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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.
WALDRON PRIVATE WEALTH
WALDRON PRIVATE WEALTH
Bridgeville, Pennsylvania
Waldron Private Wealth is a reputable regional investment advisory firm headquartered in Bridgeville, PA, with three offices strategically located to serve their clients effectively. With a total workforce of 58 dedicated professionals, 34 of whom specialize in providing top-notch investment advisory services, Waldron Private Wealth ensures exceptional financial guidance and wealth management solutions. With an average of approximately $104,980,000 in assets under management per investment advisor, Waldron Private Wealth aligns with industry standards. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, fixed fees, and commissions, allowing clients to select a payment plan that suits their needs. The firm prides itself on managing discretionary assets, which constitute an impressive 98% of the total assets they handle. The majority of these assets belong to high net worth individuals who trust Waldron Private Wealth to protect and grow their wealth effectively. Moreover, Waldron Private Wealth extends their services as an insurance broker or agent, catering to the diverse financial needs of their clientele. They boast a robust client base of over 100 individuals, collectively entrusting the firm with assets under management worth more than $3,569,486,000. Notably, the firm boasts a team of seasoned advisors, including John Waldron, Kevin Searfoss, and Matthew Helfrich, who have demonstrated their expertise and dedication over the long term. Their unwavering commitment to delivering personalized financial solutions has earned Waldron Private Wealth an outstanding reputation within the industry and among their satisfied clients.
OAKMONT CAPITAL MANAGEMENT, LLC
OAKMONT CAPITAL MANAGEMENT, LLC
Oakmont, Pennsylvania
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.
PITTSBURGH FINANCIAL PLANNERS, INC.
PITTSBURGH FINANCIAL PLANNERS, INC.
Bridgeville, Pennsylvania
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.
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.
BRAUN-BOSTICH & ASSOCIATES INC.
BRAUN-BOSTICH & ASSOCIATES INC.
Canonsburg, Pennsylvania
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.
VENATOR MANAGEMENT LLC
VENATOR MANAGEMENT LLC
Pittsburgh, Pennsylvania
Venator Management LLC is a small investment advisory firm based in Pittsburgh, PA, offering professional financial services to individual clients. With a team of three dedicated professionals, Venator Management specializes in investment advisory services, employing two experienced registered advisors to provide personalized guidance and strategic investment recommendations. With an average of approximately $83,840,000 in assets under management per investment advisor, Venator Management's performance aligns with the industry average, ensuring their clients' portfolios receive diligent attention and expertise. The firm prides itself on its comprehensive compensation structure, which includes various types such as a percentage of assets under management, providing incentives for optimal portfolio performance. Venator Management LLC has successfully built a loyal client base, serving over 20 individuals who entrust the firm with their financial assets. Remarkably, the total assets under management for these clients exceed an impressive $281,514,000. Demonstrating their commitment to client satisfaction, Venator Management manages 100% of these assets on a discretionary basis, enabling them to make informed investment decisions in alignment with their clients' financial goals. With their main office located in Pittsburgh, Venator Management LLC has established itself as a trusted local advisor within the community. Constantine Mamakos and David Fallgren, two highly experienced and dedicated registered advisors, have been pivotal in the firm's success, offering their expertise and fostering long-lasting relationships with their clients. Venator Management LLC strives to deliver exceptional investment advisory services, combining personalized attention, industry expertise, and a commitment to achieving their clients' financial objectives.
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.
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.
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.
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WMS WEALTH PLANNERS
WMS WEALTH PLANNERS
Pittsburgh, Pennsylvania
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.
GPWM LLC
GPWM LLC
Pittsburgh, Pennsylvania
GPWM LLC is a reputable small investment advisory firm headquartered in Pittsburgh, PA, offering personalized financial services to a diverse clientele. With over 40 individual clients and an impressive $116,441,000 in assets under management, GPWM LLC has established itself as a trusted partner in wealth management. Operating from a single office, the firm caters to a broad range of clients, including high net worth individuals. While the firm's asset portfolio predominantly comprises discretionary accounts, encompassing over 70% of their managed assets, GPWM LLC also possesses the expertise to oversee employer funds. Their seasoned team of four skilled professionals specializes in providing comprehensive investment advisory services, ensuring that clients receive tailored strategies aligned with their unique financial goals. GPWM LLC's compensation structure is multi-faceted, incorporating various models, such as a percentage of assets under management. This approach ensures that the firm's interests are closely aligned with those of its clients, fostering a collaborative and mutually beneficial partnership. Among the firm's highly experienced advisors are Nicole Cosnotti, Richard Lerach, and Kevin Siebert, who have been with GPWM LLC for many years, contributing their expertise and insights to the firm's success. With an impressive average of $29,110,000 in assets under management per investment advisor, GPWM LLC demonstrates its commitment to delivering exceptional service and maximizing client wealth. As a trusted investment advisory firm, GPWM LLC continues to provide strategic financial guidance, leveraging their extensive industry knowledge and dedication to client success. With a focus on personalized wealth management solutions, the firm remains poised to assist clients in navigating the complex financial landscape.