AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Pennsylvania > Pittsburgh

Top Financial Advisors in Pittsburgh, Pennsylvania

Finding the right financial advisor in Pittsburgh is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Pittsburgh, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Pittsburgh, PA.


Find the Best Financial Advisor Firms in Pittsburgh:

HEFREN-TILLOTSON, INC.

CRD#: 53

BD
RIA

Address: 308 Seventh Avenue, Pittsburgh, PA 15222

Clients: 8,936

In Business for: 64 Years

Average Clients per Advisor: 83

AUM: $ 12.4B

Disclosures: 12

Find an Advisor

FORT PITT CAPITAL GROUP, LLC

CRD#: 281385

RIA

Address: 680 Andersen Drive Foster Plaza Ten -- Suite 350, Pittsburgh, PA 15220

Clients: 2,726

Average Clients per Advisor: 61

AUM: $ 4.3B

ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690

RIA

Address: Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Clients: 2,289

Average Clients per Advisor: 67

AUM: $ 3.8B

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591

RIA

Address: One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Clients: 562

Average Clients per Advisor: 29

AUM: $ 2.2B

GUYASUTA INVESTMENT ADVISORS, INCORPORATED

CRD#: 108400

RIA

Address: 285 Kappa Drive Suite 220, Pittsburgh, PA 15238

Clients: 109

Average Clients per Advisor: 10

AUM: $ 1.9B

COOKSON PEIRCE WEALTH MANAGEMENT

CRD#: 110729

RIA

Address: 530 William Penn Place, Pittsburgh, PA 15219

Clients: 758

Average Clients per Advisor: 47

AUM: $ 1.8B

How We Chose the Top Financial Advisors in Pittsburgh, Pennsylvania

To create this list of top financial advisor firms in Pittsburgh, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Pittsburgh has to offer.

Search Financial Advisors in Pittsburgh, Pennsylvania


Name or CRD#
Location:
Firm name (optional)
Deborah Faith Graver

Deborah Faith Graver

Deborah Faith Sales
IAR
RR
CRD#: 2573876
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Pittsburgh, PA 15211

Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC

Disclosures:
Experience:
31 years registered
Mark Wood Ambrose

Mark Wood Ambrose

Mark W Ambrose
IAR
RR
CRD#: 2242378
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Sewickely, PA 15143

Registered Affiliation(s):STRATOS WEALTH PARTNERS, LTD

Disclosures:
Experience:
34 years registered
William Anthony Ravotti

William Anthony Ravotti

Bill Ravotti
IAR
RR
CRD#: 1947439
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15222-5406

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
36 years registered
Michael Thomas Touscany

Michael Thomas Touscany

IAR
RR
CRD#: 2115465
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15220

Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED

Disclosures:
Experience:
35 years registered
Garrett Peter Helfritch

Garrett Peter Helfritch

IAR
RR
CRD#: 2604031
CFP®: Certified Financial Planner
Location:
Monroeville, PA 15146-2743

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years registered
Barbara Brown Virany

Barbara Brown Virany

Barbara B Brown, Barbara B Virany
IAR
RR
CRD#: 2281545
CFP®: Certified Financial Planner
Location:
Upper St. Clair, PA 15241

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
33 years registered
Ralph George Powell

Ralph George Powell

IAR
RR
CRD#: 2330960
CFP®: Certified Financial Planner
Location:
Monroeville, PA 15146-2522

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
Michael Anthony Carretta

Michael Anthony Carretta

IAR
RR
CRD#: 2511740
CFP®: Certified Financial Planner
Location:
Monroeville, PA 15146-2743

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Lori Ann Brinker

Lori Ann Brinker

Lori Ann Shoemaker
IAR
RR
CRD#: 2815389
CFP®: Certified Financial Planner
Location:
Sewickley, PA 15143

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
29 years registered
John Joseph Cognetti

John Joseph Cognetti

John J Cognetti
IAR
RR
CRD#: 2775862
CFP®: Certified Financial Planner
Location:
Sewickley, PA 15143

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
30 years registered
William J. Farber

William J. Farber

William James Farber
IAR
RR
CRD#: 2784899
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15239

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
30 years registered
Toni Lee Ondek

Toni Lee Ondek

Toni Rugola
IAR
RR
CRD#: 1459724
CFP®: Certified Financial Planner
Location:
Cranberry Township, PA 16066

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
31 years registered
Jeffrey A Lowden

Jeffrey A Lowden

IAR
RR
CRD#: 1988552
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
37 years registered
Debra A. Dragich

Debra A. Dragich

Debra Ann Dragich
IAR
RR
CRD#: 2046718
CFP®: Certified Financial Planner
Location:
Cranberry Township, PA 16066

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
29 years registered
Paul Michael Grachen

Paul Michael Grachen

IAR
RR
CRD#: 2094843
CFP®: Certified Financial Planner
Location:
Mt Lebanon, PA 15228-1265

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
36 years registered
Gregory Robert Casten

Gregory Robert Casten

IAR
RR
CRD#: 2014203
CFP®: Certified Financial Planner
Location:
Cranberry Township, PA 16066

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
36 years registered
Rush Nickolas Hodgin

Rush Nickolas Hodgin

Rush Nicholas Hodgin
IAR
RR
CRD#: 2169424
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Armin Hooman

Armin Hooman

IAR
RR
CRD#: 1926367
Location:
Sewickley, PA 15143

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
37 years registered
Brian Joseph Tarquinio

Brian Joseph Tarquinio

Brian Tarquino
IAR
RR
CRD#: 4482905
CFP®: Certified Financial PlannerCPWA®: Certified Private Wealth Advisor
Location:
Sewickley, PA 15143

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
24 years registered
Allen Jeffrey Belice

Allen Jeffrey Belice

IAR
RR
CRD#: 2238399
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
34 years registered
Antonio Charles Aiello

Antonio Charles Aiello

IAR
RR
CRD#: 4228669
CFP®: Certified Financial Planner
Location:
Sewickley, PA 15143

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Matthew Edward Tremaine

Matthew Edward Tremaine

IAR
RR
CRD#: 4620594
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
Winfield Scott Smathers

Winfield Scott Smathers

Win Smathers
IAR
RR
CRD#: 2330402
AIF®: Accredited Investment Fiduciary
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
33 years registered
Cheryl Marie Sternasty

Cheryl Marie Sternasty

Cheryl Marie Klein
IAR
RR
CRD#: 2348303
CFP®: Certified Financial Planner
Location:
Sewickley, PA 15143

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered

Latest Blog Articles


Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter