Find Top Financial Advisors Near Indiana, Pennsylvania
Showing 1 - 12 of 35 results
Sort by
Relevancy
Distance
Alphabetical
COVINGTON INVESTMENT ADVISORS, INC.
Ligonier, Pennsylvania
Covington Investment Advisors, Inc. is a small investment advisory firm based out of Ligonier, PA, with one office. With a total of five dedicated employees, three of whom provide investment advisory services, Covington Investment Advisors caters to a diverse clientele seeking professional financial guidance. Their team of experienced advisors, including Nick Allen, Patrick Wallace, and Cindy Jones, boasts extensive industry knowledge and a commitment to delivering personalized solutions.
On average, each investment advisor at Covington manages approximately $67,810,000 in assets under management, aligning with the industry average. Their compensation structure is flexible and includes various types such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose a payment method that suits their needs and preferences.
With over 120 individual clients, Covington Investment Advisors oversees a substantial portfolio of more than $574,456,000 in assets under management. While 401K and individual accounts make up less than 30% of their assets, Covington possesses the capability to manage employer funds, broadening their scope of services.
The firm's primary focus is on discretionary asset management, with 96% of the assets they oversee falling under this category. This approach allows Covington Investment Advisors to exercise independent decision-making on behalf of their clients, actively seeking opportunities to maximize returns while mitigating risks.
Covington Investment Advisors, Inc. upholds a commitment to professionalism, integrity, and personalized service, providing their clients with the necessary tools and guidance to achieve their financial goals.
ADVICE & PLANNING SERVICES LLC
Youngwood, Pennsylvania
Advice & Planning Services LLC is a small investment advisory firm headquartered in Youngwood, PA, with one office location. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm boasts an average of $56,830,000 in assets under management per investment advisor, aligning with the industry average.
One of the notable strengths of Advice & Planning Services LLC lies in their expertise and experience in managing employer 401Ks and individual investments, which collectively account for approximately half of their assets under management. Their extensive knowledge in this space allows them to offer valuable guidance to clients seeking to maximize their retirement savings and personal investments.
As a registered representative of a broker-dealer, insurance broker, or agent, Advice & Planning Services LLC offers a diverse range of financial services to cater to their clients' needs. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees.
With an impressive 96% of the assets they manage being discretionary, clients can rely on the firm's expertise to make informed investment decisions on their behalf. Advice & Planning Services LLC currently serves over 260 individual clients, who entrust them with more than $113,665,000 in assets under management.
The firm takes pride in its team of experienced advisors, including Joseph Manko, Christina Bryner, and Ryan Naugle, who have established long tenures with the company. Their commitment to delivering personalized and tailored investment advice has earned them a reputation for excellence within the financial services industry.
MILESTONE ASSET MANAGEMENT, LLC
Pittsburgh, Pennsylvania
Milestone Asset Management, LLC, based out of Pittsburgh, PA, is a reputable local investment advisory firm with a strong presence in the region. With six offices strategically located, they offer personalized investment advisory services to a diverse clientele. The firm boasts a dedicated team of seven experienced professionals, all of whom are committed to delivering exceptional service and financial guidance.
Milestone Asset Management, LLC maintains an average of approximately $54,910,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is flexible, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges.
Notably, the firm has developed a solid reputation in managing employer 401Ks and individual portfolios, with these categories accounting for around half of their total assets under management. Their extensive experience in this space has allowed them to build a strong track record of success.
As a discretionary asset manager, Milestone Asset Management, LLC possesses the authority to make investment decisions on behalf of their clients, ensuring efficient and timely execution of investment strategies. Currently, they oversee a substantial portfolio, managing over $384,400,000 in assets for more than 880 individual clients.
Colin Barcley and Patrick Reinheimer, two of the longest-tenured registered advisors at Milestone Asset Management, LLC, bring a wealth of knowledge and expertise to the firm. Their commitment to delivering sound financial advice has contributed to the firm's success and earned them the trust of their clients.
With their local presence, dedicated team, and comprehensive investment services, Milestone Asset Management, LLC is well-positioned to continue providing top-notch financial guidance and investment management for individuals and businesses alike.
LEGEND FINANCIAL ADVISORS INC
Pittsburgh, Pennsylvania
Legend Financial Advisors Inc, a small investment advisory firm based out of Pittsburgh, PA, is dedicated to providing expert financial guidance and wealth management services. With one office in Pittsburgh, the firm boasts a team of 12 highly skilled professionals, four of whom specialize in investment advisory services.
Drawing upon their extensive industry knowledge, Legend Financial Advisors Inc manages an average of $61,640,000 in assets under management per investment advisor, aligning with the industry standard. Their compensation structure is designed to cater to various client needs, including a percentage of assets under management, hourly charges, and fixed fees.
While their focus primarily lies in managing assets for high-net-worth individuals, Legend Financial Advisors Inc also possesses the capability to oversee employer funds, although 401K and individual accounts account for less than 30% of their assets under management. The firm operates with 100% discretionary control over the assets they manage, ensuring swift decision-making and proactive portfolio adjustments.
