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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)
BR

Brian Risko

Brian Michael Risko, Brian M Risko
RR
CRD#: 4114127
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC INVESTMENTS

Disclosures:
Experience:
26 years registered
RM

Rebecca Jo Mulvay

Rebecca Jo Basper
RR
CRD#: 4119777
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC CAPITAL MARKETS LLC

Disclosures:
Experience:
26 years registered
MG

Mary Flounders Green

Mary Helen Flounders, Mary Flounders-Green
RR
CRD#: 4121857
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED SECURITIES CORP.

Disclosures:
Experience:
26 years registered
ME

Mary Theresa Elliott

RR
CRD#: 4123088
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC CAPITAL MARKETS LLC

Disclosures:
Experience:
26 years registered
FC

Frank J Cavoti

IAR
RR
CRD#: 4212217
Location:
Carnegie, PA 15106

Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC

Disclosures:
Experience:
26 years registered
JM

Justin H. Mccarthy

PR
CRD#: 4227314
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC CAPITAL MARKETS LLC

Disclosures:
Experience:
26 years registered
JB

Jonathan Bernstein

IAR
CRD#: 5221328
Location:
Bala Cynwyd, PA

Registered Affiliation(s):CGN ADVISORS, LLC

Disclosures:
Experience:
12 years registered
PL

Paul Thomas Lang

Paul Lang
IAR
RR
CRD#: 6332389
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED

Disclosures:
Experience:
8 years registered
JY

Joshua Raymond Yoskosky

IAR
RR
CRD#: 6394552
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):TLG ADVISORS, INC.

Disclosures:
Experience:
11 years registered
RG

Ryan Matthew Gorman

Ryan M Gorman
IAR
RR
CRD#: 6396504
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC INVESTMENTS

Disclosures:
Experience:
11 years registered
MC

Michael A Campbell

Michael Alan Campbell
IAR
RR
CRD#: 6398601
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
11 years registered
JB

Justin Phillip Brahim

IAR
RR
CRD#: 6495359
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):CITIZENS SECURITIES, INC.

Disclosures:
Experience:
9 years registered
AB

Adri James Giacobine Bleier

IAR
RR
CRD#: 6502127
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
11 years registered
JM

John Kenneth Milne

PR
CRD#: 4346064
Location:
Key West, FL

Registered Affiliation(s):JKMILNE ASSET MANAGEMENT

Disclosures:
Experience:
21 years registered
TL

Tea Tam Lundell

Phoung Tam Pham Hoang, Tam Puong Pham Hoang, Tam Lundell, Phuong Tam Hoang Pham, T Pham, Tam Pham, Tam Phoung Hoang Pham, Phuong H Tam
IAR
RR
CRD#: 6348126
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):EAGLE STRATEGIES LLC

Disclosures:
Experience:
11 years registered
DE

Derek Timothy Evans

IAR
RR
CRD#: 6421547
Location:
Pittsburgh, PA 15219

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

Disclosures:
Experience:
11 years registered
MG

Michael Andrew Gielarowski

Michael Gielarowski
IAR
RR
CRD#: 6511156
Location:
Pittsburgh, PA 15219

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

Disclosures:
Experience:
11 years registered
JS

Jennifer Sekscinski

Jennifer Ann Sekscinski
IAR
RR
CRD#: 6599592
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):CITIZENS SECURITIES, INC.

Disclosures:
Experience:
8 years registered
KB

Kirk David Black

RR
CRD#: 4117793
Location:
Pittsburgh, PA 15258

Registered Affiliation(s):BNY MELLON CAPITAL MARKETS, LLC

Disclosures:
Experience:
26 years registered
BC

Brant Girard Cappelloni

RR
CRD#: 4619521
Location:
Pittsburgh, PA 15212

Registered Affiliation(s):WAUBANK SECURITIES LLC

Disclosures:
Experience:
23 years registered
LD

Luigi Gaspare Di Ianni

IAR
CRD#: 4941644
Location:
Pittsburgh, PA 15201

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

Disclosures:
Experience:
21 years registered
MT

Michael John Trpcic

Michael John Trpcic
IAR
RR
CRD#: 6448382
Location:
Pittsburgh, PA 15201

Registered Affiliation(s):PNC INVESTMENTS

Disclosures:
Experience:
11 years registered
RH

Randy George Hillier

IAR
CRD#: 2720099
Location:
Pittsburgh, PA 15220

Registered Affiliation(s):MARINER WEALTH ADVISORS

Disclosures:
Experience:
21 years registered
WE

William Fitzgerald Engel

IAR
CRD#: 4876716
Location:
Pittsburg, PA 15220

Registered Affiliation(s):THE COLONY GROUP, LLC

Disclosures:
Experience:
21 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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