Find Top Financial Advisors Near Wheeling, West Virginia
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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.
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.
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.
MCKINLEY CARTER WEALTH SERVICES, INC.
MCKINLEY CARTER WEALTH SERVICES, INC.
Wheeling, West Virginia
McKinley Carter Wealth Services, Inc. is a highly reputable and successful regional investment advisory firm located in Wheeling, WV. With 56 dedicated employees, 36 of whom specialize in providing top-notch investment advisory services, the company ensures exceptional client experiences. Their impressive average of approximately $129,620,000 in assets under management per investment advisor exceeds industry standards, showcasing their expertise and ability to deliver outstanding results. With a strong compensation structure that includes various methods, such as a percentage of assets under management, McKinley Carter Wealth Services, Inc. attracts and retains top talent in the industry. They boast a substantial client base, serving over 1,270 individual clients who entrust them with their substantial assets totaling more than $1,904,927,000 under management. While 401K and individual accounts constitute less than 30% of their assets under management, the company possesses the expertise to effectively manage employer funds. An impressive 91% of the assets they oversee are handled on a discretionary basis, reflecting their clients' confidence in their decision-making abilities. McKinley Carter Wealth Services, Inc. has established itself as a leader in the region, operating from seven strategically located offices. The company takes pride in its long-tenured advisors, including notable individuals like Teresa Shawver, Brian Gongaware, and Suzette Smith, who bring years of experience and expertise to the table. With a commitment to personalized service and exceptional financial guidance, McKinley Carter Wealth Services, Inc. continues to be a trusted partner for individuals and organizations seeking to secure their financial future.
DWD PORTFOLIO SOLUTIONS, INC.
DWD PORTFOLIO SOLUTIONS, INC.
Pittsburgh, Pennsylvania
DWD Portfolio Solutions, Inc. is a small investment advisory firm based out of Pittsburgh, PA, specializing in providing comprehensive portfolio management services. With a team of six dedicated professionals, DWD offers personalized investment strategies tailored to meet the unique financial goals of their clients. Four of the firm's experienced advisors are actively engaged in offering investment advisory services, leveraging their extensive knowledge and expertise in the field. With an average of approximately $113,610,000 in assets under management per investment advisor, DWD Portfolio Solutions remains in line with industry standards. DWD's compensation structure is designed to provide flexibility and transparency to their clients. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose a fee arrangement that aligns with their specific needs. DWD Portfolio Solutions boasts an impressive roster of over 270 individual clients, with a total of more than $164,052,000 in assets under management. Notably, nearly half of these assets are sourced from employer 401(k) plans and individuals, indicating DWD's proficiency in managing these types of investments. With 99% of the assets they manage being discretionary, DWD Portfolio Solutions empowers clients by granting them the flexibility to focus on their core financial objectives while the firm handles the day-to-day investment decisions. Operating out of a single office, DWD Portfolio Solutions has cultivated a reputation for excellence and personalized service. The firm's longevity is reflected in their team of seasoned advisors, including Francis Schuler, Keith Woerner, and Maria Devlin, who have consistently delivered exceptional results and fostered lasting client relationships.
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FNB WEALTH MANAGEMENT
FNB WEALTH MANAGEMENT
Pittsburgh, Pennsylvania
FNB Wealth Management is a prominent investment advisory firm based out of Pittsburgh, PA. With a dedicated team of 45 professionals, they offer a comprehensive range of financial services to individuals and businesses alike. Among their talented staff, 23 experts specialize in providing top-notch investment advisory services, ensuring their clients receive personalized guidance tailored to their unique financial goals. Renowned for their exceptional track record, FNB Wealth Management boasts an impressive average of approximately $135,730,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting their expertise in growing and safeguarding their clients' wealth. With over 240 individual clients, FNB Wealth Management manages a substantial portfolio of assets totaling more than $5,727,498,000. Remarkably, every dollar they oversee is under discretionary management, demonstrating their clients' trust in the firm's strategic decision-making. Operating from 15 conveniently located offices throughout Pittsburgh, FNB Wealth Management offers convenient access to their services. The firm takes pride in its longstanding presence in the region, with several advisors, including Brandon Miller, Jeffrey Wagner, and Mary Schrock, contributing their expertise and guidance for an extended period. FNB Wealth Management's compensation structure is designed to align their interests with their clients'. It includes various types, such as a percentage of assets under management, ensuring that the firm's success is tied to the success of their clients' investments. As a local investment advisory firm, FNB Wealth Management combines a deep understanding of the Pittsburgh market with a global perspective to deliver exceptional financial strategies and build long-term relationships based on trust and results.
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.