Showing 1 - 12 of 35 results
MACDOUGALL FINANCIAL COUNSELING
MACDOUGALL FINANCIAL COUNSELING
Delmont, Pennsylvania
Macdougall Financial Counseling is a reputable investment advisory firm headquartered in Delmont, PA. With a single office location, the firm boasts a team of three dedicated professionals, two of whom specialize in providing expert investment advisory services. Demonstrating their prowess in the industry, Macdougall Financial Counseling manages an impressive average of approximately $166,920,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is diverse, incorporating various methods such as a percentage of assets under management, fixed fees, and commissions. Although 401K and individual accounts make up less than 30% of their managed assets, Macdougall Financial Counseling possesses the capacity to effectively handle employer funds. Notably, the firm exercises complete discretion over 100% of the assets they manage, ensuring the utmost commitment to their clients' financial goals. Primarily catering to high net worth individuals, Macdougall Financial Counseling manages a substantial portfolio for over 100 individual clients, amounting to an impressive $333,838,000 in assets under management. The firm also extends their services as an insurance broker or agent, providing comprehensive financial solutions to meet clients' diverse needs. Macdougall Financial Counseling prides itself on its team of experienced advisors, including the esteemed professionals Elizabeth Macdougall, Kurtis Savage, and Allan Macdougall, who have remained dedicated to serving their clients over the long term. With their unwavering commitment to personalized financial guidance and a track record of success, Macdougall Financial Counseling continues to be a trusted partner in achieving financial security and prosperity for their valued clientele.
QUATTRO ADVISORS L.L.C.
QUATTRO ADVISORS L.L.C.
Pittsburgh, Pennsylvania
Quattro Advisors L.L.C. is a renowned investment advisory firm based out of Pittsburgh, PA. With a team of 5 dedicated professionals, they specialize in providing top-notch investment advisory services to their esteemed clientele. Each investment advisor at Quattro Advisors L.L.C. boasts an impressive average of approximately $398,330,000 in assets under management, significantly surpassing the industry average. The firm's compensation structure is designed to cater to diverse client needs and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With over 90 individual clients, Quattro Advisors L.L.C. manages a staggering sum of over $397,894,000 in assets. Notably, a significant portion of the assets they oversee is attributed to high net worth individuals, reflecting the firm's expertise in managing substantial wealth. An impressive 97% of the assets managed by Quattro Advisors L.L.C. are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. With 1 office in Pittsburgh, the firm has deep-rooted local connections and a comprehensive understanding of the regional financial landscape. Quattro Advisors L.L.C. takes pride in their experienced team, with several of their advisors boasting the longest tenures in the industry. Notable individuals include Jordon Popp, William Nelson, and Luigi Di Ianni, whose extensive expertise further enhances the firm's credibility and ability to deliver exceptional investment advisory services. Overall, Quattro Advisors L.L.C. stands out as a prominent and trusted investment advisory firm, leveraging their vast experience and personalized approach to help clients achieve their financial goals.
SANTORI & PETERS
SANTORI & PETERS
Monroeville, Pennsylvania
SANTORI & PETERS, based out of Monroeville, PA, is a reputable investment advisory firm catering to a diverse clientele. With over 110 individual clients and a remarkable $417,054,000 in assets under management, they have established a strong presence in the financial industry. Operating from two offices, Santori & Peters offers comprehensive investment advisory services to their esteemed clients. Setting themselves apart from the competition, Santori & Peters exclusively manages discretionary assets, providing their clients with the peace of mind that comes with professional expertise. Their compensation structure is designed to align with their clients' needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm's dedicated team comprises five employees, three of whom specialize in investment advisory services. With an impressive average of approximately $139,020,000 in assets under management per investment advisor, Santori & Peters stands above the industry average. This remarkable level of expertise has contributed to their clients' trust in the firm's ability to manage their wealth effectively. Santori & Peters takes pride in their long-standing team, with advisors like Ryan Neupaver, Norman Santori, and James Martin among their most tenured professionals. These experienced individuals bring valuable insights and years of expertise to the firm, further solidifying its reputation as a trusted financial advisor. In summary, Santori & Peters is a small but mighty investment advisory firm based in Monroeville, PA. With a strong track record, a substantial client base, and a team of seasoned professionals, they continue to excel in managing their clients' assets and providing top-tier financial advice.
PETREDIS INVESTMENT ADVISORS
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.
ROOTSTOCK ADVISORS
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.
FEDERATED INVESTMENT COUNSELING
FEDERATED INVESTMENT COUNSELING
Pittsburgh, Pennsylvania
Federated Investment Counseling, headquartered in Pittsburgh, PA, is a highly regarded regional investment advisory firm with a rich history and a strong presence in the industry. With a team of 210 dedicated professionals, they provide comprehensive investment advisory services to a diverse clientele. Out of their total workforce, 143 employees specialize in offering expert investment advice to their clients. With an impressive average of approximately $472,360,000 in assets under management per investment advisor, Federated Investment Counseling surpasses the industry average, showcasing their ability to deliver exceptional results and manage substantial portfolios effectively. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals and objectives. Federated Investment Counseling has established a formidable reputation, managing over $164,772,847,000 in discretionary assets for more than 4,210 individual clients. This remarkable achievement reflects their expertise in delivering personalized investment strategies tailored to each client's unique needs. In addition to their core services, Federated Investment Counseling also serves as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This breadth of expertise positions them as a comprehensive solution provider in the financial industry. With three offices in the Pittsburgh area, Federated Investment Counseling combines local presence with global knowledge, allowing them to serve clients both locally and across the nation. The firm boasts a team of seasoned advisors, including William Pribanic, John Fisher, and Anne Kruczek, who have contributed significantly to the firm's success with their expertise and extensive tenure. Overall, Federated Investment Counseling exemplifies a client-focused approach, combining industry-leading expertise, exceptional asset management capabilities, and a commitment to delivering tailored investment strategies to their valued clients.
