Xpyria Investment Advisors, Inc.

Xpyria Investment Advisors, Inc. (CRD# 106438) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $555,186,576 in 677 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    555
    MILLION
  • Total Number of Accounts
    677
    ACCOUNTS
  • Average Account Value
    $820,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

MD, PA

Financial Advisors at Xpyria Investment Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Joseph G. Salpietro
CRD#: 2857692
One Gateway Center, Suite 600, 420 Ft. Duquesne Blvd., Pittsburgh, PA 15222
103
Wealthminder
score

Joseph Salpietro (CRD# 2857692) is an Investment Advisor Representative working at XPYRIA Investment Advisors, Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry.

2
Ryan W. Decaro
CRD#: 5746734
Three Gateway Center, Suite 550, 401 Liberty Avenue, Pittsburgh, PA 15222
100
Wealthminder
score

Ryan DeCaro (CRD# 5746734) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 6 years of experience in the finance industry.

 

Mr. DeCaro is a member of the Firm’s investment research group where he assists in conducting in-depth investment research that is instrumental in the construction, maintenance, and management of client portfolios. This research includes the procurement of primary data via direct investment manager interviews as well as analyzing information from our extensive data resources.            

 

Mr. DeCaro joined XPYRIA Investment Advisors in 2009 after graduating with a BSBA in Finance and Marketing with a Minor in Economics from the University of Pittsburgh. He also earned his MBA with high honors in 2014 with a concentration in Finance from the University of Pittsburgh, Katz Graduate School of Business

3
Michael B. Giammatteo
CRD#: 2768433
Three Gateway Center, Suite 550, 401 Liberty Avenue, Pittsburgh, PA 15222
100
Wealthminder
score

Michael Giammatteo (CRD# 2768433) is a Principal and Investment Strategist of XPYRIA Investment Advisors, Inc. in Pittsburgh, PA.  He has 20 years of experience in the finance industry.  He has been with XPYRIA Investment Advisors (nee Yanni & Company) since 1999.

 

Mr. Giammatteo provides independent guidence to clients in all matters financial. With a focus on helping successful professionals and business owners to prepare for retirement; business transitions to maximize the value built in the company; prepare the next generation for the responsibility of wealth and family values; and preservation of the family's wealth.

 

Additionally, he conducts in-depth investment research that is instrumental in the design, construction, and management of client portfolios. He is responsible for the procurement of primary investment research for the exclusive benefit of the Firm and its clients. Mr. Giammatteo and the XPYRIA research staff put each investment idea through a quantitative and qualitative review prior to being presented for final approval to XPYRIA’s Investment Committee.

 

Mr. Giammatteo is a member of the XPYRIA's Investment Committee.

4
John H. Cummings
CRD#: 2517008
One Gateway Center, Suite 600, 420 Ft. Duquesne Blvd., Pittsburgh, PA 15222
93
Wealthminder
score

John Cummings (CRD# 2517008) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 23 years of experience in the finance industry.

5
Natalee A. Esposito
CRD#: 5094432
Three Gateway Center, Suite 550, 401 Liberty Avenue, Pittsburgh, PA 15222
93
Wealthminder
score

Natalee Esposito (CRD# 5094432) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 11 years of experience in the finance industry.

6
Jana A. Graham
CRD#: 4782741
One Gateway Center, Suite 600, 420 Fort Duquesne Blvd., Pittsburgh, PA 15222
93
Wealthminder
score

Jana Graham (CRD# 4782741) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 13 years of experience in the finance industry.

7
Michael R. Heller
CRD#: 5413679
Three Gateway Center, Suite 550, 401 Liberty Avenue, Pittsburgh, PA 15222
93
Wealthminder
score

Michael Heller (CRD# 5413679) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.

8
Bret J. Stutzman
CRD#: 2939377
One Gateway Center, Suite 600, 420 Ft. Duquesne Blvd., Pittsburgh, PA 15222
93
Wealthminder
score

Bret Stutzman (CRD# 2939377) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 19 years of experience in the finance industry.

9
James E. Yanni
CRD#: 474053
One Gateway Center, Suite 600, 420 Ft. Duquesne Blvd., Pittsburgh, PA 15222
93
Wealthminder
score

James Yanni (CRD# 474053) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 34 years of experience in the finance industry.

10
Karen F. Fadzen
CRD#: 5890479
Three Gateway Center, Suite 550, 401 Liberty Avenue, Pittsburgh, PA 15222
80
Wealthminder
score

Karen Fadzen (CRD# 5890479) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 3 years of experience in the finance industry. Karen Fadzen 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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