Pennsylvania · 3 advisers
Financial Advisors in Monroeville, Pennsylvania
Looking for a financial advisor in Monroeville, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in Monroeville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $543.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$543.4M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Monroeville
Ranked by AUM · Fees, team & specialties at a glance
MARION WEALTH MANAGEMENT
Monroeville, PA
AUM
$543.4M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
412-372-3849
COY CAPITAL MANAGEMENT
Monroeville, PA
AUM
$73.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-825-4040
ROSSI FINANCIAL ASSOCIATES, INC.
Monroeville, PA
AUM
$59.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-856-4880
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Common questions
- How many financial advisors are in Monroeville, Pennsylvania?
- 3 registered investment advisers are listed in our Monroeville directory, sourced from public SEC filings.
- What types of advisors are in Monroeville?
- 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 Monroeville?
- 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.