With a strong client base of over 80 individuals, Legend Financial Advisors Inc currently oversees assets valued at more than $246,568,000. The firm takes pride in its experienced team of advisors, which includes industry veterans David Cawley, Robert White, and James Holtzman, who have made significant contributions to the firm's success.
As a trusted financial advisor, Legend Financial Advisors Inc continues to assist clients in achieving their financial goals through comprehensive wealth management strategies and personalized service.
TOUCHSTONE CAPITAL, INC.
Pittsburgh, Pennsylvania
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.
GIBSON CAPITAL, LLC
Wexford, Pennsylvania
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.
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
Wexford, Pennsylvania
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.
ROOTSTOCK ADVISORS
Sewickley, Pennsylvania
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.
THREE RIVERS EXECUTIVE CONSULTING, LLC
Wexford, Pennsylvania
Three Rivers Executive Consulting, LLC is a trusted investment advisory firm based in Wexford, PA. With a focus on providing personalized financial services, the firm operates from a single office, catering to clients' needs in the local area.
Comprising a team of 2 dedicated professionals, Three Rivers Executive Consulting offers comprehensive investment advisory services to its clients. Each advisor manages an average of approximately $19,790,000 in assets, showcasing their ability to effectively handle client portfolios.
The compensation structure at Three Rivers Executive Consulting includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive customized services based on their specific requirements.
Approximately half of the firm's assets under management are from employer 401K plans and individuals, demonstrating their expertise in this sector. With extensive experience in managing such accounts, Three Rivers Executive Consulting provides valuable insights and tailored solutions to their clients.
With over 100 individual clients and more than $39,573,000 in assets under management, Three Rivers Executive Consulting has established a strong presence in the industry. They manage 99% of their clients' assets on a discretionary basis, allowing their advisors to make informed investment decisions.
Nicholas Kennedy, one of the longest-tenured registered advisors at the firm since 2021, contributes his expertise to the team's success. Three Rivers Executive Consulting is committed to providing exceptional advisory services, building long-term relationships with clients, and helping them achieve their financial goals.
PETREDIS INVESTMENT ADVISORS
Warrendale, Pennsylvania
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.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
PETREDIS INVESTMENT ADVISORS
Warrendale, Pennsylvania
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.
HOFFMAN CAPITAL ADVISORS LLC
Cranberry Twp, Pennsylvania
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.
KOOMAN & ASSOCIATES
Altoona, Pennsylvania
Kooman & Associates, a local investment advisory firm based out of Altoona, PA, stands as a trusted financial partner to over 210 individual clients. With a remarkable $340,279,000 in assets under management, the firm has positioned itself as a leader in the industry. Boasting two offices, Kooman & Associates offers comprehensive financial services to a diverse range of clients.
While the firm manages a significant portion of its assets through discretionary accounts, it also possesses the expertise to handle employer funds. Notably, less than 30% of their assets under management are comprised of 401K and individual accounts. The firm primarily caters to high-net-worth individuals, constituting a substantial portion of their client base.
Kooman & Associates employs a compensation structure that encompasses various models, including a percentage of assets under management and fixed fees. With nine dedicated professionals on their team, five of whom specialize in investment advisory services, the firm delivers personalized and strategic guidance to their esteemed clientele. On average, each investment advisor manages approximately $68,060,000 in assets, aligning with industry standards.
Noteworthy individuals at Kooman & Associates include the long-serving advisors Jeffrey Starkey, Amy Delauter, and Kyle Moerschbacher, whose extensive experience and unwavering dedication have contributed to the firm's success. With a steadfast commitment to delivering tailored financial solutions, Kooman & Associates continues to solidify its position as a prominent player in the investment advisory landscape.
Browse Financial Advisors by City
AbingtonAllentownAltoonaAmblerAudubonBala CynwydBeaverBerwynBethlehemBlue BellBridgevilleBryn MawrButlerCamp HillCanonsburgCenter ValleyChadds FordChambersburgChesterbrookClarks GreenCoatesvilleCollegevilleConshohockenCranberry TwpDallasDelmontDevonDillsburgDowningtownDoylestownEast NorritonEastonEast PetersburgErieExtonFeastervilleFlourtownFort WashingtonFrazerGlen MillsGreensburgHanoverHarleysvilleHarmonyHarrisburgHavertownHermitageHorshamHuntingdon ValleyIndianaJenkintownJessupJohnstownKennett SquareKing Of PrussiaLancasterLansdaleLemontLemoyneLeolaLewisburgLigonierMalvernMcmurrayMechanicsburgMediaMilfordMonroevilleMontgomeryvilleMount JoyNeshannockNew CumberlandNew HopeNewtownNewtown SquareOakmontOaksPaoliPhiladelphiaPhoenixvillePittsburghPittstonPlymouth MeetingRadnorReadingRenfrewScrantonSewickleySilverdaleState CollegeSwarthmoreTannersvilleTunkhannockVenetiaWarrendaleWashingtonWayneW. ConshohockenWest ChesterWest ConshohockenWexfordWilkes-BarreWilliamsportWormleysburgWynnewoodWyomissingYardleyYorkYoungwood