A complete list of active advisors currently associated with Randall & Associates Wealth Management
Warmer can help you find a great advisor at Randall & Associates Wealth Management or one who fits your needs even better.
Randall & Associates Wealth Management serves individual clients (including high-net-worth individuals), family entities, non-profit organizations, foundations, and businesses, providing investment and wealth management as well as financial planning and consulting. The firm manages roughly $167 million in client assets and is supported by two advisors. The firm builds customized, risk‑adjusted, tax‑aware asset allocations that combine active and passive strategies across equities, fixed income, ETFs, mutual funds and, when appropriate, alternative or held‑away investments; it offers both discretionary and non‑discretionary portfolio management and periodic account reviews. Security selection blends qualitative, quantitative, technical and relative‑strength analysis, and client plans are designed to reflect individual cash‑flow, risk tolerance and tax considerations. Randall & Associates is a sponsor of a wrap fee program and has a negotiated brokerage relationship with TradePMR/FCC, including participation in TradePMR’s asset‑match promotion that carries a multi‑year earn‑out and early‑removal provisions—arrangements that are uncommon among similarly sized supported firms. The firm also discloses and advertises third‑party ratings and recently changed its legal name (August 2025) and ownership structure, becoming solely owned effective January 1, 2026, which are notable details relative to peers.
To learn more about the advisors currently working at Randall & Associates Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Butler, PA
| 21
| |
Butler, PA
| 14
| |
Butler, PA
| 3
|
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