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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

Alex Robert Dziamniski

IAR
RR
CRD#: 1329059
Location:
Mt Lebanon, PA 15228-1265

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
41 years registered
CB

Carol Titus Beck

Carol T Beck, Carol M Day, Carol Day
IAR
RR
CRD#: 1345244
Location:
Carnegie, PA 15106

Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Disclosures:
Experience:
41 years registered
BH

Bruce Alan Horvitz

Bruce A Horvitz
IAR
RR
CRD#: 1326407
Location:
Pittsburgh, PA 15235

Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION

Disclosures:
Experience:
41 years registered
JB

John Thomas Barbour

IAR
RR
CRD#: 1284838
Location:
Pittsburgh, PA 15238

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
42 years registered
JH

Joseph Frederick Hoover

IAR
RR
CRD#: 1284886
Location:
Coraopolis, PA 15108

Registered Affiliation(s):ALLEGHENY INVESTMENTS, LTD.

Disclosures:
Experience:
42 years registered
LE

Linda Louise Eastberg

IAR
RR
CRD#: 1126695
Location:
Sewickley, PA 15143

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
42 years registered
RD

Robert Christopher Duff

IAR
RR
CRD#: 1287310
Location:
Sewickley, PA 15143

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
42 years registered
DB

David Nicholas Briggs

IAR
RR
CRD#: 1292042
Location:
Sewickley, PA 15143

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

Disclosures:
Experience:
42 years registered
TM

Timothy Paul Miller

IAR
RR
CRD#: 1624708
AIF®: Accredited Investment FiduciaryCIMA®: Certified Investment Management Analyst
Location:
Sewickley, PA 15143

Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC

Disclosures:
Experience:
39 years registered
ER

Eric Paul Rader

IAR
RR
CRD#: 1035982
Location:
Pittsburgh, PA 15044

Registered Affiliation(s):LION STREET ADVISORS, LLC

Disclosures:
Experience:
42 years registered
CT

Craig Arthur Tillotson

IAR
RR
CRD#: 1296742
Location:
Wexford, PA 15090

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

Disclosures:
Experience:
42 years registered
WG

William David Gullborg

William D Gullborg
IAR
RR
CRD#: 1006168
Location:
Mcmurray, PA 15317

Registered Affiliation(s):GROVE POINT ADVISORS, LLC

Disclosures:
Experience:
41 years registered
JD

John Clair Daller

Butch Daller
IAR
RR
CRD#: 1311832
Location:
Murrysville, PA 15668

Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Disclosures:
Experience:
42 years registered
SG

Scott Alan Grossett

Scott A Grossett
IAR
RR
CRD#: 1318490
Location:
Murrysville, PA 15668

Registered Affiliation(s):NEXT FINANCIAL GROUP, INC.

Disclosures:
Experience:
41 years registered
RM

Randel Guerra Morris

Randy Morris
IAR
RR
CRD#: 1331125
Location:
Cranberry Township, PA 16066

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

Disclosures:
Experience:
41 years registered
RC

Robert Joseph Chiocca

IAR
RR
CRD#: 2218170
Location:
Cranberry Township, PA 16066

Registered Affiliation(s):TD AMERITRADE, INC.

Disclosures:
Experience:
34 years registered
KK

Kenneth Glenn Krotz

IAR
RR
CRD#: 1125127
Location:
Export, PA 15632

Registered Affiliation(s):PRUCO SECURITIES, LLC.

Disclosures:
Experience:
42 years registered
DO

Daniel Odonnell

Dan O'donnell, Daniel Paul O'donnell, Daniel Paul Odonnell
IAR
RR
CRD#: 1299524
Location:
Belle Vernon, PA 15012

Registered Affiliation(s):PNC INVESTMENTS

Disclosures:
Experience:
41 years registered
JS

John Joseph Snyder

IAR
RR
CRD#: 1303687
Location:
Washington, PA 15301

Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC

Disclosures:
Experience:
42 years registered
DS

Daniel Paul Stephans

Dan Stephans, Daniel P Stephans
IAR
RR
CRD#: 1320840
Location:
New Alexandria, PA 15670

Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION

Disclosures:
Experience:
41 years registered
DH

Douglas Macneill Haverland

IAR
RR
CRD#: 1307182
Location:
Weirton, WV 26062-9677

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
42 years registered
ST

Sara Kay Thomas

Sally Thomas Jacoby, Sara Thomas Jacoby, Sally Kay Thomas
IAR
RR
CRD#: 1587521
ChFC®: Chartered Financial Consultant
Location:
Pittsburgh, PA 15206

Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Disclosures:
Experience:
39 years registered
RL

Ralph Louis Linarelli

Ralph Louis Jr Linarelli
IAR
RR
CRD#: 2044687
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Beaver, PA 15009

Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION

Disclosures:
Experience:
36 years registered
RK

Robert Petrus Wilhelm Kanters

Robert P Kanters
IAR
RR
CRD#: 1368631
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
41 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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