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1,214 advisors near
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Out of 400,000+ nationwide
David F
CFP®, Series 63, Series 65
Pittsburgh, PA
Allegheny Investments
David Faith is a CFP® professional with 31 years of industry experience, currently serving at Allegheny Investments, Ltd. in Pittsburgh, PA, where he has worked since 2001. His credentials include Series 63 and Series 65 licenses. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers tailored portfolio management and planning solutions, utilizing in-house research and an investment committee, with both discretionary and non-discretionary account options.
William W
Series 66
Sewickley, PA
Fragasso Wealth Advisors
William Wolfe is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Fragasso Financial Advisors since 2012 and Private Client Services since 2018. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting.
James R
Series 63, Series 66
Zelienople, PA
Financial Management Strategies, Inc.
James Rogan is a financial advisor with Financial Management Strategies, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with Financial Management Strategies since 2015 and is also involved with Cranberry Highlands Golf Course. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting services, employing a range of investment analysis methods and providing both discretionary and non-discretionary account management.
Derek F
CFP®, Series 63, Series 65
Cranberry Twp, PA
Hoffman Capital Advisors LLC
Derek Finney is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hoffman Capital Advisors LLC. His prior roles include positions at LPL Financial LLC, Cambridge Investment Research Advisors, and PNC Investments, among others. He is also a licensed life insurance agent, though he does not devote time to this activity or receive compensation from it. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm manages approximately $160 million in client assets through a team of seven advisors, offering tailored investment programs and a broad range of strategies within a wrap-fee structure.
Nicholas C
Series 65
Sewickley, PA
Roble, Belko and Company, Inc.
Nicholas Cavanaugh is a financial advisor at Roble, Belko and Company, Inc. in Sewickley, PA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Hirtle, Callaghan & Co. LLC and Vicus Capital, Inc. among others. Roble, Belko and Company provides comprehensive wealth management services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations, focusing on larger households. The firm employs a strategic core/satellite asset-allocation approach and offers specialized strategies including the use of derivatives and sub-advisory arrangements to address complex, high-net-worth client needs.
Brandon D
Series 65
Cranberry Twp., PA
Capital A Wealth Management
Brandon Domenick is a Series 65-credentialed financial advisor with nine years of industry experience. He is currently with Capital A Wealth Management and has prior experience including work with AE Wealth Management and Westminster College. Outside of advising, he is an author and publisher of financial books and is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth households, foundations, trusts, estates, corporations, employer-sponsored retirement plans, and government clients. The firm employs a top-down, macro-driven investment approach emphasizing tactical asset allocation and sector rotation, and provides integrated services including tax and insurance through affiliated entities.
Benjamin R
Series 63, Series 65
Sewickley, PA
Bill Few Associates, Inc.
Benjamin Rosen is a financial advisor at Bill Few Associates, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience at The Vanguard Group, Inc. and TipRanks. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.72 billion across discretionary and non-discretionary accounts, using asset allocation guided by fundamental and qualitative analysis, with mutual funds and ETFs as primary investment vehicles.
Michael R
Series 63, Series 66
Harmony, PA
Rodgers Brothers, Inc.
Michael Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 66 credentials and having 32 years of industry experience. He has been with Rodgers Brothers since 1998. Outside of his advisory role, he is president and owner of Tinicum REO Capital, Inc., a consulting firm focused on real estate advisement and management. Rodgers Brothers, Inc. provides discretionary portfolio management services to a range of clients including individuals, trusts, and institutional entities. The firm employs a value-oriented investment approach combining fundamental and technical research and manages assets across multiple security types with strategies tailored to client objectives.
William K
Oakmont, PA
Invicta Advisors LLC
William Krzton is an advisor at Invicta Advisors LLC with six years of industry experience. He is also a practicing attorney at Three Rivers Law, where he has provided legal advice since 1994. Invicta Advisors offers portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides a range of advisory arrangements, including both discretionary and non-discretionary services.
Gregg I
Series 66
Mars, PA
MDRN Capital
Gregg Indovina is a financial advisor at MDRN Capital with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Golden Reserve Retirement, RFG Advisory, and Accelerated Wealth Advisors. Outside of his advisory work, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells insurance products and fixed annuities. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.
Thomas R
Series 65
Sewickley, PA
Bill Few Associates, Inc.
