| 1. Fragasso Financial Advisors CRD 123255 · Corporation | SEWICKLEY, PA | $2.8B Jul 2026 | +$409.0M+16.9% | +$1.0B+58.4% | +$1.2B+68.8% | +$2.7B+2301.7% | -1 employees-2.8% over 3Y | +677 accounts+13.3% over 3Y |
| 2. Bill Few Associates, INC. CRD 133561 · Corporation | SEWICKLEY, PA | $2.7B Mar 2026 | +$80.2M+3.0% | +$946.7M+53.3% | +$1.4B+108.3% | +$2.1B+351.2% | +1 employees+3.3% over 3Y | +750 accounts+10.8% over 3Y |
| 3. Roble, Belko And Company, INC. CRD 123286 · Corporation | SEWICKLEY, PA | $1.6B Mar 2026 | +$477.3M+44.4% | +$616.6M+65.9% | +$805.5M+107.8% | +$1.2B+396.7% | +1 employees+12.5% over 3Y | +317 accounts+38.2% over 3Y |
| 4. Aufman Associates INC CRD 104622 · Corporation | SEWICKLEY, PA | $971.5M Mar 2026 | +$108.3M+12.5% | +$95.8M+10.9% | +$207.4M+27.1% | +$508.4M+109.8% | 0 employees+0.0% over 3Y | +6 accounts+2.5% over 3Y |
| 5. Jms Capital Group Wealth Services, LLC CRD 281325 · Limited Liability Company | SEWICKLEY, PA | $174.0M Mar 2026 | +$30.2M+21.0% | +$32.1M+22.6% | +$55.0M+46.2% | — | 0 employees+0.0% over 3Y | -10 accounts-2.3% over 3Y |
| 6. Conifer Infrastructure Partners CRD 334323 · Limited Liability Company | SEWICKLEY, PA | $164.8M Jun 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |