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Find Top Financial Advisors in Sewickley, Pennsylvania

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Sewickley, Pennsylvania
Last Updated - 19-Sep-2022

Sewickley has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 47 non-vetted advisors in your local area. These financial advisors in Sewickley, Pennsylvania have an average of 12 years of experience.

NOTE: The list of financial advisors in Sewickley, Pennsylvania mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Sewickley, Pennsylvania.

Qualified Financial Advisors in Sewickley, Pennsylvania
Financial Advisor Experience AUM Minimum Assets Fee Structure
Rebecca Pawuk
EDELMAN FINANCIAL ENGINES, LLC
1605 Carmody Court,
Building IV, Suite 100,
Sewickley, PA 15143
651 Holiday Drive,
Pittsburgh, PA 15220
12 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Sewickley

Qualifications CRD# 5519119
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1605 Carmody Court,
Building IV, Suite 100,
Sewickley,
PA
15143
Phone Number 724-900-2927

Office Location 651 Holiday Drive,
Building 5, Suite 400,
Pittsburgh,PA 15220
Phone Number 724-900-2927

Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Sewickley, Pennsylvania (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Roble, Belko And Company, Inc.
2200 Georgetowne Drive , Suite 200,
Sewickley, PA 15143
$936,283,334 829 A percentage of AUM
Hourly charges
Fixed fees
Aufman Associates Inc
2200 Georgetown Drive , Suite 401,
Sewickley, PA 15143
$875,704,723 243 A percentage of AUM
Fixed fees
Rootstock Advisors
2605 Nicholson Road , Building 5, Suite 5240,
Sewickley, PA 15143
$535,780,654 191 A percentage of AUM
Hourly charges
Fixed fees
Jms Capital Group Wealth Services, Llc
417 Thorn Street , Suite 300,
Sewickley, PA 15143
$160,573,053 440 A percentage of AUM
Fixed fees

    List of Additional Advisors in Sewickley, Pennsylvania*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anthony Ross
    Inquire with Anthony
    2607 Nicholson Rd, Ste 1100, Sewickley, PA  15143 724-550-2780
    Brian Eagon
    Inquire with Brian
    1603 Carmody Court, Suite 100, Sewickley, PA  15143 724-933-1469
    Anthony G Smulski
    Inquire with Anthony
    1603 Carmody Court, Suite 100, Sewickley, PA  15143 724-933-1486
    Amit S. Grover
    Inquire with Amit
    1603 Carmody Court, Suite 100, Sewickley, PA  15143 724-933-1560
    Benchmark Financial Advisors
    Inquire with Benchmark
    2605 Nicholson Road, Suite 3200, Sewickley, PA  15143 724-719-3277
    Alex Koter
    Inquire with Alex
    1603 Carmody Court, Suite 100, Sewickley, PA  15143 724-933-1580
    Armin Hooman
    Inquire with Armin
    2100 Georgetowne Dr, Ste 202, Sewickley, PA  15143 724-935-0200
    Bob Hoskin
    Inquire with Bob
    1603 Carmody Ct, Ste 400, Sewickley, PA  15143 724-799-2800
    Ardene S Effatt
    Inquire with Ardene
    1603 Carmody Ct, Ste 400, Sewickley, PA  15143 724-799-2823
    A Steve Hooman
    Inquire with A
    2100 Georgetowne Dr, Ste 202, Sewickley, PA  15143 724-935-0200
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?