Pennsylvania · 5 advisers
Financial Advisors in Greensburg, Pennsylvania
Looking for a financial advisor in Greensburg, Pennsylvania? Falists indexes 5 SEC-registered and state-registered investment advisers in Greensburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $1.40B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$1.40B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Greensburg
Ranked by AUM · Fees, team & specialties at a glance
TRUSTMONT ADVISORY GROUP, INC.
Greensburg, PA
AUM
$1.40B
Team
60 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
724-468-5665
CHAPEL HILL INVESTMENT ANALYSTS INC
Greensburg, PA
AUM
$436.0M
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
(724)830-2600
THOR FINANCIAL TECHNOLOGIES
Greensburg, PA
AUM
$217.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS
412-860-6078
MCDOWELL ASSOCIATES INVESTMENTS, LP
Greensburg, PA
AUM
$23.0M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(412) 860-6078
ELLE INVESTMENT GROUP LLC
Greensburg, PA
AUM
$14.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
724-835-4272
More cities in Pennsylvania
Common questions
- How many financial advisors are in Greensburg, Pennsylvania?
- 5 registered investment advisers are listed in our Greensburg directory, sourced from public SEC filings.
- What types of advisors are in Greensburg?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Greensburg?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.