Best Financial Advisors in SEWICKLEY, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$1.6B
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in SEWICKLEY
#1
100
FRAGASSO FINANCIAL ADVISORS
SEWICKLEY, PA · Since 2012
$2.8B AUM28 clientsFee: 0%
FiduciaryFee-Only
#2
95
AUFMAN ASSOCIATES INC
SEWICKLEY, PA · Since 1983
$972M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
95
BILL FEW ASSOCIATES, INC.
SEWICKLEY, PA · Since 1987
$2.7B AUM29 clientsFee: 0%
FiduciaryFee-Only
#4
95
JMS CAPITAL GROUP WEALTH SERVICES, LLC
SEWICKLEY, PA · Since 2015
$174M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
85
ROBLE, BELKO AND COMPANY, INC.
SEWICKLEY, PA · Since 2003
$1.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SEWICKLEY?
The median advisory fee in SEWICKLEY, PA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.