Top financial advisors in Sewickley, PA
We’ve curated a list of the best financial advisors in Sewickley, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$119,896,137
Number of advisors
4 advisors
| $119,896,137 | 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.
Methodology
To generate our top financial advisors list in Sewickley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sewickley. 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.
Jms Capital Group Wealth Services, LLC
JMS Capital Group Wealth Services LLC, established in 2015, is a SEC-registered investment adviser based in Sewickley, PA. The firm offers individual portfolio management services to various clients, including pension plans, individuals, trusts, estates, and charitable organizations. JMS provides continuous advice tailored to each client's investment needs, managing accounts on a discretionary or non-discretionary basis. The firm prioritizes client protection by staying within acceptable risk levels and acts as a fiduciary, obligated to act in clients' best interests. Investment strategies include long-term purchases, short-term purchases, equities, fixed income, options, mutual funds, and private equity. JMS also offers financial planning and pension consulting services, with fees based on the nature and complexity of services provided. The firm does not have a minimum account size requirement and does not engage in principal trading or agency cross transactions. Clients receive detailed account statements and transaction confirmations directly from the custodian, and JMS does not vote proxies on behalf of clients. JMS does not have any soft-dollar arrangements and does not receive soft-dollar benefits. The firm does not require or permit clients to direct brokerage. JMS does not maintain custody of client funds and does not have any financial conditions that may impair its ability to meet contractual obligations.
$119,896,137 under management
4 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 AdvisersPublication Of Periodicals Or NewslettersInsurance, Estate Planning
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 Sewickley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sewickley. 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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