FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Sewickley, PA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

18 financial advisors5 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

18 financial advisors5 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

AUFMAN ASSOCIATES INCCRD 104622

Advisory firm

Filed advisory firm office: Sewickley, PA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

Public source record; verify directlyCompare

BILL FEW ASSOCIATES, INC.CRD 133561

Advisory firm

Filed advisory firm office: Sewickley, PA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

Public source record; verify directlyCompare

FRAGASSO FINANCIAL ADVISORSCRD 123255

Advisory firm

Filed advisory firm office: Sewickley, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

Public source record; verify directlyCompare

JMS CAPITAL GROUP WEALTH SERVICES, LLCCRD 281325

Advisory firm

Filed advisory firm office: Sewickley, PA

Filed firm type: Registered

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsLimited

Public source record; verify directlyCompare

ROBLE, BELKO AND COMPANY, INC.CRD 123286

Advisory firm

Filed advisory firm office: Sewickley, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

Public source record; verify directlyCompare

A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

Explore related places and planning situations