Financial advisers in Wexford, PA

7 registered investment adviser firms in Wexford managing $4.5B in assets, based on public SEC Form ADV filings.

Gibson Capital, LLC

Wexford, PA · Est. 2009

AUM: $3.0B
Per adviser: $433M
Advisers: 7

No reported disclosures

Muhlenkamp & Co INC

Wexford, PA · Est. 1981

AUM: $436M
Per adviser: $436M
Advisers: 1

No reported disclosures

Aspire Wealth Architects

Wexford, PA · Est. 2018

AUM: $290M
Per adviser: $97M
Advisers: 3

No reported disclosures

Gridiron Partners, LLC

Wexford, PA · Est. 2020

AUM: $286M
Per adviser: $143M
Advisers: 2

No reported disclosures

Yanni & Associates Investment Advisors, LLC

Wexford, PA · Est. 2022

AUM: $173M
Per adviser: $173M
Advisers: 1

No reported disclosures

Guardian Capital, LLC

Wexford, PA · Est. 2024

AUM: $128M
Per adviser: $32M
Advisers: 4

No reported disclosures

Success Wealth Management LLC

Wexford, PA · Est. 2023

AUM: $110M
Per adviser: $7M
Advisers: 15