Top financial advisors in Cranberry Township, PA
We've curated a list of the best financial advisors in Cranberry Township, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $133,715,742 Number of advisors 4 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.
Get matched with an advisorMethodology
To find the top financial advisors in Cranberry Township, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Hestia Capital Management, LLC
Hestia Capital Management, LLC is a Delaware Limited Liability Company investment adviser founded in January 2009, with its principal place of business in Mars, PA. The firm offers discretionary investment advisory services to private funds and separately managed accounts, primarily focusing on deep value, long-short equity, or long-only equity strategies. Hestia manages approximately $134 million in discretionary assets as of January 31, 2023. For clients who are not qualified investors, management fees generally do not exceed 1% of the market value of the portfolio per year. Qualified clients may also pay a 20% performance-based fee annually. Separately managed accounts have a minimum of $5,000,000, while private funds have a minimum of $250,000. Hestia exercises investment discretion over client accounts, subject to specified guidelines. The firm's investment strategies aim to maximize long-term, risk-adjusted absolute returns, investing primarily in publicly-traded equity securities. Clients are encouraged to review the firm's privacy policies and can contact Hestia for any questions regarding their personal information.
$133,715,742 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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.
Get matched with an advisorMethodology
To find the top financial advisors in Cranberry Township, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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