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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)
AD

Albert John Anthony Devito

A.j. Devito
IAR
RR
CRD#: 6084438
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
14 years registered
BB

Barbara Jane Buskirk

Barbara Jane Valentino
RR
CRD#: 1047907
Location:
Pittsburgh, PA 15219

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

Disclosures:
Experience:
44 years registered
DM

David Fulton Manges

RR
CRD#: 1120901
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):CINCAP INVESTMENT GROUP, LLC

Disclosures:
Experience:
43 years registered
BM

Brian Michael Mcinerney

Brian Mcinerney
IAR
CRD#: 1474880
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):STALEY CAPITAL ADVISERS INC

Disclosures:
Experience:
39 years registered
DP

Dean John Prozzoly

IAR
RR
CRD#: 2495753
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):INFINEX INVESTMENTS, INC.

Disclosures:
Experience:
32 years registered
Jason Paul Seibert

Jason Paul Seibert

Jason Seibert
IAR
RR
CRD#: 4893220
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15219

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

Disclosures:
Experience:
21 years registered
KK

Kenneth Robert Kindsvater

RR
CRD#: 1092755
Location:
Pittsburgh, PA 15212

Registered Affiliation(s):PRINCIPAL SECURITIES, INC.

Disclosures:
Experience:
43 years registered
DA

David Paul Ambrose

RR
CRD#: 1045242
Location:
Pittsburgh, PA 15220

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

Disclosures:
Experience:
44 years registered
BO

Brian Matthew Osborn

IAR
RR
CRD#: 2514381
Location:
Pittsburgh, PA 15220

Registered Affiliation(s):GROVE POINT ADVISORS, LLC

Disclosures:
Experience:
32 years registered
DA

Donald William Angel

IAR
RR
CRD#: 4229331
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Canonsburg, PA 15317

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
26 years registered
MC

Michael F Cianflone

Michael Francis Cianflone, Mike Cianflone
RR
CRD#: 1130273
Location:
Pittsburgh, PA 15227

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
43 years registered
JR

Jeffrey Thomas Recker

RR
CRD#: 1136487
Location:
Pittsburgh, PA 15215

Registered Affiliation(s):BROOKWOOD SECURITIES PARTNERS, LLC

Disclosures:
Experience:
43 years registered
RL

Robert Richard Lauro

IAR
RR
CRD#: 2575501
Location:
Pittsburg, PA 15202

Registered Affiliation(s):BLACKRIDGE ASSET MANAGEMENT, LLC

Disclosures:
Experience:
31 years registered
EM

Elizabeth Lucille Marciniak

Betty Marciniak
RR
CRD#: 1112458
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
43 years registered
KF

Kathleen M Favorite

Kad Favorite
IAR
RR
CRD#: 2625382
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
31 years registered
John Ryan Walczak

John Ryan Walczak

IAR
RR
CRD#: 5575114
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):ALLEGHENY FINANCIAL GROUP LTD

Disclosures:
Experience:
16 years registered
Sheryl Kendrick

Sheryl Kendrick

Sheryl A Kendrick, Sherry Marshall, Sheryl Marshall
IAR
RR
CRD#: 5756134
CFP®: Certified Financial Planner
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):ALLEGHENY FINANCIAL GROUP LTD

Disclosures:
Experience:
16 years registered
JK

James Christian Kaiser

IAR
RR
CRD#: 2581844
Location:
Bridgeville, PA 15017

Registered Affiliation(s):GOOD LIFE ADVISORS, LLC

Disclosures:
Experience:
31 years registered
DW

Debra A Wilks

Debbie Lambert, Debra A Lambert, Debra Ann Wilks
IAR
RR
CRD#: 2062917
Location:
Sewickley, PA 15143

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

Disclosures:
Experience:
28 years registered
BD

Barry Nathan Dervin

IAR
RR
CRD#: 2136665
Location:
Sewickley, PA 15143

Registered Affiliation(s):LINCOLN INVESTMENT

Disclosures:
Experience:
31 years registered
JS

Jerry Russell Starr

IAR
RR
CRD#: 2640893
Location:
Sewickley (wexford), PA 15143

Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC

Disclosures:
Experience:
31 years registered
MM

Michael Joseph Marra

IAR
CRD#: 1122852
Location:
Monroeville, PA 15146

Registered Affiliation(s):COY CAPITAL MANAGEMENT

Disclosures:
Experience:
39 years registered
CM

Carol Jean Mccann

Carol Jean Isasky, Carol Jean Mcnally
IAR
RR
CRD#: 1619490
Location:
Monroeville, PA 15146

Registered Affiliation(s):OPPENHEIMER & CO. INC.

Disclosures:
Experience:
31 years registered
BH

Brian Scott Heberle

IAR
RR
CRD#: 2622555
Location:
Monroeville, PA 15146

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

Disclosures:
Experience:
31 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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