Fiduciary advisors in Wexford, PA

7 registered advisers

SEC registration data shows 7 fiduciary advisory firms in Wexford, Pennsylvania. 6 are fee-only.

ASPIRE WEALTH ARCHITECTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wexford, PennsylvaniaCRD #297090
Typical Fee--
AUM$257M
Minimum--
Clients530

GIBSON CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Wexford, PennsylvaniaCRD #148836
Typical Fee--
AUM$2.6B
Minimum--
Clients1,179

GRIDIRON PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wexford, PennsylvaniaCRD #300920
Typical Fee--
AUM$246M
Minimum--
Clients73

GUARDIAN CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Wexford, PennsylvaniaCRD #156015
Typical Fee--
AUM$128M
Minimum--
Clients300

MUHLENKAMP & CO INC

Clean RecordAlso Compensated via Brokerage
Wexford, PennsylvaniaCRD #110787
Typical Fee--
AUM$436M
Minimum--
Clients69

SUCCESS WEALTH MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Wexford, PennsylvaniaCRD #299094
Typical Fee--
AUM$97M
Minimum--
Clients1,119

YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wexford, PennsylvaniaCRD #142913
Typical Fee--
AUM$173M
Minimum--
Clients416
Fiduciary Advisors in Wexford, Pennsylvania | FiduciaryListings