Randall & Associates Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Randall & Associates Wealth Management serves individual clients (including high-net-worth individuals), family entities, non-profit organizations, foundations, and businesses, providing investment and wealth management as well as financial planning and consulting. The firm manages roughly $167 million in client assets and is supported by two advisors.
The firm builds customized, risk‑adjusted, tax‑aware asset allocations that combine active and passive strategies across equities, fixed income, ETFs, mutual funds and, when appropriate, alternative or held‑away investments; it offers both discretionary and non‑discretionary portfolio management and periodic account reviews. Security selection blends qualitative, quantitative, technical and relative‑strength analysis, and client plans are designed to reflect individual cash‑flow, risk tolerance and tax considerations.
Randall & Associates is a sponsor of a wrap fee program and has a negotiated brokerage relationship with TradePMR/FCC, including participation in TradePMR’s asset‑match promotion that carries a multi‑year earn‑out and early‑removal provisions—arrangements that are uncommon among similarly sized supported firms. The firm also discloses and advertises third‑party ratings and recently changed its legal name (August 2025) and ownership structure, becoming solely owned effective January 1, 2026, which are notable details relative to peers.
Client services
Expertise
Fee options
Financial planning fees billed at fixed rates, generally not to exceed $20,000 annually
$0 - $250,000: 1.5% annually $250,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $2,000,000: 1.00% annually
$200-$450 per hour
Account minimum: $1,000,000
Main office
122 S Washington Street
Butler PA 16001
Advisors at this office
3
Most active in
Pennsylvania · Texas
Also doing business as
Bennett Associates Wealth Management · Randall & Associates Wealth Management · Randall & Associates Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Vanessa M
Series 66
Butler, PA
Randall & Associates Wealth Management
Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.
Donovan S
Series 63, Series 65
Butler, PA
Randall & Associates Wealth Management
Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bennett Associates Wealth Management and various Northwestern Mutual entities. He also has a background that includes time at Yale and the Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses by providing investment and wealth management along with financial planning and consulting. The firm offers customized, risk-adjusted, tax-aware asset allocations using a blend of active and passive strategies across multiple asset classes and provides both discretionary and non-discretionary portfolio management.
Collin R
CFP®, CFA®, Series 63, Series 65
Butler, PA
Randall & Associates Wealth Management
Collin Randall is a CFP® and CFA® with 14 years of experience in the financial industry. He is currently with Randall & Associates Wealth Management in Butler, PA, having previously worked at Bennett Associates Wealth Management, Wells Fargo Advisors, Amherst Pierpont Securities LLC, and Barclays Capital Inc. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management, financial planning, and consulting. The firm manages approximately $167 million in client assets and employs a customized, risk-adjusted, tax-aware investment approach that combines active and passive strategies across multiple asset classes.
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