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. 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.

Pittsburgh Financial Planners, Inc., a small investment advisory firm based out of Bridgeville, PA, is dedicated to providing comprehensive financial planning services to its clients. With a team of five employees, including two experienced investment advisors, they offer expert guidance in managing clients' financial portfolios. With an average of $107,060,000 in assets under management per investment advisor, Pittsburgh Financial Planners, Inc. maintains an industry-average position. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, hourly charges, fixed fees, and commissions. Boasting a diverse client base, Pittsburgh Financial Planners, Inc. serves over 70 individual clients, overseeing more than $108,813,000 in assets under management. The majority of their managed assets are held by high net worth individuals, while 401K and individual accounts make up less than 30% of their total assets. Moreover, the firm possesses the capability to manage employer funds, further expanding their reach. Pittsburgh Financial Planners, Inc. stands out with 44% of their managed assets being discretionary, providing them with the flexibility to make investment decisions on behalf of their clients. Operating from a single office, the company is deeply rooted in the Bridgeville community. Among their dedicated team, Brian Yates and Stephen Bierker are two of the longest-tenured registered advisors. Their extensive experience and expertise contribute to the firm's success in delivering top-notch financial planning services to their valued clientele.

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.

Confluence Financial Partners is a renowned regional investment advisory firm headquartered in McMurray, PA, with four offices strategically located to serve clients effectively. The firm boasts a total of 42 dedicated professionals, with 26 of them providing exceptional investment advisory services to a diverse clientele. Impressively, Confluence Financial Partners' investment advisors average approximately $260,010,000 in assets under management per advisor, well above the industry average. This exceptional figure demonstrates the firm's expertise in managing substantial portfolios on behalf of their clients. With over 1,820 individual clients and a combined total of $2,469,851,000 in assets under management, Confluence Financial Partners focuses primarily on serving high-net-worth individuals. The firm's ability to successfully handle significant assets on behalf of their clients highlights their expertise in catering to the unique financial needs of affluent individuals. While 401K and individual accounts constitute less than 30% of their assets under management, Confluence Financial Partners possesses the capability to manage employer funds, ensuring a comprehensive range of investment services for their clients. An impressive 94% of the assets they manage are under discretionary management, reflecting the trust clients place in the firm's investment strategies. In addition to investment advisory services, Confluence Financial Partners also provides insurance brokerage services, further enhancing their ability to offer comprehensive financial solutions to their clients. Confluence Financial Partners takes pride in its experienced team of advisors, including Kurt Kimmich, Zachery Saunders, and Brandon Corlett, who have demonstrated their commitment and expertise over the years. As a regional powerhouse in the investment advisory industry, Confluence Financial Partners continues to deliver personalized service, expert guidance, and exceptional wealth management solutions to clients in McMurray, PA, and the surrounding areas.

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.

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, 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 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.

DWD Portfolio Solutions, Inc. is a small investment advisory firm based out of Pittsburgh, PA, specializing in providing comprehensive portfolio management services. With a team of six dedicated professionals, DWD offers personalized investment strategies tailored to meet the unique financial goals of their clients. Four of the firm's experienced advisors are actively engaged in offering investment advisory services, leveraging their extensive knowledge and expertise in the field. With an average of approximately $113,610,000 in assets under management per investment advisor, DWD Portfolio Solutions remains in line with industry standards. DWD's compensation structure is designed to provide flexibility and transparency to their clients. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose a fee arrangement that aligns with their specific needs. DWD Portfolio Solutions boasts an impressive roster of over 270 individual clients, with a total of more than $164,052,000 in assets under management. Notably, nearly half of these assets are sourced from employer 401(k) plans and individuals, indicating DWD's proficiency in managing these types of investments. With 99% of the assets they manage being discretionary, DWD Portfolio Solutions empowers clients by granting them the flexibility to focus on their core financial objectives while the firm handles the day-to-day investment decisions. Operating out of a single office, DWD Portfolio Solutions has cultivated a reputation for excellence and personalized service. The firm's longevity is reflected in their team of seasoned advisors, including Francis Schuler, Keith Woerner, and Maria Devlin, who have consistently delivered exceptional results and fostered lasting client relationships.

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.