Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Canonsburg has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Canonsburg, Pennsylvania have an average of 23 years of experience.
Qualifications
CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$150,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | GRANT STREET ASSET MANAGEMENT INC 380 Southpointe Blvd, South Pointe Plaza Ii Suite 315 Canonsburg, PA, 15317 | $513,766,424 | 1038 | 12 | A Percentage of AUM |
2 | H FINANCIAL MANAGEMENT 400 Southpointe Blvd., Plaza One, Suite 420 Canonsburg, PA, 15317 | $388,083,814 | 1445 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | BRAUN-BOSTICH & ASSOCIATES INC. 1600 Ashwood Drive, Ste 1601 Canonsburg, PA, 15317 | $181,251,620 | 937 | 8 | A Percentage of AUM, Fixed Fees |
4 | NETWORTH ADVISORS, LLC 135 Technology Drive, Suite 100 Canonsburg, PA, 15317 | $112,829,579 | 793 | 9 | A Percentage of AUM |
5 | BRYAN ADVISORY SERVICES, LLC 125 Technology Drive, Suite 105 Canonsburg, PA, 15317 | $1,773,693 | 21 | 1 | A Percentage of AUM |
6 | MAIN ADVISORY, INC. 2400 Ansys Drive, Suite 102 Canonsburg, PA, 15317 | $0 | 0 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 106980
Assets Under Management $513,766,424
No. Of Clients1038
Clients Per Financial Advisor87
GRANT STREET ASSET MANAGEMENT INC is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $514M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1038 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148209
Assets Under Management $388,083,814
No. Of Clients1445
Clients Per Financial Advisor289
H FINANCIAL MANAGEMENT is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $388M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1445 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288336
Assets Under Management $181,251,620
No. Of Clients937
Clients Per Financial Advisor117
BRAUN-BOSTICH & ASSOCIATES INC. is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 937 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311621
Assets Under Management $112,829,579
No. Of Clients793
Clients Per Financial Advisor88
NETWORTH ADVISORS, LLC is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 793 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153659
Assets Under Management $1,773,693
No. Of Clients21
Clients Per Financial Advisor21
BRYAN ADVISORY SERVICES, LLC is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $2M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 328040
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
MAIN ADVISORY, INC. is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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