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Apricity Advisors

EST. AUM
$500,000,000

CONTACTS
8

CLIENT ACCOUNTS

Firm Details

Metro area Pittsburgh
CRD Number
Website apricityadvice.com
Client types

Overview

Apricity Advisors is a U.S.-based wealth and advisory firm serving clients primarily within a two-hour radius of their Johnstown, Greensburg, and Cumberland offices. They provide personalized retirement planning and financial advice, operating as fiduciaries. The firm emphasizes a client-first approach, blending local presence with national regulatory standards (SEC, FINRA/SIPC). Apricity aligns with Fidelity (via NFS) for custody services and employs registered representatives for securities and limited insurance advisory roles. Their mission stresses long-term, tailored planning over product sales.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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