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.

JMS Capital Group Wealth Services, LLC is a reputable investment advisory firm based out of Sewickley, PA. With over 260 individual clients and a staggering $141,952,000 in assets under management, they have established themselves as a trusted partner in managing wealth. As a small firm with one office, they offer personalized services tailored to meet the unique financial goals of their clients. In addition to their expertise in investment advisory, JMS Capital Group Wealth Services, LLC also serves as an insurance broker or agent, ensuring comprehensive coverage for their clients' financial well-being. While they excel in managing employer funds, they also handle 401K and individual accounts, accounting for less than 30% of their assets under management. With 84% of their managed assets being discretionary, clients have the peace of mind that JMS Capital Group Wealth Services, LLC has the authority to make informed investment decisions on their behalf. The firm's compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring transparency and alignment with client interests. JMS Capital Group Wealth Services, LLC boasts a team of four dedicated employees, each providing top-notch investment advisory services. On average, their investment advisors handle approximately $35,490,000 in assets under management. Notably, the firm's longevity is attributed to the expertise of its long-standing advisors, including Scott Miller, John Schneider, and Melissa Corso. Through their commitment to personalized service, comprehensive wealth management, and a team of experienced professionals, JMS Capital Group Wealth Services, LLC stands as a trusted partner in helping clients achieve their financial goals.

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.

VAM Group, LLC, headquartered in Sewickley, PA, is a small investment advisory firm that provides professional services to a diverse range of clients. With a team of three dedicated employees, VAM Group specializes in offering investment advisory services, assisting individuals and organizations in managing their assets effectively. VAM Group prides itself on maintaining an impressive average of approximately $55,620,000 in assets under management per investment advisor. This figure falls within the industry average, demonstrating their ability to competently handle clients' financial portfolios. The firm's compensation structure encompasses various methods, including a percentage of assets under management and fixed fees, ensuring flexibility in meeting clients' needs. VAM Group has successfully amassed a client base of over 20 individuals, with a remarkable total of $113,333,000 in assets under management. Notably, VAM Group manages all of their clients' assets on a discretionary basis, showcasing their expertise and trustworthiness in making investment decisions. With a single office in Sewickley, PA, the firm's local presence allows them to maintain strong relationships with clients and provide personalized services. Bryan Vescio and Michael Dudkowski, two of the longest tenured registered advisors with VAM Group, bring a wealth of experience and knowledge to the firm. Their dedication, combined with the firm's commitment to professionalism and client satisfaction, sets VAM Group apart in the competitive investment advisory landscape.

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.

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.

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.

Investment Partners Ltd is a leading investment advisory firm headquartered in New Philadelphia, OH, with five branch offices strategically located to serve clients efficiently. With a dedicated team of 19 professionals, they specialize in providing comprehensive investment advisory services to a diverse range of clients. Out of their talented staff, 11 individuals are solely focused on delivering personalized investment advice, ensuring that each client receives the highest level of attention and expertise. With an impressive average of approximately $215,470,000 in assets under management per investment advisor, Investment Partners Ltd surpasses the industry average, reflecting their ability to attract and retain high-value clients. Their compensation structure is designed to align the interests of the firm with their clients' goals, including performance-based fees that motivate the team to achieve exceptional investment outcomes. With over 710 individual clients, Investment Partners Ltd manages a substantial portfolio of over $580,186,000 in assets under management. Although 401K and individual accounts make up less than 30% of their managed assets, the firm possesses the capability to effectively handle employer funds. Notably, 99% of the assets under their management are discretionary, enabling Investment Partners Ltd to execute investment strategies on behalf of their clients with the necessary agility and autonomy. By leveraging their local presence, industry expertise, and commitment to personalized service, Investment Partners Ltd continues to build lasting partnerships with clients seeking expert investment advisory services in New Philadelphia and beyond.

Dinuzzo Private Wealth, Inc. is a reputable investment advisory firm located in Beaver, PA, boasting an extensive presence with seven offices in the area. With a dedicated team of 19 professionals, nine of whom specialize in investment advisory services, Dinuzzo Private Wealth, Inc. delivers personalized financial guidance to a diverse clientele. On average, each investment advisor oversees approximately $93,570,000 in assets under management, aligning with industry standards. The firm's compensation structure includes various models, such as a percentage of assets under management, ensuring that the interests of clients and advisors are harmonized. While less than 30% of their assets under management come from 401K and individual accounts, Dinuzzo Private Wealth, Inc. possesses the expertise to manage employer funds. Notably, all assets under their management are discretionary, enabling the firm to exercise full discretion in investment decisions. Catering primarily to high-net-worth individuals, Dinuzzo Private Wealth, Inc. diligently oversees more than 560 individual clients, skillfully managing an impressive portfolio totaling over $842,109,000 in assets. The firm takes pride in its longstanding advisors, including Carl Hartman, Mark Dinuzzo, and Patrick Dinuzzo, whose extensive experience contributes to the firm's exceptional track record and client satisfaction. With a strong commitment to delivering comprehensive financial solutions and a focus on long-term wealth preservation, Dinuzzo Private Wealth, Inc. has established itself as a trusted partner for individuals seeking sound investment strategies and personalized guidance in the Beaver, PA region.

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.