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 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.

Valley Brook Capital Group, based out of Venetia, PA, is a reputable investment advisory firm that specializes in managing assets for high net worth individuals. With a team of seven dedicated employees, they provide comprehensive investment advisory services to their clients. On average, each investment advisor at Valley Brook Capital Group handles approximately $67,050,000 in assets under management, which aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This ensures flexibility and transparency in their client relationships. With over 130 individual clients, Valley Brook Capital Group manages a total of $155,927,000 in assets. While the majority of the assets they manage cater to high net worth individuals, Valley Brook Capital Group also has the capability to handle employer funds, although 401K and individual accounts make up less than 30% of their total assets under management. An impressive 91% of the assets they manage are discretionary, providing clients with the convenience and peace of mind that comes with professional investment management. Valley Brook Capital Group operates from three offices, serving their clients with convenience and accessibility. They take pride in their team of seasoned advisors, with notable figures like Robert Pulit, Gregory Martik, and Jayme Russo among their longest-tenured professionals. With their local presence and expertise in investment advisory services, Valley Brook Capital Group is a trusted partner for clients seeking personalized and effective wealth management solutions.

Braun-Bostich & Associates Inc., headquartered in Canonsburg, PA, is a well-established investment advisory firm with a strong presence in the financial industry. With a single office, the company boasts a dedicated team of eight professionals, four of whom specialize in providing top-notch investment advisory services. Drawing from their extensive expertise, Braun-Bostich & Associates Inc. effectively manages an impressive average of $45,310,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure reflects their commitment to delivering exceptional results for their clients. It encompasses various models, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Their exceptional track record in managing employer 401Ks and individual assets is a testament to their proficiency in this domain, with these sources accounting for approximately half of their assets under management. Notably, a substantial 98% of the assets they oversee are discretionary, enabling Braun-Bostich & Associates Inc. to exercise autonomous decision-making in optimizing investment strategies for their clients. With a vast client base of over 220 individuals, the firm commands an impressive $181,252,000 in total assets under management, further solidifying their position as a trusted wealth management partner. Braun-Bostich & Associates Inc. owes much of its success to the collective expertise of their advisors, including the seasoned professionals Amy Braun-Bostich, Douglas Bostich, and Cassandra Kirby, who have been pivotal in the firm's long-term growth and client satisfaction. With their commitment to delivering personalized financial solutions, Braun-Bostich & Associates Inc. continues to thrive, exemplifying excellence in the investment advisory field.

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, 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. 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.

Oakmont Capital Management, LLC is a local investment advisory firm based out of Oakmont, PA, boasting two well-established offices. With a total of 8 dedicated employees, 5 of whom specialize in providing comprehensive investment advisory services, Oakmont Capital Management, LLC stands as a trusted resource for clients seeking sound financial guidance. With an impressive average of approximately $91,130,000 in assets under management per investment advisor, the firm maintains a solid standing within the industry, aligning closely with the industry average. The compensation structure at Oakmont Capital Management, LLC encompasses various types, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring a flexible and equitable approach to client relationships. While 401K and individual accounts collectively represent less than 30% of their assets under management, Oakmont Capital Management, LLC excels in managing employer funds, showcasing their versatility and expertise in meeting the unique needs of corporate clients. A remarkable 75% of the assets they manage are held under discretionary authority, exemplifying their clients' trust in their decision-making capabilities. Oakmont Capital Management, LLC boasts a distinguished clientele, serving over 170 individual clients who entrust them with a substantial sum of assets under management totaling over $455,649,000. The firm takes pride in its experienced team of advisors, including Michael Ladakos, Thomas Thompson, and Lawrence Koteski, who have contributed their expertise and dedication to the firm's success over the long term. With a solid track record, comprehensive service offerings, and a commitment to their clients' financial well-being, Oakmont Capital Management, LLC remains a trusted and reputable name in the investment advisory industry.

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.

WMS Wealth Planners, headquartered in Pittsburgh, PA, is a reputable investment advisory firm known for its exceptional wealth management services. With a team of seven dedicated professionals, including four seasoned investment advisors, they cater to a diverse clientele seeking personalized financial guidance. Impressively, WMS Wealth Planners manages an average of $235,490,000 in assets per investment advisor, significantly surpassing the industry standard. Their compensation structure offers various options, such as a percentage of assets under management and performance-based fees, ensuring a mutually beneficial partnership with their clients. Catering primarily to high net worth individuals, WMS Wealth Planners has cultivated relationships with over 200 individual clients, overseeing a substantial $200,127,000 in assets under management. While the majority of their managed assets are for individuals, they also possess the expertise to oversee employer funds, although 401K and individual accounts make up less than 30% of their portfolio. In addition to their investment advisory services, WMS Wealth Planners serves as an insurance broker or agent, providing comprehensive risk management solutions to safeguard their clients' assets. With two offices, they offer convenient accessibility to their services throughout the Pittsburgh area. The firm takes pride in its experienced team, with notable advisors like Daniel Eller, Aaron Kahn, and Herman Kahn, who have provided steadfast expertise to clients for an extended period. With their unwavering commitment to delivering tailored financial solutions and their exemplary track record, WMS Wealth Planners continues to be a trusted partner in helping clients achieve their long-term financial goals.

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.