City
Wealth management firms in Sewickley, Pennsylvania
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Sewickley, Pennsylvania reported $8.4 billion in regulatory assets under management; the largest by assets was Fragasso Financial Advisors, with $2.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $8.4 billion
- Average per firm
- $647.4 million
- SEC-registered, of those listed
- 5 of 13 (38.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fragasso Financial Advisors | SEC | $2.8 billion | 5,753 |
| 2 | Bill Few Associates, Inc. | SEC | $2.7 billion | 7,702 |
| 3 | Roble, Belko and Company, Inc. | SEC | $1.6 billion | 1,146 |
| 4 | Aufman Associates Inc | SEC | $971.5 million | 249 |
| 5 | JMS Capital Group Wealth Services, LLC | SEC | $174.0 million | 419 |
| 6 | Schenley Capital, Inc | State | $73.3 million | 364 |
| 7 | Nav Wealth Partners | State | $37.9 million | 138 |
| 8 | Thi, Inc. | State | $32.7 million | 63 |
| 9 | Sewickley Financial LLC | State | $12.9 million | 40 |
| 10 | Metatrends LLC | State | $6.1 million | 20 |
| 11 | Block House Investments, LLC | State | $0 | 0 |
| 12 | Reliance Financial Advisors | State | $0 | 0 |
| 13 | Vindicta Investment Advisors LLC | State | $0 | 0 |
Wealth management firms in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.