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JFS WEALTH ADVISORS, LLC
JFS WEALTH ADVISORS, LLC
Hermitage, Pennsylvania
JFS Wealth Advisors, LLC is a well-established regional investment advisory firm based out of Hermitage, PA. With 10 offices strategically located, they have built a strong presence in the region. Committed to providing exceptional financial services, JFS Wealth Advisors, LLC employs a dedicated team of 89 professionals, 30 of whom specialize in investment advisory services. With an average of $99,460,000 in assets under management per investment advisor, JFS Wealth Advisors, LLC maintains a competitive position within the industry. Their compensation structure is designed to align with their clients' needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, JFS Wealth Advisors, LLC possesses the expertise to manage employer funds as well. A significant portion of the assets they manage, 88%, are discretionary, enabling them to make informed decisions on behalf of their clients. With an extensive client base of over 1,400 individuals, JFS Wealth Advisors, LLC oversees an impressive $2,983,685,000 in assets under management. The firm boasts a team of experienced advisors, including notable professionals such as Robert Jazwinski, Gary Dalessandro, and Deborah Stiger, who have contributed to the firm's long-standing success. JFS Wealth Advisors, LLC prides itself on providing personalized financial guidance tailored to meet each client's unique goals. With their experienced team and commitment to exceptional service, they have established themselves as a trusted partner in wealth management for individuals and organizations in Hermitage, PA, and the surrounding areas.
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.
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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.
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.