Top 6 financial advisors in Canonsburg, PA
We’ve curated a list of the best financial advisors in Canonsburg, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$503,964,464
Number of advisors
12 advisors
| $503,964,464 | 12 advisors | |
| 2 |
Assets under management
$329,823,406
Number of advisors
5 advisors
| $329,823,406 | 5 advisors | |
| 3 |
Assets under management
$178,462,111
Number of advisors
8 advisors
| $178,462,111 | 8 advisors | |
| 4 |
Assets under management
$112,829,579
Number of advisors
9 advisors
| $112,829,579 | 9 advisors | |
| 5 |
Assets under management
$104,445,078
Number of advisors
3 advisors
| $104,445,078 | 3 advisors | |
| 6 |
Assets under management
$2,036,212
Number of advisors
1 advisors
| $2,036,212 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Canonsburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Canonsburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Grant Street Asset Management Inc
Grant Street Asset Management Inc is a financial advisory firm based in Canonsburg, Pennsylvania. It currently has approximately $503,964,464 of assets under management and employs about 12 people. Grant Street Asset Management Inc uses a fee structure of and a percentage of assets under your management.
$503,964,464 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)H Financial Management
H Financial Management is a Registered Investment Adviser located in Canonsburg, PA, offering investment advisory services to individuals, families, and businesses. The firm was established by Garrett Hoge, who owns a majority stake in the company. H Financial Management has over 1,500 advisory accounts with over $530 million in Assets under Management, offering both discretionary and non-discretionary investment advisory services. The firm primarily focuses on asset allocation strategies to optimize the risk/reward profile of client portfolios. They offer various portfolio allocation options, ranging from conservative income allocation to all-equity growth allocation, tailored to individual client objectives and risk preferences. H Financial Management primarily invests in mutual funds and exchange-traded funds, with a focus on low-cost options like American Funds, T. Rowe Price, and Vanguard. Clients of H Financial Management are primarily individuals and families, with a recommended aggregate relationship minimum of $750,000 to commence an investment management engagement. The firm charges an annual blended tiered fee based on a percentage of assets under management, with fees payable quarterly in advance. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. The firm's Chief Compliance Officer, Kent D. Aloia, is available to address any questions regarding the firm's services, fee structure, and potential conflicts of interest. H Financial Management emphasizes client education, transparency, and adherence to fiduciary duties in providing investment advisory services.
$329,823,406 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Braun-bostich & Associates Inc.
Braun-bostich & Associates Inc. is a financial advisory firm based in Canonsburg, Pennsylvania. It currently has approximately $178,462,111 of assets under management and employs about 8 people. Braun-bostich & Associates Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$178,462,111 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersNetworth Advisors, LLC
Networth Advisors, LLC is a Limited Liability Company established in Pennsylvania in 2021, transitioning to an SEC registered Investment Adviser in 2023. The firm's principal owner is Beth Andrews. Services offered include portfolio management, financial planning, and educational seminars. The firm operates as a fiduciary, acting in clients' best interests. Investment strategies include fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. Networth Advisors primarily recommends mutual funds, fixed income securities, equities, and ETFs. Clients are not required to have a minimum account size. Fees are asset-based, ranging from 1.25% to 1.5% annually. The firm does not accept performance-based fees. Clients have the option of selecting model portfolios managed by third-party advisers. Networth Advisors does not engage in proprietary trading and provides both discretionary and non-discretionary investment advisory services. The firm does not accept voting authority for client securities. Networth Advisors maintains financial stability and has not been involved in any bankruptcy petitions in the last ten years.
$112,829,579 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersEducational Seminars/workshopsMain Advisory, Inc.
Main Advisory, Inc. is a registered investment advisor established in October 2023 by Darla D. Main, CFP®, AIF®. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans, acting as a fiduciary to clients. Main Advisory provides customized investment advisory solutions, utilizing internal investment management and/or independent managers. The firm primarily focuses on long-term investment strategies, with a fee structure ranging from 0.50% to 1.25% annually. Clients' assets under management total $128,216,032 as of December 31, 2024, managed on a discretionary basis. The firm's investment philosophy involves fundamental and technical analysis methods, with a focus on continuous personal client contact and interaction. Main Advisory also offers financial planning services, retirement plan advisory services, and does not charge performance-based fees. The firm does not engage in wrap fee programs and does not accept or maintain custody of client assets, except for the deduction of advisory fees. Main Advisory operates with transparency, providing annual Disclosure Brochures and encouraging clients to read and discuss any questions they may have. For more information, clients can contact the firm at (724) 731-0173 or visit their website at https://MainAdvisory.com.
$104,445,078 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersBryan Advisory Services, LLC
Bryan Advisory Services, LLC, led by President Richard G. Bryan, Jr., is a Registered Investment Adviser based in Canonsburg, PA. Established in 2010, the firm offers advisory services focusing on investment management. Richard G. Bryan, Jr. holds a BA from Robert Morris College and has extensive business experience dating back to 1975. The firm's president is also involved in various other companies, primarily in the oil and gas sector. Clients can benefit from economic incentives received by Mr. Bryan from custodians, as detailed in Form ADV Part 2A. Investment portfolios are actively managed by Mr. Bryan, who oversees accounts monthly. No disciplinary events are associated with Richard G. Bryan, Jr., ensuring a clean record for clients. The firm operates with transparency, and additional information about Mr. Bryan is available on the SEC's website. Clients can expect personalized attention and a commitment to acting in their best interests from Bryan Advisory Services, LLC.
$2,036,212 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Canonsburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Canonsburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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