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.

Petredis Investment Advisors, a small investment advisory firm based in Warrendale, PA, distinguishes itself as a trusted partner in wealth management. With its headquarters strategically located in Warrendale, the firm boasts a team of seven dedicated professionals, four of whom specialize in providing top-notch investment advisory services. Known for their expertise, Petredis Investment Advisors maintains an impressive average of $220,470,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is designed to align with clients' needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Although less than 30% of their assets under management are attributed to 401K and individual accounts, Petredis Investment Advisors possesses the capability to effectively manage employer funds. Remarkably, 100% of the assets they oversee are discretionary, allowing them the flexibility to make independent investment decisions. Catering primarily to high net worth individuals, the firm has amassed an extensive client base, serving over 250 individual clients and effectively managing over $881,891,000 in assets. With a focus on building long-term relationships, Petredis Investment Advisors prides itself on its experienced team of advisors. Amongst the most tenured professionals at the firm are Athena Petredis, Alexandra Cameron, and Christian Petredis, who consistently provide exceptional financial guidance and support to their valued clients. Petredis Investment Advisors is committed to delivering personalized investment strategies, maintaining a high level of discretion, and ensuring that clients' financial objectives are achieved with utmost care and professionalism. As an established presence in the investment advisory landscape, they continue to thrive, offering comprehensive wealth management solutions tailored to meet the unique needs of their discerning clientele.

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.

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.

Beacon Financial Group, Inc. is a highly regarded local investment advisory firm headquartered in Aurora, OH. With a single office location, they have established a strong presence in the area. The firm boasts a dedicated team of eight employees, all of whom specialize in providing top-notch investment advisory services to their esteemed clientele. With an average of $70,470,000 in assets under management per investment advisor, Beacon Financial Group, Inc. remains on par with the industry average, reflecting their expertise and ability to deliver reliable financial guidance. The company's compensation structure is designed to cater to diverse client needs and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts constitute less than 30% of their assets under management, Beacon Financial Group, Inc. possesses the necessary expertise and capacity to effectively manage employer funds. A significant portion of the assets they manage, precisely 71%, is under discretionary management, enabling clients to entrust their investments with confidence. In addition to their investment advisory services, Beacon Financial Group, Inc. extends their offerings as a registered representative of a broker-dealer, as well as an insurance broker or agent. Their comprehensive approach ensures that clients receive comprehensive financial solutions tailored to their unique requirements. The firm proudly serves a diverse client base, comprising over 170 individual clients with a total of $563,738,000 in assets under management. Notably, Beacon Financial Group, Inc. is home to experienced and tenured advisors such as Brent Besinger, Janet Bauer, and Heather Pollack, who have consistently demonstrated their commitment to client success.

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.

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.

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.

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.

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.

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.