Rootstock Advisors

Rootstock Advisors (CRD# 167665) is a financial advisory firm headquartered in Sewickley, PA. They manage $302,111,108 in 194 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $1,557,274
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Rootstock Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Gregory J. Simpson
CRD#: 2281029
2740 Smallman Street, Suite 4200, Pittsburgh, PA 15222
96
Wealthminder
score

Gregory Simpson (CRD# 2281029) is an Investment Advisor Representative working at Rootstock Advisors in Pittsburgh, PA and has over 25 years of experience in the finance industry.

2
James E. Blue
CRD#: 6205303
2605 Nicholson Road, Building 5, Suite 5240, Sewickley, PA 15143
93
Wealthminder
score

James Blue (CRD# 6205303) is an Investment Advisor Representative working at Rootstock Advisors in Sewickley, PA and has over 4 years of experience in the finance industry. James Blue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan D. Gallagher
CRD#: 6394733
2740 Smallman Street, Suite 4200, Pittsburgh, PA 15222
90
Wealthminder
score

Ryan Gallagher (CRD# 6394733) is an Investment Advisor Representative working at Rootstock Advisors in Pittsburgh, PA and has 1 year of experience in the finance industry. Ryan Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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