Pennsylvania · 3 advisers
Financial Advisors in Warrendale, Pennsylvania
Looking for a financial advisor in Warrendale, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in Warrendale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $11.65B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$11.65B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Warrendale
Ranked by AUM · Fees, team & specialties at a glance
CS MCKEE
Warrendale, PA
AUM
$11.65B
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-566-1234
PETREDIS INVESTMENT ADVISORS
Warrendale, PA
AUM
$1.69B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
878-231-4300
DEFIANT CAPITAL GROUP
Warrendale, PA
AUM
$49.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
412-697-1435
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Common questions
- How many financial advisors are in Warrendale, Pennsylvania?
- 3 registered investment advisers are listed in our Warrendale directory, sourced from public SEC filings.
- What types of advisors are in Warrendale?
- 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 Warrendale?
- 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.