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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)
Domenic Joseph Mangieri

Domenic Joseph Mangieri

IAR
RR
CRD#: 3050566
Location:
Pittsburgh, PA 15241

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
James Patrick Stager

James Patrick Stager

James P Stager, Jim Stager
IAR
RR
CRD#: 2815482
Location:
Sewickley, PA 15143

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

Disclosures:
Experience:
27 years registered
John Arthur Tarquinio

John Arthur Tarquinio

John Tarquinio
IAR
RR
CRD#: 5145965
CFP®: Certified Financial Planner
Location:
Sewickley, PA 15143

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
20 years registered
Alphonse Steven Weber

Alphonse Steven Weber

IAR
RR
CRD#: 2716419
Location:
Wexford, PA 15090

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

Disclosures:
Experience:
30 years registered
Ryan Lee Hutchison

Ryan Lee Hutchison

Ryan Lee Hutchinson, Hutch Hutchison
IAR
RR
CRD#: 2757259
Location:
Pittsburgh, PA 15239

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
30 years registered
Patrick Joseph Byrne

Patrick Joseph Byrne

Patrick Byrne
IAR
RR
CRD#: 3195706
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Michael Todd Krarup

Michael Todd Krarup

Mike Krarup
IAR
RR
CRD#: 2795540
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Katherine Love Egbert

Katherine Love Egbert

Katherine Love Egbert, Katherine Love Erbert, Katherine L Egbert, Katherine E Lecker, Katherine E Loch
IAR
RR
CRD#: 2908129
Location:
Coraopolis, PA 15108

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
John William Fritz

John William Fritz

IAR
RR
CRD#: 2850498
Location:
Sewickley, PA 15143

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Jared Christopher Scholl

Jared Christopher Scholl

IAR
RR
CRD#: 4513908
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Wexford, PA 15090

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Bret Earl Wagner

Bret Earl Wagner

Bret Earl Wagner
IAR
RR
CRD#: 4025398
Location:
Sarver, PA

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Chad Rosensteel

Chad Rosensteel

Chad Vaughn Rosensteel
IAR
RR
CRD#: 4051915
ChFC®: Chartered Financial Consultant
Location:
Greensburg, PA 15601-9688

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Jennifer Lynn Haggerty

Jennifer Lynn Haggerty

Jennifer Lynn Lovitt, Jennifer Lynn O'connor
IAR
RR
CRD#: 3131104
Location:
Pittsburgh, PA 15222

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

Disclosures:
Experience:
28 years registered
Daryl Duane Patten

Daryl Duane Patten

IAR
CRD#: 1890878
Location:
Pittsburgh, PA 15220

Registered Affiliation(s):FORT PITT CAPITAL GROUP, LLC

Disclosures:
Experience:
38 years registered
Michael Howden Lloyd

Michael Howden Lloyd

IAR
RR
CRD#: 3060353
Location:
Pittsburgh, PA

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Carl Richard Emerick

Carl Richard Emerick

IAR
CRD#: 3089528
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15241

Registered Affiliation(s):EMERICK FINANCIAL PLANNING, LLC

Disclosures:
Experience:
28 years registered
Scott Nelson Parker

Scott Nelson Parker

IAR
RR
CRD#: 3060340
Location:
Brentwood, PA

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Jonathan R D'antonio

Jonathan R D'antonio

Jonathan Ross D'antonio
IAR
RR
CRD#: 4258645
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15206

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

Disclosures:
Experience:
26 years registered
Jason Joseph Short

Jason Joseph Short

IAR
RR
CRD#: 3126533
Location:
Carnegie, PA

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Ralph Paul Martin

Ralph Paul Martin

Ralph P Martin
IAR
RR
CRD#: 3222443
Location:
Wexford, PA 15090

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Jeffery Stewart Ward

Jeffery Stewart Ward

Jeffery Ward
IAR
RR
CRD#: 3174543
Location:
Greensburg, PA 15601-1857

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Robert Mason Lewis

Robert Mason Lewis

Robert M Lewis
IAR
RR
CRD#: 3194082
Location:
Beaver, PA 15009

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

Disclosures:
Experience:
27 years registered
Michael David Duckworth

Michael David Duckworth

IAR
RR
CRD#: 4265465
Location:
Pittsburgh, PA 15222

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

Disclosures:
Experience:
26 years registered
Gavin Mullen

Gavin Mullen

Gacin Mchugh Mullen
IAR
RR
CRD#: 6127116
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15206

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

Disclosures:
Experience:
13 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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