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Advisers in Sewickley, PA

10 advisers in Sewickley — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (4)Flat / fixed fees (8)% of assets managed (9)Retirement plan consulting (4)

All advisers

Aufman Associates INC2200 Georgetown Drive, Suite 401 · Sewickley, PA 15143 · (724) 934-5600 · Financial planningCRD 104622 · % of assets, Fixed fees · $971.5 million AUMSEC registeredNo commissions reportedBill Few Associates, INC.2100 Georgetown Drive, Suite 600 · Sewickley, PA 15143 · (412) 630-6000 · Financial planningCRD 133561 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedFragasso Financial Advisors2200 Georgetown Drive, Suite 302 · Sewickley, PA 15143 · (412) 227-3200 · Financial planningCRD 123255 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedJms Capital Group Wealth Services, LLC417 Thorn Street, Suite 300 · Sewickley, PA 15143 · (412) 415-1177 · Financial planningCRD 281325 · % of assets, Fixed fees · $174.0 million AUMSEC registeredNo commissions reportedNav Wealth Partners409 Broad Street Ste. 130 · Sewickley, PA 15143 · (412) 693-9050 · Financial planningCRD 332638 · % of assets, Fixed fees · $37.9 million AUMState registeredNo commissions reportedReliance Financial Advisors2200 Georgetown Drive, Suite 300 · Sewickley, PA 15143 · (724) 934-3122 · Financial planningCRD 121482 · Hourly charges, Fixed feesState registeredNo commissions reportedRoble, Belko and Company, INC.1603 Carmody Court, Suite 401 · Sewickley, PA 15143 · (724) 935-4990 · Financial planningCRD 123286 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedSchenley Capital, INC428 Walnut Street · Sewickley, PA 15143 · (412) 445-9956 · Financial planningCRD 133415 · % of assets, Hourly charges, Fixed fees · $73.3 million AUMState registeredNo commissions reportedSewickley Financial LLC415 Beaver Street, Suite 205 · Sewickley, PA 15143 · (414) 688-6733 · Financial planningCRD 172459 · % of assets, Hourly charges · $12.9 million AUMState registeredNo commissions reportedVam Group, LLC2200 Georgetown Drive, Suite 301 · Sewickley, PA 15143 · (724) 940-5400 · % of assets managedCRD 323226 · % of assets · $66.1 million AUMState registeredNo commissions reported
Talking to advisers in Sewickley? 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.