Networth Advisors, LLC logo

Networth Advisors, LLC

Updated today

Client assets under management

$185,424,879

Clients

405

14% high-net worth

Advisors

6

of 13 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

68

Typical

Average account size

$457,839

About

Networth Advisors, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $185.4 million in discretionary assets through a six-advisor team and serving about 405 clients. Services include individualized Investment Policy Statements, ongoing portfolio monitoring, selection of third‑party model portfolios, and monthly custodian reporting.

The firm’s investment process emphasizes long‑term trading guided by fundamental, quantitative, technical analysis and modern portfolio theory, and advisors generally have discretionary authority to implement allocations. Networth regularly uses model portfolios offered through AE Wealth Management (and acts as portfolio manager in AE Wealth’s wrap fee program), and conducts annual account reviews and client-triggered updates.

Networth maintains several uncommon features for a team firm: it offers free educational seminars and workshops and produces regular media content (a radio show and short TV segments), and some supervised persons are independently licensed insurance agents who may recommend commissionable insurance and annuity products with a required disclosure and client acknowledgement. The firm also requires clients to sign an Alternative Investment Disclosure before pursuing cryptocurrency or other alternative investments and limits its use of AI to administrative tasks.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Annuities Tax-loss harvesting

Fee options

Percentage

$0 - $1,000,000: 1.5% $1,000,001 - $2,000,000: 1.4% $2,000,001+: 1.25%

Main office location

Networth Advisors, LLC

135 Technology Drive, Suite 100

Canonsburg PA 15317, United States

Number of offices

3

Most active in

North Carolina · Ohio · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ayden H

Series 63, Series 65

Canonsburg, PA

Networth Advisors, LLC

Ayden Hanes is a financial advisor at Networth Advisors, LLC with four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase & Co. for one year. Networth Advisors, LLC serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides portfolio management, financial planning, and insurance product recommendations, using a combination of fundamental, quantitative, and technical analysis along with third-party model portfolios.

Private / alternative investments Annuities Tax-loss harvesting
user avatar

Beth A

CFP®, ChFC®, Series 63

Canonsburg, PA

Networth Advisors, LLC

Beth Andrews is a CFP® and ChFC® with 23 years of industry experience. She is currently with Networth Advisors, LLC, where she has worked since 2010, and has prior experience at AE Wealth Management and Global Financial Private Capital. Andrews is also an independent insurance agent, providing fixed insurance products. Networth Advisors, LLC serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm offers portfolio management, financial planning, and insurance products, using a disciplined investment approach that incorporates fundamental, quantitative, and technical analysis, often implementing third-party model portfolios.

Private / alternative investments Annuities Tax-loss harvesting
user avatar

Matthew D

CFP®, Series 63, Series 65

Canonsburg, PA

Networth Advisors, LLC

Matthew D'amico is a CFP® professional with six years of industry experience, currently serving at Networth Advisors, LLC. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Mass Mutual Financial Group. He also serves as a non-paid instructor for AFEA, a national non-profit focused on financial education. Networth Advisors, LLC serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides portfolio management and financial planning with a tailored investment approach that combines fundamental, quantitative, and technical analysis.

Private / alternative investments Annuities Tax-loss harvesting
user avatar

Alex N

Series 65

Canonsburg, PA

Networth Advisors, LLC

Alex Nowak is a financial advisor at Networth Advisors, LLC with a Series 65 designation and experience in the financial industry since 2019. Prior to joining Networth Advisors, he held roles at First Bank of the Lake and Widget Financial. Networth Advisors serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides personalized portfolio management and financial planning, employing a combination of fundamental, modern portfolio theory, quantitative, and technical analysis.

Private / alternative investments Annuities Tax-loss harvesting
user avatar

Nicholas U

Series 65

Canonsburg, PA

Networth Advisors, LLC

Nicholas Uht is a financial advisor at Networth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Networth Advisors since 2022. Prior to his current role, he held positions at JFS Wealth Advisors, Erie Insurance, Walmart, and Wabtec Corporation. Networth Advisors, LLC serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides portfolio management, financial planning, and insurance products, using a combination of fundamental, modern portfolio theory, quantitative, and technical analysis to tailor long-term, discretionary investment strategies.

Private / alternative investments Annuities Tax-loss harvesting
user avatar

Jacob D

CFP®, Series 66

Canonsburg, PA

Networth Advisors, LLC

Jacob Dachille is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Networth Advisors, LLC and previously worked at Allegheny Financial Group and PNC Investments LLC. Networth Advisors, LLC serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides portfolio management, financial planning, and insurance products, using a combination of fundamental, modern portfolio theory, quantitative, and technical analysis to manage accounts on a discretionary, long-term basis.

Private / alternative investments Annuities Tax-loss harvesting
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