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Advisers in McMurray, PA

3 advisers in McMurray — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Confluence Financial Partners732 E McMurray Rd · McMurray, PA 15317 · (724) 271-8801 · Financial planningCRD 311980 · % of assets, Fixed fees · $7.8 billion AUMSEC registeredNo commissions reportedIlg Private Wealth, INC.157 Waterdam Road, Suite 270 · McMurray, PA 15317 · (724) 228-9910 · Financial planningCRD 292267 · % of assets, Hourly charges, Fixed fees · $82.7 million AUMState registeredNo commissions reportedTwin Capital Management INC3244 Washington Rd, Suite 202 · McMurray, PA 15317 · (724) 942-2000 · Flat / fixed feesCRD 104748 · % of assets, Fixed fees, Performance-based fees · $837.8 million AUMSEC registeredNo commissions reported
Talking to advisers in McMurray? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.