Top 3 financial advisor firms in Beaver

3 SEC-registered financial advisor firms are headquartered in Beaver, PA, with $1.65B in combined regulatory assets under management. The largest by assets are DiNuzzo Private Wealth ($1.18B), Three Cord True Wealth Management ($318M) and River's Edge Wealth Management ($157M).

3
Financial advisor firms: $1.65B
Their combined AUM: $318M
Median firm AUM: 1,616
Clients of the top 3

The 3 largest by assets

1
DiNuzzo Private Wealth
RIA
$1.18B
0.75% to 1.25% a year
2
Three Cord True Wealth Management
RIA
$318M
0.70% to 1.30% a year
3
River's Edge Wealth Management
RIA
$157M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

DiNuzzo Private Wealth

DiNuzzo Private Wealth is an investment adviser based in Beaver, PA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.18 billion, as filed on 14 September 2026.

DiNuzzo Private Wealth charges 0.75%–1.25% a year for its Investment management fee.

Regulatory AUM: $1.18B
Clients: 796
Advisory staff: 8
Founded: 1989
Fee schedule: 0.75% to 1.25% a year
Minimum account: $2,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 1501 3rd St., Beaver, PA 15009
Phone: 724-728-6564
Website: dinuzzo.com

No. 2 · RIA

Three Cord True Wealth Management

Three Cord True Wealth Management is an investment adviser based in Beaver, PA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $318 million, as filed on 15 May 2026.

Three Cord True Wealth Management charges 0.70%–1.30% a year for its 3CTWM II Wrap Fee Program.

Regulatory AUM: $318M
Clients: 584
Advisory staff: 7
Fee schedule: 0.70% to 1.30% a year
Custodians: LPL Financial
Headquarters: 535 Third Street, Beaver, PA 15009
Phone: 724-683-3456
Website: 3ctruewealth.com

No. 3 · RIA

River's Edge Wealth Management

River's Edge Wealth Management is an investment adviser based in Beaver, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $157 million, as filed on 27 April 2026.

Regulatory AUM: $157M
Clients: 236
Advisory staff: 4
Custodians: Fidelity
Headquarters: 525 3rd Street, Suite 200, Beaver, PA 15009
Phone: 412-526-8939
Website: riversedgewm.com

Questions about financial advisors in Beaver

How many financial advisor firms are headquartered in Beaver?

3 SEC-registered financial advisor firms report their principal office in Beaver, PA, managing $1.65B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Beaver?

DiNuzzo Private Wealth, with $1.18B in regulatory assets under management on its latest Form ADV. The next largest are Three Cord True Wealth Management ($318M) and River's Edge Wealth Management ($157M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Beaver?

The median firm manages $318M in regulatory assets. That is the midpoint of the 3 firms headquartered in Beaver.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Beaver?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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