AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Pennsylvania > Pittsburgh

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)
TD

Thomas Henry Drucis

Thomas H Drucis
IAR
RR
CRD#: 2001059
Location:
Bridgeville, PA 15017

Registered Affiliation(s):CETERA ADVISORS LLC

Disclosures:
Experience:
34 years registered
JS

James Philip Sporrer

IAR
RR
CRD#: 2233467
Location:
Sewickley, PA 15143

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
31 years registered
MC

Michael Joseph Condron

IAR
RR
CRD#: 2266306
Location:
Sewickley, PA 15143

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
34 years registered
VV

Valerie Ann Visconti

Val Eichert, Valerie Ann Eichert
IAR
RR
CRD#: 2891333
Location:
Sewickley, PA 15143

Registered Affiliation(s):LINCOLN INVESTMENT

Disclosures:
Experience:
29 years registered
JW

John Allen Walton

RR
CRD#: 4935164
CLU®: Chartered Life Underwriter
Location:
Sewickley, PA 15143

Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.

Disclosures:
Experience:
21 years registered
RN

Ryan Patrick Neupaver

IAR
CRD#: 5757641
CFP®: Certified Financial Planner
Location:
Monroeville, PA 15146

Registered Affiliation(s):SANTORI & PETERS

Disclosures:
Experience:
16 years registered
DW

David Joseph Ward

IAR
RR
CRD#: 2903596
Location:
Wexford, PA 15090

Registered Affiliation(s):OSAIC FS, INC.

Disclosures:
Experience:
29 years registered
RR

Richard King Rainier

Rk Rainier Ii
IAR
RR
CRD#: 2603107
Location:
Canonsburg, PA 15317

Registered Affiliation(s):SUMMIT ADVISORS, LLC

Disclosures:
Experience:
31 years registered
GR

Gary Lee Richards

IAR
RR
CRD#: 2224200
Location:
Cranberry Township, PA 16066

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

Disclosures:
Experience:
34 years registered
WG

William F Gleason

Bill Gleason
RR
CRD#: 2517984
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC CAPITAL MARKETS LLC

Disclosures:
Experience:
23 years registered
TE

Todd Vincent English

RR
CRD#: 4612284
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC CAPITAL MARKETS LLC

Disclosures:
Experience:
20 years registered
ME

Michael Gerard Egan

RR
CRD#: 4638967
Location:
Pittsburgh, PA 15222-4235

Registered Affiliation(s):NEWEDGE SECURITIES, INC.

Disclosures:
Experience:
23 years registered
JS

Jason Robert Staley

IAR
CRD#: 5408661
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Disclosures:
Experience:
19 years registered
DB

Deborah Diane Bickerstaff

Deborah Diane Aller, Deborah Diane Dobbins
IAR
CRD#: 5468206
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
18 years registered
EU

Elizabeth Ann Urish

Elizabeth Urish, Elizabeth Urish Walton
IAR
CRD#: 5542282
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):STEEL TOWER INVESTMENTS

Disclosures:
Experience:
18 years registered
MW

Michael Christopher Wickett

RR
CRD#: 3244062
Location:
New York, NY 10010

Registered Affiliation(s):NYLIFE SECURITIES LLC

Disclosures:
Experience:
23 years registered
AE

Ahmed El Nokali

RR
CRD#: 4568102
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):WAUBANK SECURITIES LLC

Disclosures:
Experience:
23 years registered
WN

William Jonathon Nelson

IAR
CRD#: 5838323
Location:
Pittsburgh, PA 15201

Registered Affiliation(s):QUATTRO ADVISORS L.L.C.

Disclosures:
Experience:
16 years registered
DT

Denise Lynn Tidball

Denise L Myers
PR
CRD#: 3002241
Location:
Scottsdale, AZ 85255

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
23 years registered
MV

Mark Edward Vujevich

IAR
RR
CRD#: 4700606
Location:
Pittsburgh, PA 15220

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

Disclosures:
Experience:
23 years registered
MK

Marianne Troy Knouse

Marianne Troy, Marianne Troy Knouse, Marianne Troy Krouse
RR
CRD#: 4581062
Location:
Carnegie, PA 15106

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
24 years registered
CM

Constantine William Mamakos

IAR
CRD#: 4423030
Location:
Pittsburgh, PA 15228-1926

Registered Affiliation(s):VENATOR MANAGEMENT LLC

Disclosures:
Experience:
18 years registered
RD

Robert M Dunn

Robert Martin Dunn, Robert Dunn
RR
CRD#: 3269891
Location:
Pittsburgh, PA 15205-2547

Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
KM

Kathleen M Madden

Kathleen Mary Klein
RR
CRD#: 1110144
Location:
Pittsburg, PA 15237

Registered Affiliation(s):AUSDAL FINANCIAL PARTNERS, INC.

Disclosures:
Experience:
21 years registered

Latest Blog Articles


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.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter