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
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
FORT PITT CAPITAL GROUP, LLC
CRD#: 281385
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
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
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
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
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
Dawn Marie Porto
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kristina M Pockl
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert John Warwick
Registered Affiliation(s):SA STONE WEALTH MANAGEMENT INC.
Adam Beveridge
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Matthew M Scoletti
Registered Affiliation(s):MORGAN STANLEY
David Pratti
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
John David Reba
Registered Affiliation(s):HEFREN-TILLOTSON, INC.
Travis Ned Barker
Registered Affiliation(s):HEFREN-TILLOTSON, INC.
Elizabeth Ann Zorn
Registered Affiliation(s):GOLDMAN SACHS AYCO PERSONAL FINANCIAL MANAGEMENT
Daniel P Odinski
Registered Affiliation(s):HEFREN-TILLOTSON, INC.
Lisa R Austin
Registered Affiliation(s):PRUCO SECURITIES, LLC.
Lester Haven Botkin
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Kristen Marie Hull
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Anthony James Bottino
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Lee David Moffatt
Registered Affiliation(s):E. E. POWELL & COMPANY INC.
Michelle Mccafferty Retzer
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Mary Bonkoski Leah
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Ronald Alexander Jones
Registered Affiliation(s):EAGLE STRATEGIES LLC
Brian Kevin Bortz
Registered Affiliation(s):SECURITIES MANAGEMENT & RESEARCH, INC.
David Robert Mcginley
Registered Affiliation(s):WESBANCO SECURITIES, INC.
Joshua Samuel Bartholomew
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Carl Sherman Neishloss
Registered Affiliation(s):FORTUNE FINANCIAL SERVICES, INC.
Frank William Runco
Registered Affiliation(s):LPL FINANCIAL LLC
Lisette Marie Cerra
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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