Yanni & Associates Investment Advisors, LLC

Yanni & Associates Investment Advisors, LLC (CRD# 142913) is a financial advisory firm headquartered in Wexford, PA. They manage $71,000,000 in 90 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.


Financial Advisors at Yanni & Associates Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Matthew A. Yanni
CRD#: 2767573
2000 Corporate Drive, Suite 450, Wexford, PA 15090

Matthew Yanni (CRD# 2767573) is an Investment Advisor Representative working at Yanni & Associates Investment Advisors, LLC in Wexford, PA and has 1 year of experience in the finance industry. Matthew Yanni 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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