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Find Retirement Advisors for Retirement Planning in Canonsburg, Pennsylvania

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.

Finding the Best Retirement Planners in Canonsburg, Pennsylvania

Last Updated - March 21, 2024

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.

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List of Qualified Retirement Planning Advisors in Canonsburg, Pennsylvania

advisor-photo

Qualifications
CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$150,000

Advisory Services:

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.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Top 6 Retirement Planning firms in Canonsburg, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GRANT STREET ASSET MANAGEMENT INC
380 Southpointe Blvd, South Pointe Plaza Ii Suite 315
Canonsburg, PA, 15317
$513,766,424103812
A Percentage of AUM
2
H FINANCIAL MANAGEMENT
400 Southpointe Blvd., Plaza One, Suite 420
Canonsburg, PA, 15317
$388,083,81414455
A Percentage of AUM, Hourly charges, Fixed Fees
3
BRAUN-BOSTICH & ASSOCIATES INC.
1600 Ashwood Drive, Ste 1601
Canonsburg, PA, 15317
$181,251,6209378
A Percentage of AUM, Fixed Fees
4
NETWORTH ADVISORS, LLC
135 Technology Drive, Suite 100
Canonsburg, PA, 15317
$112,829,5797939
A Percentage of AUM
5
BRYAN ADVISORY SERVICES, LLC
125 Technology Drive, Suite 105
Canonsburg, PA, 15317
$1,773,693211
A Percentage of AUM
6
MAIN ADVISORY, INC.
2400 Ansys Drive, Suite 102
Canonsburg, PA, 15317
$002
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Canonsburg, Pennsylvania

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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