RIA Intel›Advisers›Pennsylvania›ROSSI FINANCIAL ASSOCIATES, INC.

ROSSI FINANCIAL ASSOCIATES, INC.

Advisory

MONROEVILLE, PA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in PA

#1,006

of 1,528 advisers by AUM

Average account

$2M

across 32 accounts

AUM per adviser

$59M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$59M

Discretionary AUM$25M

Non-Discretionary AUM$34M

Discretionary %42.4%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

29 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

RISE FINANCIAL PARTNERS LLC

$59M

DAVIDSON INVESTMENT COUNSELORS, LP

$60M

LAUREL FINANCIAL GROUP INC

$59M

HFS ASSOCIATES, INC.

W. CONSHOHOCKEN, PA

$60M

THE CONTE-BROWNE GROUP, LLC

$58M

SEVEN FIELDS, PA

$60M

Get the full picture on ROSSI FINANCIAL ASSOCIATES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ROSSI FINANCIAL ASSOCIATES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans