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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)
JC

Jillian Michele Cochran

Jillian Michele Albrecht
IAR
RR
CRD#: 6586452
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
10 years registered
MS

Morgan Elaine Scaife

IAR
RR
CRD#: 6586455
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
10 years registered
AA

Anna Elizabeth Allwes

Liz Allwes
IAR
RR
CRD#: 6586475
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
10 years registered
NM

Neal Anthony Mcgrath

IAR
RR
CRD#: 2997652
AIF®: Accredited Investment Fiduciary
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):CWM, LLC

Disclosures:
Experience:
28 years registered
CR

Craig Anthony Rossetti

IAR
RR
CRD#: 3086453
ChFC®: Chartered Financial Consultant
Location:
Pittsburgh, PA 15234

Registered Affiliation(s):HORNOR, TOWNSEND & KENT, LLC

Disclosures:
Experience:
28 years registered
JB

Joseph John Betten

Joseph John Betten
IAR
RR
CRD#: 2961400
AIF®: Accredited Investment Fiduciary
Location:
Pittsburgh, PA 15275

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
29 years registered
SH

Stephanie Ann Hunter

Stephanie A. Hunter, Stephanie Ann Hunter, Stephanie Ann Hunter Schwoeble, Stephanie Hunter
IAR
CRD#: 3007128
AIF®: Accredited Investment Fiduciary
Location:
Disclosures:
Experience:
28 years registered
WE

William Alan Evancho

William A Evancho
IAR
RR
CRD#: 3035040
CFP®: Certified Financial Planner
Location:
Sewickley, PA 15143

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
28 years registered
JC

John Robert Chamberland

IAR
RR
CRD#: 2851946
CFP®: Certified Financial Planner
Location:
Wexford, PA 15090

Registered Affiliation(s):HEFREN-TILLOTSON, INC.

Disclosures:
Experience:
29 years registered
PJ

Patricia Mary John

Patricia J Donaldson
IAR
RR
CRD#: 2895011
AIF®: Accredited Investment Fiduciary
Location:
Canonsburg, PA 15317

Registered Affiliation(s):HEFREN-TILLOTSON, INC.

Disclosures:
Experience:
29 years registered
RT

Robin Lynn Tucker

Robin Lynn Ryan, Robin Ryan, Robin Lynn Tucker
IAR
RR
CRD#: 2980953
CLU®: Chartered Life Underwriter
Location:
Canonsburg, PA 15317

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
28 years registered
JH

James Michael Hall

James Hall
IAR
RR
CRD#: 869254
AIF®: Accredited Investment Fiduciary
Location:
Seven Fields, PA 16046

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
25 years registered
MK

Margaret Mary Kanaan

Maggie Kanaan
PR
CRD#: 3089623
AIF®: Accredited Investment Fiduciary
Location:
Milwaukee, WI 53202-5391

Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED

Disclosures:
Experience:
28 years registered
NK

Nikolas Alexander Kamarados

IAR
RR
CRD#: 3105101
CFP®: Certified Financial Planner
Location:
Weirton, WV 26062

Registered Affiliation(s):PRUCO SECURITIES, LLC.

Disclosures:
Experience:
28 years registered
MM

Michael Wayne Modisette

Michael Wayne Modisette, Michael Modisette
IAR
RR
CRD#: 2696152
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC INVESTMENTS

Disclosures:
Experience:
30 years registered
IG

Ian Robinson George

IAR
RR
CRD#: 2706734
Location:
Pittsburgh, PA 15222-5406

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
30 years registered
PR

Patricia L Rogus

Lawrence Rogus
IAR
RR
CRD#: 2741574
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
30 years registered
DM

Darren Lynn Meyers

IAR
RR
CRD#: 2759619
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC INVESTMENTS

Disclosures:
Experience:
30 years registered
Tracy K Johnston

Tracy K Johnston

IAR
RR
CRD#: 4998097
CFP®: Certified Financial Planner
Location:
Bethel Park, PA 15102

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

Disclosures:
Experience:
20 years registered
CK

Christopher T Koch

IAR
RR
CRD#: 6266317
Location:
Tinley Park, IL

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
12 years registered
BB

Brendan Evan Butler

IAR
RR
CRD#: 6275924
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
12 years registered
MD

Matthew Robert Defilippo

IAR
RR
CRD#: 6315563
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
12 years registered
PB

Patrick James Bello

IAR
RR
CRD#: 2014667
Location:
Pittsburgh, PA 15219

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

Disclosures:
Experience:
30 years registered
DD

Darrin Keith Duda

IAR
CRD#: 2165519
AIF®: Accredited Investment FiduciaryCFA: Chartered Financial Analyst
Location:
Pittsburgh, PA 15219-1905

Registered Affiliation(s):BILKEYKATZ INVESTMENT CONSULTANTS

Disclosures:
Experience:
35 years registered

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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.

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