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.

Steeloaks Investment Advisers, Inc., headquartered in Weirton, WV, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions to its diverse clientele. With over 220 individual clients and a total of $137,000,000 in assets under management, they have proven their ability to deliver exceptional investment services. Operating from a single office, Steeloaks Investment Advisers, Inc. offers a range of advisory services tailored to meet the unique needs and goals of their clients. While their portfolio comprises various types of assets, including 401K and individual accounts, these represent less than 30% of their total assets under management. They also possess the capability to effectively manage employer funds, offering a comprehensive suite of investment solutions. With a discretionary management approach, Steeloaks Investment Advisers, Inc. ensures that 99% of the assets they oversee are actively monitored and adjusted in line with market conditions and client objectives. Their compensation structure is designed to align their interests with those of their clients, including a percentage of assets under management and fixed fees. The firm's team consists of two dedicated professionals, each providing investment advisory services. With an average of approximately $68,500,000 in assets under management per investment advisor, Steeloaks Investment Advisers, Inc. maintains a standard comparable to the industry average. Dewey Guida, Sara Payne, and Donald Kendrick are among the firm's longest-tenured advisors, bringing a wealth of experience and expertise to Steeloaks Investment Advisers, Inc. Their commitment to providing exceptional guidance and service reflects the firm's dedication to client satisfaction. As a trusted partner in wealth management, Steeloaks Investment Advisers, Inc. strives to help clients achieve their financial goals through personalized strategies and a client-centric approach.

Three Cord True Wealth Management, LLC, based out of Beaver, PA, is a reputable investment advisory firm with a strong presence in the local community. With over 210 individual clients and assets under management totaling more than $150,286,000, they have established themselves as a trusted partner in managing wealth. Three Cord True Wealth Management, LLC operates from two offices, offering convenient access to their comprehensive financial services. As a registered representative of a broker-dealer and an insurance broker or agent, they provide a wide range of investment options and insurance solutions to cater to their clients' needs. Additionally, their affiliation with an accountant or accounting firm allows for comprehensive financial planning and tax services. While their focus lies in managing assets for high net worth individuals, Three Cord True Wealth Management, LLC also has the expertise to handle employer funds, though they constitute a smaller portion of their assets under management. Notably, 98% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. The firm's compensation structure includes various models, such as a percentage of assets under management, ensuring alignment with their clients' financial success. With a dedicated team of nine employees, including seven investment advisors, they maintain an average of approximately $21,470,000 in assets under management per investment advisor. At Three Cord True Wealth Management, LLC, clients benefit from the knowledge and experience of their longest tenured advisors, including Vasilios Rizos, Nicholas Raught, and Tod Arbutina. Their commitment to providing exceptional wealth management services has earned them a solid reputation in the industry and a loyal client base.

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.