City
Wealth management firms in Wexford, Pennsylvania
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Wexford, Pennsylvania reported $4.2 billion in regulatory assets under management; the largest by assets was Gibson Capital, LLC, with $3.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $4.2 billion
- Average per firm
- $264.7 million
- SEC-registered, of those listed
- 5 of 16 (31.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Gibson Capital, LLC | SEC | $3.0 billion | 1,264 |
| 2 | Aspire Wealth Architects | SEC | $290.3 million | 457 |
| 3 | Yanni & Associates Investment Advisors, LLC | SEC | $172.7 million | 416 |
| 4 | Guardian Capital, LLC | SEC | $128.1 million | 300 |
| 5 | Success Wealth Management LLC | SEC | $110.5 million | 1,230 |
| 6 | Expert Financial Services, LLC | State | $106.1 million | 138 |
| 7 | Wexford Wealth Advisors LLC | State | $68.9 million | 325 |
| 8 | 4th River Financial Group, Inc. | State | $66.6 million | 792 |
| 9 | Keystone Investment Advisors, LLC | State | $66.5 million | 134 |
| 10 | Drazga Wealth Advisors, LLC | State | $65.1 million | 212 |
| 11 | Key Wealth Management, Inc. | State | $48.6 million | 262 |
| 12 | RCL Capital Management | State | $38.4 million | 201 |
| 13 | Green Trail Investments, LLC | State | $25.3 million | 78 |
| 14 | Eamon Capital Management, LLC | State | $14.5 million | 60 |
| 15 | BCR Financial Services, LLC | State | $0 | 0 |
| 16 | Proctor Advisory Wealth, 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.