Investment advisers in Wexford, PA
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Gibson Capital, LLC | $3.03 billion | 16 | 0 |
| Muhlenkamp & Co Inc | $435.8 million | 6 | 0 |
| Aspire Wealth Architects | $290.3 million | 4 | 0 |
| Gridiron Partners, LLC | $285.8 million | 2 | 0 |
| Yanni & Associates Investment Advisors, LLC | $172.7 million | 2 | 0 |
| Guardian Capital, LLC | $128.1 million | 4 | 2 |
| Success Wealth Management LLC | $110.5 million | 15 | 2 |