From its office in Sewickley, just outside Pittsburgh, Rootstock Advisors works with clients across Pennsylvania and beyond on investment management and financial planning. The firm is a Pennsylvania-based Registered Investment Advisor (RIA) with about $0.6B in assets under management (2026).
Rootstock Advisors’ work centers on building investment strategies and providing ongoing guidance for both individuals and institutions. The firm’s stated retirement plan role includes 3(21) fiduciary services, where the advisor provides recommendations while the plan sponsor keeps final decision-making authority.
Unlike firms that focus mainly on one-off projects, Rootstock Advisors is built around ongoing advisory relationships tied to portfolio oversight and long-term planning.
For sponsors evaluating plan advisors and other retirement plan providers, Rootstock Advisors also keeps an active presence on professional and social platforms, including LinkedIn and Facebook.