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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)
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
Reshelle Lorraine Barrett

Reshelle Lorraine Barrett

Reshelle Lorraine Braunger
IAR
CRD#: 2225985
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15228

Registered Affiliation(s):BILL FEW ASSOCIATES, INC.

Disclosures:
Experience:
33 years registered
Christopher Coll Benec

Christopher Coll Benec

IAR
RR
CRD#: 2410481
Location:
Sewickley, PA 15143

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
David Salgarolo

David Salgarolo

IAR
RR
CRD#: 2829407
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Matthew David Orman

Matthew David Orman

Matt Orman
IAR
RR
CRD#: 2421338
CFP®: Certified Financial Planner
Location:
Monroeville, PA 15146-2743

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Bernard Elwood Carter

Bernard Elwood Carter

Beernard Elwood Carter Jr
IAR
RR
CRD#: 2269889
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT

Disclosures:
Experience:
34 years registered
Bryan Scott Shoemaker

Bryan Scott Shoemaker

IAR
RR
CRD#: 2210931
Location:
Cranberry Township, PA 16066

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
34 years registered
James William Rimmel

James William Rimmel

James W Rimmel
IAR
RR
CRD#: 2564144
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
31 years registered
Michael Ray Forney

Michael Ray Forney

IAR
RR
CRD#: 3048655
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15241

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Amit Singh Grover

Amit Singh Grover

IAR
RR
CRD#: 4990966
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Sewickley, PA 15143

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
21 years registered
Michael Fetterolf

Michael Fetterolf

Michael Leon Fetterolf
IAR
RR
CRD#: 3094137
Location:
Greensburg, PA 15601

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
28 years registered
Todd Christopher Todorich

Todd Christopher Todorich

IAR
RR
CRD#: 2616289
Location:
Beaver, PA 15009

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

Disclosures:
Experience:
31 years registered
Jeffrey Joseph Geibel

Jeffrey Joseph Geibel

IAR
RR
CRD#: 5483665
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Butler, PA 16001

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
18 years registered
Kenneth Leroy Spencer

Kenneth Leroy Spencer

IAR
RR
CRD#: 2740242
ChFC®: Chartered Financial Consultant
Location:
Bridgeville, PA 15017

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Ralph C Freedman

Ralph C Freedman

Rc Freedman
IAR
RR
CRD#: 2474616
Location:
Sewickley, PA 15143

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Matthew William Eisenhuth

Matthew William Eisenhuth

IAR
RR
CRD#: 2509482
Location:
Monroeville, PA 15146-2743

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Robert Joseph Standish

Robert Joseph Standish

Robert Joseph Standish, Robert Standish
IAR
RR
CRD#: 4036002
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
26 years registered
Tracey Smith

Tracey Smith

Tracey Gordon, Tracey Smith Gordon
IAR
RR
CRD#: 2668443
Location:
Mt Lebanon, PA 15228-1265

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years registered

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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.

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