Top Financial Advisors in Canonsburg, Pennsylvania
Finding the right financial advisor in Canonsburg is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Canonsburg, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Canonsburg, PA.
Find the Best Financial Advisor Firms in Canonsburg:
GRANT STREET ASSET MANAGEMENT INC
CRD#: 106980
Address: 380 Southpointe Blvd South Pointe Plaza Ii Suite 315, Canonsburg, PA 15317
Clients: 274
Average Clients per Advisor: 45
AUM: $ 669M
H FINANCIAL MANAGEMENT
CRD#: 148209
Address: 400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317
Clients: 325
Average Clients per Advisor: 54
AUM: $ 534M
SANTORI & PETERS
CRD#: 105978
Address: 380 Southpointe Blvd. Suite 130, Canonsburg, PA 15317
Clients: 141
Average Clients per Advisor: 35
AUM: $ 390M
WYZE WEALTH ADVISORS, LLC
CRD#: 329413
Address: 1800 Main Street Suite 230, Canonsburg, PA 15317
Clients: 21
Average Clients per Advisor: 7
AUM: $ 230M
BRAUN-BOSTICH & ASSOCIATES INC.
CRD#: 288336
Address: 1600 Ashwood Drive Ste 1601, Canonsburg, PA 15317
Clients: 190
Average Clients per Advisor: 38
AUM: $ 221M
NETWORTH ADVISORS, LLC
CRD#: 311621
Address: 135 Technology Drive Suite 100, Canonsburg, PA 15317
Clients: 335
Average Clients per Advisor: 67
AUM: $ 159M
How We Chose the Top Financial Advisors in Canonsburg, Pennsylvania
To create this list of top financial advisor firms in Canonsburg, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Canonsburg has to offer.
Search Financial Advisors in Canonsburg, Pennsylvania
Deborah Faith Graver
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Jeffrey Thomas Bagley
Registered Affiliation(s):OSAIC FS, INC.
Mark Wood Ambrose
Registered Affiliation(s):STRATOS WEALTH PARTNERS, LTD
Paul Michael Grachen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Thomas Touscany
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Karen Lynn Lapina
Registered Affiliation(s):FRAGASSO FINANCIAL ADVISORS
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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