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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)
GM

Grant Scott Mellon

IAR
RR
CRD#: 4296978
Location:
Pittsburgh, PA 15219

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

Disclosures:
Experience:
26 years registered
GO

Gregory Wayne Ohl

Gregory W Ohl
IAR
RR
CRD#: 3235569
Location:
Pittsburgh, PA 15233

Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Disclosures:
Experience:
26 years registered
RS

Richard James Staszak

Richard J. Staszak
IAR
RR
CRD#: 4305139
Location:
Pittsburgh, PA 15220

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
25 years registered
CG

Chad Joseph Gregorini

IAR
RR
CRD#: 4421764
Location:
Aspinwall, PA 15215-3117

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

Disclosures:
Experience:
25 years registered
PG

Peter Eric Gialames

Peter E. Gialames, Peter Eric Gialames Jr.
IAR
RR
CRD#: 4421993
Location:
Pittsburgh, PA 15241

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
25 years registered
KM

Kevin M. Mccarthy

IAR
RR
CRD#: 4037135
Location:
Wexford, PA

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
25 years registered
EC

Edward Robert Cehelsky

Edward R Cehelsky
IAR
RR
CRD#: 4419713
Location:
Venetia, PA 15367

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

Disclosures:
Experience:
25 years registered
JD

John Joseph Dugos

John Joseph (iii) Dugos
RR
CRD#: 1710011
Location:
Murrarysville, PA 15668

Registered Affiliation(s):FORTUNE FINANCIAL SERVICES, INC.

Disclosures:
Experience:
38 years registered
GK

Gary M Klobchar JR

Gary M. Klobchar Jr, Gary M. Klobchar
IAR
RR
CRD#: 4410877
Location:
Imperial, PA

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
25 years registered
CL

Carly Lyons

Carly Sochor
IAR
RR
CRD#: 4381981
Location:
Beaver, PA 15009

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

Disclosures:
Experience:
25 years registered
RB

Russell Floyd Bicker

RR
CRD#: 1437156
Location:
Butler, PA 16001

Registered Affiliation(s):NYLIFE SECURITIES LLC

Disclosures:
Experience:
40 years registered
CP

Charles L Palmer IV

Charles Lovett Palmer Iv, Charles Lovett Palmer, Chuck Palmer, Charles L Palmer Iv Iv, Charles Lovett Palmer Iv
IAR
RR
CRD#: 4783503
CFP®: Certified Financial Planner
Location:
Sewickley, PA 15143

Registered Affiliation(s):KESTRA PRIVATE WEALTH SERVICES, LLC

Disclosures:
Experience:
22 years registered
SB

Susan Lee Bell

Susan Lee Curry
IAR
RR
CRD#: 4818391
AIF®: Accredited Investment Fiduciary
Location:
Carnegie, PA

Registered Affiliation(s):PRINCIPAL SECURITIES, INC.

Disclosures:
Experience:
22 years registered
AB

Adam D Brunner

D Adam Brunner
IAR
RR
CRD#: 4806322
AIF®: Accredited Investment Fiduciary
Location:
Cranberry Township, PA 16066

Registered Affiliation(s):EQUITABLE ADVISORS, LLC

Disclosures:
Experience:
22 years registered
FG

Frederick Victor Gustave

Frederick Victor Gustave Iii
IAR
CRD#: 2601638
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):EXECUTIVE WEALTH COUNSELORS, LLC

Disclosures:
Experience:
31 years registered
JG

James Francis Getz

RR
CRD#: 1653787
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):CHARTWELL TSC SECURITIES CORP.

Disclosures:
Experience:
39 years registered
AP

Allison Boyce Plutt

RR
CRD#: 1628784
Location:
Pittsburgh, PA 15237

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
39 years registered
AF

Angela Jean Foster

Angela Jean Bruno, Angela Jean Foster, Angela J. Monfredi, Angela Jean Monfredi, Angela Jean Tignanelli
IAR
RR
CRD#: 2873791
Location:
Pittsburgh, PA 15238

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
24 years registered
JB

John Tedford Bachman III

IAR
RR
CRD#: 4547795
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):PNC INVESTMENTS

Disclosures:
Experience:
24 years registered
SW

Stephen Victor Wolff

IAR
RR
CRD#: 4507222
Location:
Canonsburg, PA 15317

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
24 years registered
KH

Kelly Harrington

Kelly Lynn Harrington, Kelly Lynn Mullen
IAR
RR
CRD#: 4455291
Location:
Sewickley, PA 15143

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
24 years registered
AG

Anthony Joseph Gaslevich III

Tony Joseph Gaslevich Iii
IAR
RR
CRD#: 4474450
Location:
Mars, PA

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
24 years registered
AH

Arthur Floyd Hazen JR.

Arthur Flyod Hazen Jr., Arthur Flyod Hazen, Arthur Flyod Hazen
IAR
RR
CRD#: 4503065
Location:
Moon Township, PA 15108

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

Disclosures:
Experience:
24 years registered
PP

Peter John Piotrowski

IAR
RR
CRD#: 4476760
Location:
Wexford, PA 15090-8799

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

Disclosures:
Experience:
25 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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