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 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 registration checks. 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.
Sewickley has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Sewickley, Pennsylvania have an average of 32 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Transparent Financial Solutions
CFP®, CLU®, ChFC®
Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Fee-Based
Michael Marion
CFP®
Marion Wealth Management
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2200 Georgetown Drive, Suite 302 Sewickley, PA, 15143 | $2,422,371,738 | 5442 | 35 | A percentage of AUM, Fixed fees |
2 | 1603 Carmody Court, Suite 401 Sewickley, PA, 15143 | $1,075,569,668 | 1048 | 9 | A percentage of AUM, Fixed fees |
3 | 2200 Georgetown Drive, Suite 401 Sewickley, PA, 15143 | $808,380,423 | 240 | 7 | A percentage of AUM, Fixed fees |
4 | 2605 Nicholson Road, Building 5, Suite 5240 Sewickley, PA, 15143 | $495,865,179 | 191 | 3 | A percentage of AUM, Fixed fees |
5 | 417 Thorn Street, Suite 300 Sewickley, PA, 15143 | $143,844,876 | 407 | 4 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 123255
Assets Under Management $2,422,371,738
No. Of Clients5442
Clients Per Financial Advisor155
FRAGASSO FINANCIAL ADVISORS is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5442 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 123286
Assets Under Management $1,075,569,668
No. Of Clients1048
Clients Per Financial Advisor116
ROBLE, BELKO AND COMPANY, INC. is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1048 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104622
Assets Under Management $808,380,423
No. Of Clients240
Clients Per Financial Advisor34
AUFMAN ASSOCIATES INC is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $808M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167665
Assets Under Management $495,865,179
No. Of Clients191
Clients Per Financial Advisor64
ROOTSTOCK ADVISORS is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 281325
Assets Under Management $143,844,876
No. Of Clients407
Clients Per Financial Advisor102
JMS CAPITAL GROUP WEALTH SERVICES, LLC is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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