Jacob D. Dachille

NETWORTH ADVISORS

Canonsburg, PA 15317

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CRD#: 7350739

Professional summary

Jacob Dennis Dachille, who also goes by Jacob Dachille, is a registered financial advisor currently at NETWORTH ADVISORS, LLC located in Canonsburg, Pennsylvania.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Dachille

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Dennis Dachille's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 14, 2025 - Present

NETWORTH ADVISORS, LLC

Office #1: 135 Technology Drive Suite 100, Canonsburg, PA 15317

RIA

CRD#: 311621

Canonsburg, PA

Past

January 2, 2025 - October 3, 2025

ALLEGHENY FINANCIAL GROUP LTD

RIA

CRD#: 104690

PITTSBURGH, PA

Past

June 9, 2023 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

RIA

CRD#: 7597

Oakdale, PA

Past

June 9, 2023 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

Past

September 27, 2022 - March 24, 2023

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

June 24, 2022 - March 24, 2023

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NETWORTH ADVISORS, LLC

CRD#: 311621 / SEC#: 801-128933

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/28/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/24/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/23/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/28/2022

Securities Industry Essentials Examination

Current Firm

NETWORTH ADVISORS, LLC

CRD#: 311621 / SEC#: 801-128933

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/28/2023 Terminated)

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Contact information

Main Address

135 Technology Drive Suite 100, Canonsburg, PA 15317

Mailing Address

Phone number

(724) 746-3585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- NETWORTH ADVISORS, LLC (6/20/2025)

Regulatory assets under management

Total Number of Accounts	1,031
AUM (Assets Under Management)	$ 159,316,353

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacob D. Dachille

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Dennis Dachille's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

NETWORTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/24/2022

Series 7TO

Date: 6/23/2022

SIE

Date: 2/28/2022

Current Firm

NETWORTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NETWORTH ADVISORS, LLC

TRUST BUT VERIFY

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