, aligning with the industry average. This demonstrates their ability to effectively navigate the complexities of the investment landscape while ensuring client satisfaction. Overall, Masters Consulting Group stands out as a trusted partner for individuals and employers seeking expert guidance in investment management and insurance services.

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.

VAM Group, LLC, headquartered in Sewickley, PA, is a small investment advisory firm that provides professional services to a diverse range of clients. With a team of three dedicated employees, VAM Group specializes in offering investment advisory services, assisting individuals and organizations in managing their assets effectively. VAM Group prides itself on maintaining an impressive average of approximately $55,620,000 in assets under management per investment advisor. This figure falls within the industry average, demonstrating their ability to competently handle clients' financial portfolios. The firm's compensation structure encompasses various methods, including a percentage of assets under management and fixed fees, ensuring flexibility in meeting clients' needs. VAM Group has successfully amassed a client base of over 20 individuals, with a remarkable total of $113,333,000 in assets under management. Notably, VAM Group manages all of their clients' assets on a discretionary basis, showcasing their expertise and trustworthiness in making investment decisions. With a single office in Sewickley, PA, the firm's local presence allows them to maintain strong relationships with clients and provide personalized services. Bryan Vescio and Michael Dudkowski, two of the longest tenured registered advisors with VAM Group, bring a wealth of experience and knowledge to the firm. Their dedication, combined with the firm's commitment to professionalism and client satisfaction, sets VAM Group apart in the competitive investment advisory landscape.

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.

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.