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XPYRIA INVESTMENT ADVISORS, INC.
XPYRIA INVESTMENT ADVISORS, INC.
Pittsburgh, Pennsylvania
Xpyria Investment Advisors, Inc. is a local investment advisory firm based out of Pittsburgh, PA. With a single office, the company operates with a team of 11 dedicated professionals, of which 8 specialize in providing comprehensive investment advisory services. On average, each investment advisor oversees approximately $91,500,000 in assets under management, aligning with the industry average. The firm's compensation structure caters to various preferences, offering options such as a percentage of assets under management, fixed fees, and hourly charges. While their managed assets primarily consist of individual accounts and 401K plans, collectively representing less than 30% of the total, Xpyria Investment Advisors, Inc. also possesses the capability to effectively manage employer funds. Notably, the company exercises complete discretionary authority over 100% of the assets it manages. Boasting a substantial client base, Xpyria Investment Advisors, Inc. serves over 180 individual clients, skillfully overseeing assets exceeding $732,023,000. The company prides itself on the expertise and longevity of its advisors, with notable individuals like John Cummings, Bradley Prosper, and Natalee Esposito contributing to the firm's success for an extended period. With a commitment to providing tailored investment advice and a proven track record, Xpyria Investment Advisors, Inc. strives to offer comprehensive financial solutions to its clients in Pittsburgh and beyond.
LEGEND FINANCIAL ADVISORS INC
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.
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
Pittsburgh, Pennsylvania
Guyasuta Investment Advisors, Incorporated is a local investment advisory firm based out of Pittsburgh, PA. With two offices, they provide comprehensive financial services to clients in the region. With a team of 11 dedicated professionals, seven of whom specialize in investment advisory services, Guyasuta Investment Advisors, Incorporated boasts a wealth of expertise in the industry. With an impressive average of approximately $283,690,000 in assets under management per investment advisor, Guyasuta Investment Advisors, Incorporated surpasses the industry average, showcasing their ability to handle substantial portfolios. Their compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. Notably, all of the assets they manage are discretionary, allowing them the flexibility to make investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Guyasuta Investment Advisors, Incorporated manages a substantial portfolio of over $1,985,812,000 in assets for more than 100 individual clients. The firm has earned a reputation for providing personalized, tailored solutions that align with their clients' financial goals and risk tolerances. The long-standing success of Guyasuta Investment Advisors, Incorporated can be attributed in part to the expertise and experience of their advisors. Nancy Foster, John Connors, and Ronald Bartosh are among the firm's most tenured advisors, contributing to the depth of knowledge and stability of the team. Overall, Guyasuta Investment Advisors, Incorporated exemplifies a local investment advisory firm committed to delivering exceptional financial services to their clients in the Pittsburgh area.
OAK TREE INVESTMENT ADVISORS
OAK TREE INVESTMENT ADVISORS
Pittsburgh, Pennsylvania
Oak Tree Investment Advisors, based out of Pittsburgh, PA, is a small investment advisory firm dedicated to providing expert financial guidance to its clients. With a single office, the firm operates with a lean structure, employing a team of two highly skilled professionals who offer comprehensive investment advisory services. With an average of $71,060,000 in assets under management per investment advisor, Oak Tree Investment Advisors maintains a competitive standing within the industry. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with client goals and success. While 401K and individual accounts make up less than 30% of their assets under management, Oak Tree Investment Advisors possesses the capability to effectively manage employer funds. A notable characteristic is that 100% of the assets they handle are discretionary, emphasizing their expertise and autonomy in making investment decisions. Catering primarily to high net worth individuals, Oak Tree Investment Advisors serves over 140 individual clients, effectively managing more than $142,114,000 in assets. The firm prides itself on its commitment to personalized service, ensuring that each client's unique financial objectives are understood and incorporated into tailored investment strategies. Ronald Heakins and Jason Heakins are two of the longest-tenured registered advisors with Oak Tree Investment Advisors, contributing their extensive experience and expertise to the firm's success. With a focus on delivering exceptional results and building long-term relationships with their clients, Oak Tree Investment Advisors continues to be a trusted partner in navigating the complexities of the financial market.
ABSOLUTE CAPITAL MANAGEMENT, LLC
ABSOLUTE CAPITAL MANAGEMENT, LLC
Pittsburgh, Pennsylvania
Absolute Capital Management, LLC is a small investment advisory firm based out of Pittsburgh, PA. With 11 dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. Two of their skilled team members offer expert guidance in investment strategies tailored to individual client needs. With an impressive average of approximately $39,860,000 in assets under management per investment advisor, Absolute Capital Management, LLC has earned a reputation for their ability to effectively manage substantial client portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm takes pride in its extensive client base, serving over 1,330 individuals and overseeing a total of $257,462,000 in assets under management. Notably, nearly half of their managed assets originate from employer 401Ks or individual accounts, highlighting their expertise and success in this area. Absolute Capital Management, LLC operates with a high degree of autonomy, managing 99% of their clients' assets on a discretionary basis. This level of trust allows them to make well-informed investment decisions aligned with client goals and risk tolerance. Headed by experienced professionals, the firm's team boasts a strong track record of delivering exceptional service. Among the longest-tenured advisors at Absolute Capital Management, LLC are Alexander Barned, Iroland Garcia, and Phillip Gebben, who bring extensive knowledge and expertise to their clients' investment strategies. With their solid reputation and commitment to personalized service, Absolute Capital Management, LLC continues to be a trusted partner for individuals and businesses seeking effective wealth management solutions.
KOOMAN & ASSOCIATES
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.