HAPANOWICZ FINANCIAL
Pittsburgh, PA
AUM
$622.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME
412-261-5966
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
88 advisers found
MFA WEALTH ADVISORS, LLC
Pittsburgh, PA
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
412-343-8700
CONTINUIM EQUITY PARTNERS, LP
Pittsburgh, PA
AUM
$560.4M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-586-7651
VENATOR MANAGEMENT LLC
Pittsburgh, PA
AUM
$511.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-586-3747
PRIMESOLUTIONS ADVISORS, LLC
Pittsburgh, PA
AUM
$440.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Fixed fees
412-818-5780
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
Pittsburgh, PA
AUM
$406.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-261-3333
LEGEND FINANCIAL ADVISORS INC
Pittsburgh, PA
AUM
$389.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-635-9210
VISTA INVESTMENT MANAGEMENT, LLC
Pittsburgh, PA
AUM
$323.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
412-824-5940
WMS WEALTH PLANNERS
Pittsburgh, PA
AUM
$314.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-781-7100
CHRONOMETER PARTNERS LP
Pittsburgh, PA
AUM
$308.4M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917.468.7879
KAILASA CAPITAL MANAGEMENT LLC
Pittsburgh, PA
AUM
$298.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
(571) 313-0873
STEEL TOWER INVESTMENTS
Pittsburgh, PA
AUM
$258.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
412-586-2060
DWD PORTFOLIO SOLUTIONS, INC.
Pittsburgh, PA
AUM
$248.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
412-341-6642
KAPUSTA FINANCIAL GROUP
Pittsburgh, PA
AUM
$199.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-851-1400
OAK TREE INVESTMENT ADVISORS
Pittsburgh, PA
AUM
$192.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
412-802-8358
MARATHON STRATEGIC ADVISORS, LLC
Pittsburgh, PA
AUM
$182.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
740-282-5198
ATMOS ADVISORY, LLC
Pittsburgh, PA
AUM
$180.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
(412) 497-1766
AGILITY EQUITY PARTNERS
Pittsburgh, PA
AUM
$173.1M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
7249842009
CENTERVIEW WEALTH ADVISORS, LLC
Pittsburgh, PA
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
412-532-8111
ELM CAPITAL MANAGEMENT LLC
Pittsburgh, PA
AUM
$133.4M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING FEE AS A PERCENTAGE OF ACCOUNT VALUE
412-456-4700
OXFORD REAL ESTATE ADVISORS INC
Pittsburgh, PA
AUM
$116.9M
Wealth Mgmt
Team
2 employees
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
412-261-1500
HEALTHVIEW ASSET MANAGEMENT, INC.
Pittsburgh, PA
AUM
$104.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
412-782-5400
MORALIS TECHNOLOGIES, LLC
Pittsburgh, PA
AUM
$103.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
833-730-3700
COMPASS INVESTMENTS LLC
Pittsburgh, PA
AUM
$93.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
570-916-2208