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Financial Advisors in Hermitage, PA: 2026 rankings

52 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Hermitage: JFS Wealth Advisors, RFA Score 74/100; 4.9★ from 39 Google reviews.

  2. 2

    Most-reviewed: Gem-Young Insurance & Wealth Advisors, 325 Google reviews at 4.9★, the most of 52 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

52 Hermitage financial advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 52 rated firms.

Top 10 financial advisors in Hermitage at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Hermitage at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1JFS Wealth Advisors744.9★ (39)HermitageTop score
2Gem-Young Insurance & Wealth Advisors744.9★ (325)Boardman, 20 mi awayMost reviews
3Financial Security Management705.0★ (22)Niles, 11 mi away—
4Mediate Financial Services695.0★ (48)Boardman, 20 mi away—
5Capital A Wealth Management695.0★ (45)New Castle, 20 mi away—
6Zachary Byler: Primerica - Financial Services695.0★ (27)Warren, 15 mi away—
7Capital A Wealth Management (Kiefer Financial Services)695.0★ (41)Boardman, 20 mi away—
8Western & Southern Life693.4★ (16)Hermitage—
9Ristvey Investment Group693.7★ (6)Hermitage—
10Edward Jones - Financial Advisor: Lee D Schmidt, AAMS®685.0★ (3)Hermitage—

All 52 financial advisors in Hermitage, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Hermitage

    #1 JFS Wealth Advisors

    Based in Hermitage

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1479 N Hermitage Rd, Hermitage, PA 16148
    View profile for JFS Wealth Advisors(724) 962-3200

  4. #4 Mediate Financial Services

    Based in Boardman, 20 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon 9 AM–4 PM · Tue–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    6674 Tippecanoe Rd Ste 5 & 6, Canfield, OH 44406
    View profile for Mediate Financial Services(330) 702-3556

  9. #9 Ristvey Investment Group

    Based in Hermitage

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    499 N Hermitage Rd, Hermitage, PA 16148
    View profile for Ristvey Investment Group(724) 342-3388

  16. #16 The Money Lady®

    Based in Youngstown, 14 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    26 Market St Suite 307A, Youngstown, OH 44503
    View profile for The Money Lady®(330) 967-0456

  18. #18 Cabot Family Office

    Based in Warren, 19 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    108 Main Ave SW Suite 302B, Warren, OH 44481
    View profile for Cabot Family Office(330) 237-9651

  19. #19 The Emery Agency Inc

    Based in Warren, 11 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4479 Creekside Blvd, Vienna, OH 44473
    View profile for The Emery Agency Inc(330) 539-1213

  21. #21 FJF Wealth Management Co.

    Based in Boardman, 20 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 9:30 AM–5 PM · Fri 10 AM–4:30 PM · Sat–Sun closed
    Address
    3660 Starr Centre Dr, Canfield, OH 44406
    View profile for FJF Wealth Management Co.(330) 967-4024

  22. #22 Western & Southern Life

    Based in Youngstown, 19 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.3★ from 20 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 20 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    320 S Canfield-Niles Rd, Youngstown, OH 44515
    View profile for Western & Southern Life(330) 792-6818

  23. #23 JERVIS FINANCIAL GROUP

    Based in Warren, 15 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    8922 E Market St, Warren, OH 44484
    View profile for JERVIS FINANCIAL GROUP(330) 984-0390

  25. #25 Mrozek Financial

    Based in New Castle, 16 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2210 W State St A, New Castle, PA 16101
    View profile for Mrozek Financial(724) 658-6392

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 52 ranked financial advisors here; the rest are on their profiles.

