Pennsylvania · 12 advisers
Financial Advisors in Sewickley, Pennsylvania
Looking for a financial advisor in Sewickley, Pennsylvania? Falists indexes 12 SEC-registered and state-registered investment advisers in Sewickley — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $2.83B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
12
With website
12
Largest AUM
$2.83B
Financial planning
9
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sewickley
Ranked by AUM · Fees, team & specialties at a glance
FRAGASSO FINANCIAL ADVISORS
Sewickley, PA
AUM
$2.83B
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
412-227-3200
BILL FEW ASSOCIATES, INC.
Sewickley, PA
AUM
$2.72B
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
412 630-6000
ROBLE, BELKO AND COMPANY, INC.
Sewickley, PA
AUM
$1.55B
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(724) 935-4990
AUFMAN ASSOCIATES INC
Sewickley, PA
AUM
$971.5M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
724-934-5600
JMS CAPITAL GROUP WEALTH SERVICES, LLC
Sewickley, PA
AUM
$174.0M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-415-1177
SCHENLEY CAPITAL, INC
Sewickley, PA
AUM
$73.3M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-445-9956
VAM GROUP, LLC
Sewickley, PA
AUM
$66.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
724-940-5400
NAV WEALTH PARTNERS
Sewickley, PA
AUM
$37.9M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(412) 693-9050
SEWICKLEY FINANCIAL LLC
Sewickley, PA
AUM
$12.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
414-688-6733
RELIANCE FINANCIAL ADVISORS
Sewickley, PA
AUM
—
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
724-934-3122
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Common questions
- How many financial advisors are in Sewickley, Pennsylvania?
- 12 registered investment advisers are listed in our Sewickley directory, sourced from public SEC filings.
- What types of advisors are in Sewickley?
- 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 Sewickley?
- 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.