Firms by city
Registered investment advisers in Wexford, PA
7 SEC-registered advisers headquartered in Wexford, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Gibson Capital | Wexford, PA | $3.03B |
| Muhlenkamp & Co | Wexford, PA | $436M |
| Avalon Advisory Group | Wexford, PA | $290M |
| Gridiron Partners | Wexford, PA | $286M |
| Yanni & Associates Investment Advisors | Wexford, PA | $173M |
| Guardian Capital | Wexford, PA | $128M |
| Success Wealth Management | Wexford, PA | $110M |
- Headquarters
- Wexford, PA
- Regulatory AUM
- $3.03B
- Headquarters
- Wexford, PA
- Regulatory AUM
- $436M
- Headquarters
- Wexford, PA
- Regulatory AUM
- $290M
- Headquarters
- Wexford, PA
- Regulatory AUM
- $286M
- Headquarters
- Wexford, PA
- Regulatory AUM
- $173M
- Headquarters
- Wexford, PA
- Regulatory AUM
- $128M
- Headquarters
- Wexford, PA
- Regulatory AUM
- $110M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Wexford on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.