Top 5 financial advisor firms in Wexford

5 SEC-registered financial advisor firms are headquartered in Wexford, PA, with $3.74B in combined regulatory assets under management. The largest by assets are Gibson Capital ($3.03B), Avalon Advisory Group ($290M) and Yanni & Associates Investment Advisors ($173M).

5
Financial advisor firms: $3.74B
Their combined AUM: $173M
Median firm AUM: 1,555
Clients of the top 5

The 5 largest by assets

1
Gibson Capital
RIA
$3.03B
0.20% to 0.70%
2
Avalon Advisory Group
RIA
$290M
Up to 1.25% a year
3
Yanni & Associates Investment Advisors
RIA
$173M
Regulatory AUM
4
Guardian Capital
RIA
$128M
0.50% to 1.50% a year
5
Success Wealth Management
RIA
$110M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

Gibson Capital

Gibson Capital is an investment adviser based in Wexford, PA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $3.03 billion, as filed on 31 July 2026.

Gibson Capital charges 0.20%–0.70% for its Basic Fee Schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $3.03B
Clients: 247
Advisory staff: 7
Fee schedule: 0.20% to 0.70%
Minimum account: $3,000,000
Custodians: Fidelity
Headquarters: 6600 Brooktree Court, Suite 2200, Wexford, PA 15090
Phone: 724-934-3200
Website: gibsoncapital.com

No. 2 · RIA

Avalon Advisory Group

Avalon Advisory Group is an investment adviser based in Wexford, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $290 million, as filed on 30 March 2026.

Avalon Advisory Group charges up to 1.25% a year for its Investment Management Fee.

Regulatory AUM: $290M
Clients: 137
Advisory staff: 3
Founded: 2018
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 150 N Meadows Drive, Suite 220, Wexford, PA 15090
Phone: 412-879-0584
Website: aspirewealtharchitects.com

No. 3 · RIA

Yanni & Associates Investment Advisors

Yanni & Associates Investment Advisors is an investment adviser based in Wexford, PA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $173 million, as filed on 27 January 2026.

Regulatory AUM: $173M
Clients: 109
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 2000 Corporate Drive, Suite 450, Wexford, PA 15090
Phone: 724-940-0310
Website: yanniassociates.com

No. 4 · RIA

Guardian Capital

Guardian Capital is an investment adviser based in Wexford, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and investment companies. Its regulatory assets under management total $128 million, as filed on 11 February 2026.

Guardian Capital charges 0.50%–1.50% a year for its Discretionary Asset Management.

Regulatory AUM: $128M
Clients: 241
Advisory staff: 4
Fee schedule: 0.50% to 1.50% a year
Minimum account: $25,000
Custodians: Charles Schwab
Headquarters: 109 Vip Drive, Wexford, PA 15090
Phone: 724-934-3050
Website: guardiancapitalllc.com

No. 5 · RIA

Success Wealth Management

Success Wealth Management is an investment adviser based in Wexford, PA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $110 million, as filed on 29 September 2026.

Regulatory AUM: $110M
Clients: 821
Advisory staff: 15
Custodians: Charles Schwab, Altruist
Headquarters: 11676 Perry Highway, Suite 1207, Wexford, PA 15090
Phone: 724-934-8128
Website: successwealth.org

Questions about financial advisors in Wexford

How many financial advisor firms are headquartered in Wexford?

5 SEC-registered financial advisor firms report their principal office in Wexford, PA, managing $3.74B in regulatory assets between them. The other 2 advisers 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 Wexford?

Gibson Capital, with $3.03B in regulatory assets under management on its latest Form ADV. The next largest are Avalon Advisory Group ($290M) and Yanni & Associates Investment Advisors ($173M).

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

How large is a typical financial advisor firm in Wexford?

The median firm manages $173M in regulatory assets. That is the midpoint of the 5 firms headquartered in Wexford.

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

How much do financial advisors in Wexford charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.70% 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 Wexford?

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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