financial advisors in Hermitage, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Grace Financial Services654.3★ (6)16 mi
27Baxter Associate LLC654.5★ (8)18 mi
28Innovative Retirement Planning654.9★ (7)19 mi
29Bury Financial Group654.5★ (8)19 mi
30MassMutual Financial Advisors644.3★ (6)17 mi
31Joe Mersol, Financial Advisor - Mersol Financial Solutions LLC645.0★ (4)17 mi
32Thomas Shortreed - Private Wealth Advisor, Ameriprise Financial Services, LLC644.2★ (5)16 mi
33Barzak Agency644.2★ (5)16 mi
34Joseph D Dostilio CPA LLC645.0★ (3)15 mi
35Capital A Financial & Insurance Associates645.0★ (3)17 mi
36Mission Wealth Management, 5621 Market Street, Boardman, Ohio 44512645.0★ (3)17 mi
37Faubel Financial Group645.0★ (4)20 mi
38Stifel635.0★ (4)20 mi
39Wells Fargo Advisors633.6★ (9)20 mi
40Edward Jones - Financial Advisor: Scott W Vlaiku635.0★ (3)20 mi
41Edward Jones - Financial Advisor: Valerie S D'Apolito635.0★ (3)20 mi
42Pointer Creek Wealth Management635.0★ (4)22 mi
43Young Financial Group634.0★ (4)20 mi
44Merrill Lynch Wealth Management634.7★ (3)20 mi
45FiNet633.0★ (3)18 mi
46Edward Jones - Financial Advisor: Byron Abrigg, AAMS®623.7★ (3)22 mi
47Zeus Commercial Capital625.0★ (14)In Hermitage
48Stifel584.6★ (5)20 mi
49American Atlantic LLC565.0★ (13)19 mi
50Paramex Capital555.0★ (6)18 mi

Also serving Hermitage

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Hermitage
BusinessGoogle ratingDistance
Benjamin F. Edwards - Hermitage, PA5.0★ (1)In Hermitage
Bill Fry - Financial Advisor, Ameriprise Financial Services, LLCIn Hermitage
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Hermitage
Bryan Redmond - Financial Advisor, Ameriprise Financial Services, LLCIn Hermitage
DWT WealthIn Hermitage
Edward Jones - Financial Advisor: Sophia Schmidt, AAMS®In Hermitage
Greg Oman - Ameriprise Financial Services, Inc.In Hermitage
Jergler Gary T5.0★ (2)In Hermitage
Jim Martin - Raymond James5.0★ (1)In Hermitage
Kathleen Ebbert - Ameriprise Financial Services, Inc.In Hermitage
Kelly & AssociatesIn Hermitage
Krist FinancialIn Hermitage
LPL Financial5.0★ (1)In Hermitage
Melissa L Cogswell - Associate Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Hermitage
Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLCIn Hermitage
Michael Krisuk - Financial Advisor, Ameriprise Financial Services, LLCIn Hermitage
Raymond James & Associates4.5★ (2)In Hermitage
Raymond James Financial ServicesIn Hermitage
Sankey Financial ServicesIn Hermitage
Wells Fargo AdvisorsIn Hermitage

How we ranked Hermitage financial advisors

We scored 52 Hermitage financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Hermitage data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Hermitage: frequently asked questions

Which financial advisor has the highest RFA Score in Hermitage?

By RFA Score, the highest-ranked financial advisor in Hermitage, PA is JFS Wealth Advisors with an RFA Score of 74/100. It has 4.9★ from 39 Google reviews. Gem-Young Insurance & Wealth Advisors (#2) and Financial Security Management (#3) follow. We ranked 52 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Hermitage?

RankedFinancialAdvisors ranks 52 financial advisors serving Hermitage, PA. 9 of them are based in Hermitage; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Hermitage work on weekends?

1 of 52 ranked financial advisors post Saturday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hermitage financial advisors have?

The median Google rating among 52 rated financial advisors in Hermitage is 5.0★, with a median of 6 reviews. Gem-Young Insurance & Wealth Advisors has the most, 325 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Hermitage count in this ranking?

Yes, if they are within 25 mi of the Hermitage city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Hermitage ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Hermitage a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Hermitage

  1. November 2026: RFA Scores recalculated for 52 financial advisors serving Hermitage.

More financial advisors and Hermitage pages