Top 5 financial advisor firms in Sewickley

5 SEC-registered financial advisor firms are headquartered in Sewickley, PA, with $8.25B in combined regulatory assets under management. The largest by assets are Fragasso Financial Advisors ($2.83B), Bill Few Associates ($2.72B) and Roble, Belko and Company ($1.55B).

5
Financial advisor firms: $8.25B
Their combined AUM: $1.55B
Median firm AUM: 6,089
Clients of the top 5

The 5 largest by assets

1
Fragasso Financial Advisors
RIA
$2.83B
0.30% to 1.25% a year
2
Bill Few Associates
RIA
$2.72B
0.50% to 1.25% a year
3
Roble, Belko and Company
RIA
$1.55B
0.60% to 0.75% a year
4
Aufman Associates
RIA
$972M
0.27% to 1.13% a year
5
JMS Capital Group Wealth Services
RIA
$174M
0.65% to 1.25% a year

Profiles of the top 5

No. 1 · RIA

Fragasso Financial Advisors

Fragasso Financial Advisors is an investment adviser based in Sewickley, PA, registered with the SEC since 2012. 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 $2.83 billion, as filed on 8 July 2026.

Fragasso Financial Advisors charges 0.30%–1.25% a year for its Asset Management Services.

Regulatory AUM: $2.83B
Clients: 2,205
Advisory staff: 28
Founded: 1972
Fee schedule: 0.30% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 2200 Georgetown Drive, Suite 302, Sewickley, PA 15143
Phone: 412-227-3200
Website: fragassofinancialadvisors.com

No. 2 · RIA

Bill Few Associates

Bill Few Associates is an investment adviser based in Sewickley, PA, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $2.72 billion, as filed on 31 March 2026.

Bill Few Associates charges 0.50%–1.25% a year for its Standard Fee Schedule.

Regulatory AUM: $2.72B
Clients: 2,972
Advisory staff: 29
Founded: 1987
Fee schedule: 0.50% to 1.25% a year
Custodians: Pershing
Headquarters: 2100 Georgetown Drive, Suite 600, Sewickley, PA 15143
Phone: 412-630-6000
Website: billfew.com

No. 3 · RIA

Roble, Belko and Company

Roble, Belko and Company is an investment adviser based in Sewickley, PA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.55 billion, as filed on 17 March 2026.

Roble, Belko and Company charges 0.60%–0.75% a year for its Wealth management.

Regulatory AUM: $1.55B
Clients: 248
Advisory staff: 7
Fee schedule: 0.60% to 0.75% a year
Minimum account: $3,000,000
Custodians: Charles Schwab
Headquarters: 1603 Carmody Court, Suite 401, Sewickley, PA 15143
Phone: 724-935-4990
Website: roblebelko.com

No. 4 · RIA

Aufman Associates

Aufman Associates is an investment adviser based in Sewickley, PA, registered with the SEC since 1983. 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 $972 million, as filed on 30 March 2026.

Aufman Associates charges 0.27%–1.125% a year for its Financial Management Services.

Regulatory AUM: $972M
Clients: 245
Advisory staff: 3
Founded: 1983
Fee schedule: 0.27% to 1.13% a year
Custodians: Charles Schwab
Headquarters: 2200 Georgetown Drive, Suite 401, Sewickley, PA 15143
Phone: 724-934-5600
Website: aufmanassociates.com

No. 5 · RIA

JMS Capital Group Wealth Services

JMS Capital Group Wealth Services is an investment adviser based in Sewickley, PA, registered with the SEC since 2015. 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 $174 million, as filed on 27 March 2026.

JMS Capital Group Wealth Services charges 0.65%–1.25% a year for its Individual Portfolio Management.

Regulatory AUM: $174M
Clients: 419
Advisory staff: 4
Fee schedule: 0.65% to 1.25% a year
Custodians: Charles Schwab, Empower, Capital Client Group
Headquarters: 417 Thorn Street, Suite 300, Sewickley, PA 15143
Phone: 412-415-1177
Website: jmscapitalgroup.com

Questions about financial advisors in Sewickley

How many financial advisor firms are headquartered in Sewickley?

5 SEC-registered financial advisor firms report their principal office in Sewickley, PA, managing $8.25B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Sewickley?

Fragasso Financial Advisors, with $2.83B in regulatory assets under management on its latest Form ADV. The next largest are Bill Few Associates ($2.72B) and Roble, Belko and Company ($1.55B).

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

How large is a typical financial advisor firm in Sewickley?

The median firm manages $1.55B in regulatory assets. That is the midpoint of the 5 firms headquartered in Sewickley.

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

How much do financial advisors in Sewickley charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.25% 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 Sewickley?

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

Sewickley has 5 financial advisor firms; see every adviser in the city →