Randall & Associates Wealth Management logo

Randall & Associates Wealth Management

Updated today

Client assets under management

$165,503,169

Clients

166

28% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

55

Typical

Average account size

$997,007

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

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Tax-loss harvesting Charitable giving & philanthropy

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Fee options

Fixed

Financial planning fees billed at fixed rates, generally not to exceed $20,000 annually

Percentage

$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

Project-based

$200-$450 per hour

Other

Account minimum: $1,000,000

Main office location

Randall & Associates Wealth Management

122 S Washington Street

Butler PA 16001, United States

Number of offices

2

Most active in

Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
user avatar

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 designations and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bennett Associates Wealth Management. He has also been affiliated with Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies combining active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
user avatar

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.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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