CRD: 323846
Randall & Associates Wealth Management
$167.2M Total AUM
$151.4M Disc. AUM
-- 3Y CAGR
3 Employees
166 ADV. Clients
3 yrs Firm Age
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-30-2022
- Office Locations
- 1
Office Locations
122 S Washington Street Butler PA
About Randall & Associates Wealth Management
Randall & Associates Wealth Management (Butler, PA) delivers tax, investment, retirement, and trust & estate planning, plus “assistance to others”/charitable giving support for individuals and business owners. Portfolios lean heavily on ETF-based allocation with mutual funds and risk-management tools, clearing through Wells Fargo/First Clearing.
Team overview
-- AVG AGE
$83.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
2.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
COLLIN KENNETH RANDALL
Chief Compliance Officer, President, Principal
- CRD
- #5806503
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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V
VANESSA SUE MCCALL
Principal
- CRD
- #4685387
Available
Available
Available
Donovan Joseph Slater
--
- CRD
- #7331110
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,394,397 | $303,396 |
| Non-Discretionary | $15,854,979 | $323,571 |
| Total | $167,249,376 | $305,200 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Equity - OTC:
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|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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