Top financial advisors in Monroeville, PA
We’ve curated a list of the best financial advisors in Monroeville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$417,054,484
Number of advisors
5 advisors
| $417,054,484 | 5 advisors | |
| 2 |
Assets under management
$305,592,603
Number of advisors
6 advisors
| $305,592,603 | 6 advisors | |
| 3 |
Assets under management
$33,000,000
Number of advisors
36 advisors
| $33,000,000 | 36 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 Monroeville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Monroeville. 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.
Santori & Peters
Santori & Peters, Inc., operating as Santori & Peters, is a registered investment adviser based in Monroeville, PA, established in 1985. The firm offers personalized investment advisory services, including Total Asset Management, Pension and Qualified Retirement Planning, Personal Financial Planning, and Personal Financial Consultation. Clients participating in the Total Asset Management program receive personalized asset allocation recommendations and ongoing portfolio monitoring. The firm may recommend third-party investment advisers for certain services, with separate fees. Santori & Peters charges a percentage-based fee for portfolio management services, ranging from 0.125% to 1.00% annually, based on assets under management. Clients can grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. The firm does not accept performance-based fees or engage in side-by-side management. Santori & Peters primarily advises on mutual funds and ETFs, with additional investment options available based on client goals. The firm does not have any reportable disciplinary information and does not receive compensation for client referrals. Clients' assets are held with independent custodians, and the firm exercises limited custody over funds. Santori & Peters does not vote proxies on behalf of clients and does not have any material financial interest in client transactions. The firm's privacy policy ensures the protection of clients' personal information. Santori & Peters does not provide financial information to clients and does not require prepayment of fees. Clients may terminate agreements with the firm at any time.
$417,054,484 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 BusinessesPension Consulting ServicesSelection Of Other AdvisersFinancial ConsultingMarion Wealth Management
Marion Wealth Management, LLC, operating as Marion Wealth Management, is a Registered Investment Advisor based in Monroeville, PA. Established by Michael S. Marion and Jeffrey D. Lott, the firm primarily offers discretionary portfolio management services tailored to clients' needs and investment objectives. Clients grant Marion Wealth Management discretionary authority to manage their accounts, allowing the firm to formulate investment strategies and make transactions without prior approval. The firm may invest client assets in model portfolios designed for varying risk tolerances. Additionally, Marion Wealth Management provides services for accounts not directly held in custody, leveraging an Order Management System for asset allocation and rebalancing. The firm offers financial planning services, including retirement, tax, estate, insurance, and education planning. Marion Wealth Management recommends Charles Schwab & Co., Inc. or Interactive Brokers Group for brokerage and custodial services. The firm does not accept performance-based fees, participates in side-by-side management, or vote proxies on behalf of clients. Marion Wealth Management does not have any disciplinary disclosures and compensates solicitors for client referrals. The firm exercises limited custody over client funds and securities, primarily using a qualified custodian. Clients grant investment discretion to the firm, allowing Marion Wealth Management to direct investment activities. The firm does not vote client securities but may offer advice on corporate actions. Marion Wealth Management does not have financial constraints that would impact client commitments.
$305,592,603 under management
6 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 AdvisersInvicta Advisors LLC
Invicta Advisors, LLC is an SEC registered investment adviser based in Pennsylvania, established in 2018. The firm offers financial advice tailored to individual clients' financial situations, risk tolerance, and goals. Services include financial planning, investment management, and consulting on various business and personal matters. Investment recommendations cover a wide range of products, including securities, mutual funds, annuities, and government securities. Clients can opt for fully customizable portfolio management solutions or engage in financial planning services for a comprehensive evaluation of their financial state. Fees for advisory services are based on a percentage of assets under management, with a maximum fee of 2.0%. Consulting service fees are determined based on the nature and complexity of services provided. Invicta Advisors does not charge performance-based fees and provides services to various types of clients, including individuals, high net worth individuals, and charitable organizations. The firm employs fundamental, quantitative, and qualitative analysis methods in formulating investment advice. Investment strategies include long-term purchases and short-term purchases, with an emphasis on client-specific objectives and risk tolerance. Risks associated with investments are disclosed, including market risk, interest-rate risk, and liquidity risk. Invicta Advisors does not engage in soft dollar arrangements and does not vote proxies on behalf of clients. The firm maintains investment discretion for client accounts and does not have custody of client funds or securities. Clients have the option to terminate agreements with a 10-day notice, and the firm has no reportable disciplinary events. Invicta Advisors' financial condition is sound, with no bankruptcy history reported.
$33,000,000 under management
36 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 Businesses
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 Monroeville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Monroeville. 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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