Thomas Reisdorf Jr. is a financial advisor at Bill Few Associates, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at First Commonwealth Advisors from 2016 to 2023. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.72 billion across discretionary and non-discretionary accounts, utilizing asset allocation guided by fundamental and qualitative analysis with regular portfolio review and rebalancing.
Patrick R
ChFC®, Series 65
Pittsburgh, PA
Milestone Asset Management, LLC
Patrick Reinheimer is a financial advisor at Milestone Asset Management, LLC in Pittsburgh, PA, holding the ChFC® designation and a Series 65 license, with six years of industry experience. His prior roles include positions at Brookstone Capital Management and Power Home Remodeling Group. He also holds a Life and Health Insurance License in Maryland. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and various institutions. The firm employs a combination of tactical and strategic portfolio management approaches, utilizing model portfolios and sub-advisory relationships to manage approximately $690.7 million in discretionary assets.
Robert S
Series 63, Series 65
Pittsburgh, PA
Allegheny Investments
Robert Spicher is a financial advisor at Allegheny Investments with 23 years of experience at the firm and over 40 years operating Spicher Associates, Inc., where he serves as president. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. In addition to his advisory work, he manages a non-investment related CPA business. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, and various plans, using a combination of proprietary research, third-party managers, and tailored strategies to meet client goals and risk profiles.
Leo S
Series 63, Series 66
Wexford, PA
BCR Financial Services, LLC
Leo Scalercio Jr. is a financial advisor at LPL Financial with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he is involved in insurance brokerage through Pittsburgh Brokerage Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with various non-advisory product offerings.
David D
Series 66
Cranberry Twp., PA
Capital A Wealth Management
David Domenick Jr. is a financial advisor with Capital A Wealth Management in Cranberry Township, PA, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Madison Avenue Securities and AE Wealth Management, among others. He is active in nonprofit education, serving as a member and presenter on retirement planning topics for the Association of Financial Consultants and the Council of Financial Educators. Capital A Wealth Management provides discretionary investment management and financial planning for individuals, high-net-worth households, foundations, trusts, estates, corporations, and retirement plans, including government clients. The firm employs a top-down, macro-driven investment approach emphasizing tactical asset allocation and integrates tax and insurance services through affiliated entities.
Alex F
Series 66
Cranberry Twp, PA
Hoffman Capital Advisors LLC
Alex Feyche is a financial advisor at Hoffman Capital Advisors LLC with six years of industry experience and holds a Series 66 designation. His work history includes roles at Mid Atlantic Capital Corporation, Ameritas Investment Corp, and Hefren-Tillotson. Outside of his advisory work, he is involved with Feyche Investment & Financial Planning, where he assists in financial planning activities. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in client assets through a team of seven advisors and employs a range of investment strategies including long-term investing, short sales, margin and options trading, and allocations to private placements and venture capital funds.
Robert Y
Series 66
Sewickley, PA
Fragasso Wealth Advisors
Robert Yelenovsky is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley and LPL Financial, and he is involved with the Marine Corps Scholarship Foundation’s Steel City Awards Dinner Committee. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets through a diversified global asset-allocation approach and offering discretionary asset management, financial planning, and retirement consulting services.
Sandra S
Series 65
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Sandra Steedle is a Series 65-licensed financial advisor with McKinley Carter Wealth Services, Inc. She has over 30 years of industry experience, including 28 years at Allegiance Financial Advisors and 4 years at her current firm. Outside of her advisory work, she is employed part-time in retail customer service at Kohl’s. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within tailored portfolio construction and an active use of independent managers and private placements.
Joseph D
Series 63, Series 65
Sewickley, PA
Bill Few Associates, Inc.
Joseph Deandrea is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Bill Few Associates since 2005 and concurrently associated with Bdm&O Financial Group since 2004. Outside of advisory services, he also sells insurance through Capitas/Pittsburgh Brokerage. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm employs a combined fundamental and qualitative investment approach, utilizes mutual funds extensively, and offers discretionary and non-discretionary management along with retirement account guidance.
David M
CFP®, ChFC®, Series 63, Series 66
Pittsburgh, PA
Quattro Advisors L.L.C.
David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.
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1,214 advisors near
15044
within the area shown on the map
Out of 400,000+ nationwide