Networth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Networth Advisors, LLC provides portfolio management and financial planning services to individual and high‑net‑worth clients, overseeing roughly $185 million in discretionary assets across about 405 client relationships. In addition to one‑on‑one advice, the firm offers free educational workshops and produces local media content, including a paid radio show appearance and short television segments that cover general investment and retirement topics.
The firm creates an Investment Policy Statement for each client and manages accounts on a discretionary basis, using a mix of fundamental, quantitative, technical analysis and modern portfolio theory with a long‑term trading orientation. Networth selects third‑party model portfolios through the AE Wealth Management platform, serves as a portfolio manager in AE’s wrap program, and requires clients to custody assets at Fidelity.
Distinctive features include that several supervised persons are independent licensed insurance agents who may offer commissionable insurance and annuity products alongside advisory services, a dual role the firm addresses through disclosures and client acknowledgements. The firm limits its use of AI to administrative tasks, does not aggregate block trades for multiple clients, and documents procedures intended to manage conflicts tied to media activities and third‑party platform arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.5% $1,000,001 - $2,000,000: 1.4% $2,000,001+: 1.25%
Main office
4000 Town Center Blvd, Suite 220
Canonsburg PA 15317
Advisors at this office
6
Most active in
Florida · North Carolina · Ohio · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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