Showing 1 - 7 of 7 results
Sort by
Relevancy
Distance
Alphabetical
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.
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.
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.
WEST CHESTER CAPITAL ADVISORS INC
Johnstown, Pennsylvania
West Chester Capital Advisors Inc is a reputable investment advisory firm based in Johnstown, PA. With over 30 individual clients and a remarkable $918,336,000 in assets under management, the firm has established itself as a trusted partner for wealth management. Their sole office in Johnstown serves as a central hub for delivering personalized financial services.
As a small firm, West Chester Capital Advisors Inc prides itself on providing tailored investment solutions to meet the unique needs of each client. The firm's dedicated team of five professionals, with four specializing in investment advisory services, brings a wealth of expertise to the table. With an impressive average of $229,580,000 in assets under management per investment advisor, the firm surpasses industry standards.
West Chester Capital Advisors Inc's compensation structure offers a variety of options, including a percentage of assets under management and performance-based fees. This ensures that the firm's interests are aligned with those of its clients, promoting a mutually beneficial partnership.
Notably, West Chester Capital Advisors Inc's success is attributed in part to its seasoned advisors. Ronald Shostek, Steven Krawick, and Frank Lapinsky are among the firm's longest tenured professionals, boasting a wealth of experience and a deep understanding of the financial markets.
With a focus on discretionary management, West Chester Capital Advisors Inc offers comprehensive financial guidance and strives to maximize returns while managing risk. By combining expertise, personalized service, and a commitment to client success, the firm continues to foster long-lasting relationships and secure its position as a trusted advisor in the investment industry.
STEWART CAPITAL ADVISORS, LLC
Indiana, Pennsylvania
Stewart Capital Advisors, LLC is a reputable local investment advisory firm located in Indiana, PA. With a dedicated team of 11 employees, including five experienced investment advisors, they offer expert financial guidance to their clients. The firm manages an impressive total of $1,244,825,000 in assets under management, with an average of $85,090,000 per investment advisor, which aligns with industry standards.
Stewart Capital Advisors employs a diverse compensation structure tailored to meet clients' specific needs. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients have the freedom to choose the compensation arrangement that best suits their investment goals.
With a focus on discretion and client-centric service, Stewart Capital Advisors prides itself on managing 100% of its clients' assets on a discretionary basis. This approach empowers their clients to entrust the firm with making investment decisions on their behalf, while maintaining full transparency and open communication.
Operating from a single office, Stewart Capital Advisors has established itself as a trusted partner for individuals seeking personalized financial advice in the Indiana, PA area. The firm's success can be attributed in part to their team of highly tenured advisors, such as Malcolm Polley, Nicholas Westrick, and Matthew Difilippo, who bring extensive industry experience and a deep understanding of market trends to their clients' portfolios.
In summary, Stewart Capital Advisors, LLC is a distinguished investment advisory firm with a strong presence in Indiana, PA. Their commitment to personalized service, prudent investment management, and a knowledgeable team of advisors sets them apart as a trusted partner for clients looking to achieve their financial goals.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
STEWART CAPITAL ADVISORS, LLC
Indiana, Pennsylvania
Stewart Capital Advisors, LLC is a reputable local investment advisory firm located in Indiana, PA. With a dedicated team of 11 employees, including five experienced investment advisors, they offer expert financial guidance to their clients. The firm manages an impressive total of $1,244,825,000 in assets under management, with an average of $85,090,000 per investment advisor, which aligns with industry standards.
Stewart Capital Advisors employs a diverse compensation structure tailored to meet clients' specific needs. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients have the freedom to choose the compensation arrangement that best suits their investment goals.
With a focus on discretion and client-centric service, Stewart Capital Advisors prides itself on managing 100% of its clients' assets on a discretionary basis. This approach empowers their clients to entrust the firm with making investment decisions on their behalf, while maintaining full transparency and open communication.
Operating from a single office, Stewart Capital Advisors has established itself as a trusted partner for individuals seeking personalized financial advice in the Indiana, PA area. The firm's success can be attributed in part to their team of highly tenured advisors, such as Malcolm Polley, Nicholas Westrick, and Matthew Difilippo, who bring extensive industry experience and a deep understanding of market trends to their clients' portfolios.
In summary, Stewart Capital Advisors, LLC is a distinguished investment advisory firm with a strong presence in Indiana, PA. Their commitment to personalized service, prudent investment management, and a knowledgeable team of advisors sets them apart as a trusted partner for clients looking to achieve their financial goals.
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.
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.
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