Networth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Networth Advisors reports 405 clients. They include 349 individual clients and 56 high-net-worth individuals. Of its assets, 100.0% ($185M across 1,081 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $185M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 86% |
| High-net-worth individuals | 14% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 349 | $160M | 86.2% | $458K |
| High-net-worth individuals | 56 | $25.6M | 13.8% | $458K |
| Total | 405 | $185M | 100% | $458K |
- Clients
- 349
- Regulatory AUM
- $160M
- AUM share
- 86.2%
- Avg. per client
- $458K
- Clients
- 56
- Regulatory AUM
- $25.6M
- AUM share
- 13.8%
- Avg. per client
- $458K
Total
- Clients
- 405
- Regulatory AUM
- $185M
- AUM share
- 100%
- Avg. per client
- $458K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Networth Advisors charges 1.25%–1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.
Fee details and sources
Beth Andrews owns 75% or more of Networth Advisors. The leadership team of Networth Advisors includes Chief Compliance Officer Beth Andrews. It has 12 employees, 6 of them in advisory roles.
Leadership
Beth AndrewsManaging Member & Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 6 in advisory functions
- 6 state-registered reps
- 6 insurance agents
- Owns 75% or more of Networth Advisors, LLC
Beth Andrews
Control person · since May 2010
Networth Advisors’ regulatory assets grew from $126M (July 2024) to $185M (May 2026); clients rose from 327 to 405 and employees from 11 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $185M | 405 | 12 | 3 |
| June 2025 | $159M | 367 | 12 | 3 |
| July 2024 | $126M | 327 | 11 | 3 |
Besides its headquarters, Networth Advisors has 2 offices, with 3 listed addresses in Pennsylvania.
Pennsylvania · 3 listed addresses
- 4000 Town Center BLVD, Suite 220, CanonsburgHQ
- 1606 Carmody CT. Suite #104, Sewickley
- 300 Penn Center BLVD, Pittsburgh
Contact and registration details
- Legal name
- Networth Advisors, LLC
- Headquarters
- 4000 Town Center BLVD, Suite 220, Canonsburg, PA 15317
- Website
- networthadvisorsllc.com
- Phone
- 724-746-3585
- @networth-advisors
- SEC file
- 801-128933
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Networth Advisors uses Fidelity ($185M) as custodian for its separately managed accounts. Networth Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $185M100%
At year end, Networth Advisors’ separately managed accounts were mostly in stocks (82%) and funds (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $172M across 383 positions; the largest are American Centy ETF TR (13.6%), American Centy ETF TR (8.8%) and American Centy ETF TR (7.3%).
What the accounts hold
- Stocks82%
- Funds11%
- Cash7%
Reported 13F holdings
- $172M
- Reported 13F value
- 383
- Positions
- 58.2%
- In the 10 largest
- +21.7%
- Value vs. prior quarter
- American Centy ETF TR · Avantis US Larg13.6%
- American Centy ETF TR · Ava Mid Equ ETF8.8%
- American Centy ETF TR · Avantis Core FI7.3%
- American Centy ETF TR · US Large Cap Vlu6.1%
- American Centy ETF TR · US Quality Grow5.5%
- American Centy ETF TR · Focused Lrg Cap5.1%
- American Centy ETF TR · Intl EQT ETF3.4%
- American Centy ETF TR · Focused Dynamic3.0%
- American Centy ETF TR · Avan Emer EX ETF2.9%
- American Centy ETF TR · Quality Divrsfed2.5%
Together, the ten largest are 58.2% of reported value.
How many clients does Networth Advisors have?
Networth Advisors has 405 clients and manages $185 million for them, as of May 2026. They include 349 individual clients and 56 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 May 2026
What services does Networth Advisors offer?
Networth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Networth Advisors charge?
Networth Advisors charges 1.25%–1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A- NETWORTH ADVISORS, LLC, filed 19 May 2026
Which custodians does Networth Advisors use?
Networth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $185M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 May 2026
How many financial advisors does Networth Advisors have?
Networth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Networth Advisors invest in?
At the end of its last fiscal year, Networth Advisors’ separately managed accounts held 82% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Networth Advisors?
Networth Advisors’ direct owner is Beth Andrews (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 May 2026
How does Networth Advisors get paid?
Networth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Networth Advisors?
Networth Advisors’ main office is at 4000 Town Center BLVD, Suite 220, Canonsburg, PA 15317. Its phone number is 724-746-3585. Its website is networthadvisorsllc.com.