Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Sewickley is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Sewickley & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Sewickley, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Sewickley, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Sewickley, Pennsylvania have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
ROBLE, BELKO AND COMPANY, INC. 1603 Carmody Court, Suite 401 Sewickley, PA, 15143 | 123286 | $849,913,868 | 890 | A Percentage of AUM, Fixed Fees |
AUFMAN ASSOCIATES INC 2200 Georgetown Drive, Suite 401 Sewickley, PA, 15143 | 104622 | $716,062,957 | 240 | A Percentage of AUM, Fixed Fees |
ROOTSTOCK ADVISORS 2605 Nicholson Road, Building 5, Suite 5240 Sewickley, PA, 15143 | 167665 | $435,433,816 | 193 | A Percentage of AUM, Fixed Fees |
JMS CAPITAL GROUP WEALTH SERVICES, LLC 417 Thorn Street, Suite 300 Sewickley, PA, 15143 | 281325 | $141,951,945 | 429 | A Percentage of AUM, Fixed Fees |
VAM GROUP, LLC 2100 Georgetown Drive, Suite 304 Sewickley, PA, 15143 | 323226 | $113,333,146 | 61 | A Percentage of AUM |
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