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Top 8 financial advisor firms in Canonsburg

8 SEC-registered financial advisor firms are headquartered in Canonsburg, PA, with $2.83B in combined regulatory assets under management. The largest by assets are Grant Street Asset Management ($769M), Hoge Financial Services ($622M) and Santori & Peters ($433M).

8
Financial advisor firms
$2.83B
Their combined AUM
$257M
Median firm AUM
3,022
Clients of the top 8

The 8 largest by assets

  1. 1

    $769M

  2. 2

    $622M

  3. 3

    $433M

  4. 4

    $265M

  5. 5

    $250M

  6. 6

    $185M

  7. 7

    $163M

  8. 8

    $146M

Profiles of the top 8

Grant Street Asset Management is an investment adviser based in Canonsburg, PA, registered with the SEC since 1993. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $769 million, as filed on 21 September 2026.

Grant Street Asset Management charges 1.00%–1.50% a year for its Portfolio management services.

Regulatory AUM
$769M
Clients
445
Advisory staff
8
Founded
1992
Fee schedule
1.00% to 1.50% a year
Minimum account
$500,000
Custodians
Charles Schwab
Headquarters
380 Southpointe BLVD, South Pointe Plaza II Suite 315, Canonsburg, PA 15317

Hoge Financial Services is an investment adviser based in Canonsburg, PA, registered with the SEC since 2009. 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 $622 million, as filed on 11 September 2026.

Hoge Financial Services charges 0.50%–1.25% a year for its Portfolio Management Services.

Regulatory AUM
$622M
Clients
557
Advisory staff
6
Founded
1981
Fee schedule
0.50% to 1.25% a year
Custodians
Fidelity
Headquarters
400 Southpointe BLVD., Plaza One, Suite 420, Canonsburg, PA 15317

No. 3 · RIA

Santori & Peters

Santori & Peters is an investment adviser based in Canonsburg, PA, registered with the SEC since 2017. 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 $433 million, as filed on 17 March 2026.

Santori & Peters charges 0.50%–1.00% a year for its Portfolio Management.

Regulatory AUM
$433M
Clients
199
Advisory staff
4
Founded
1985
Fee schedule
0.50% to 1.00% a year
Custodians
Charles Schwab
Headquarters
380 Southpointe BLVD., Suite 130, Canonsburg, PA 15317

Wyze Wealth Advisors is an investment adviser based in Canonsburg, PA, registered with the SEC since 2024. 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 $265 million, as filed on 17 July 2026.

Regulatory AUM
$265M
Clients
138
Advisory staff
3
Founded
2024
Custodians
Charles Schwab
Headquarters
1800 Main Street, Suite 230, Canonsburg, PA 15317

Braun-Bostich & Associates is an investment adviser based in Canonsburg, PA, registered with the SEC since 2017. 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 $250 million, as filed on 7 April 2026.

Braun-Bostich & Associates charges 0.35%–1.35% a year for its Investment Management Services.

Regulatory AUM
$250M
Clients
269
Advisory staff
4
Founded
2002
Fee schedule
0.35% to 1.35% a year
Custodians
Charles Schwab
Headquarters
1600 Ashwood Drive, Ste 1601, Canonsburg, PA 15317

No. 6 · RIA

Networth Advisors

Networth Advisors is an investment adviser based in Canonsburg, PA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $185 million, as filed on 19 May 2026.

Networth Advisors charges 1.25%–1.50% a year for its Portfolio Management.

Regulatory AUM
$185M
Clients
405
Advisory staff
6
Fee schedule
1.25% to 1.50% a year
Custodians
Fidelity
Headquarters
4000 Town Center BLVD, Suite 220, Canonsburg, PA 15317

No. 7 · RIA

Main Advisory

Main Advisory is an investment adviser based in Canonsburg, PA, registered with the SEC since 2023. 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 $163 million, as filed on 19 February 2026.

Main Advisory charges 0.35%–1.25% a year for its Investment Management Services.

Regulatory AUM
$163M
Clients
214
Advisory staff
2
Fee schedule
0.35% to 1.25% a year
Custodians
Axos Clearing, Fidelity
Headquarters
2400 Ansys Drive, Suite 102, Canonsburg, PA 15317

The Musuneggi Financial Group is an investment adviser based in Canonsburg, PA, registered with the SEC since 2025. 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 $146 million, as filed on 14 August 2026.

The Musuneggi Financial Group charges 0.50%–1.25% a year for its Portfolio management.

Regulatory AUM
$146M
Clients
795
Advisory staff
4
Fee schedule
0.50% to 1.25% a year
Custodians
Assetmark Brokerage, Dunham & Associates Investment Counsel
Headquarters
4600 J Barry Court, Suite 410, Canonsburg, PA 15317

Questions about financial advisors in Canonsburg

How many financial advisor firms are headquartered in Canonsburg?

8 SEC-registered financial advisor firms report their principal office in Canonsburg, PA, managing $2.83B 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 Canonsburg?

Grant Street Asset Management, with $769M in regulatory assets under management on its latest Form ADV. The next largest are Hoge Financial Services ($622M) and Santori & Peters ($433M).

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

How large is a typical financial advisor firm in Canonsburg?

The median firm manages $257M in regulatory assets. That is the midpoint of the 8 firms headquartered in Canonsburg.

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

How much do financial advisors in Canonsburg charge?

Of the 8 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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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