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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Pittsburgh, Pennsylvania, was at the epicenter of the forming of the United States of America by contributing to the Declaration of Independence, the US Constitution as well as the writing of the famous Gettysburg Address. This Keystone State currently has a cost of living that is 1% higher than the national average that makes it considered one of the most livable cities in the US as well. If you are looking for a financial advisor in this city, it may be a little difficult to decide who to hire from amongst the 1720 or more licensed financial advisors practicing in Pittsburgh. WiserAdvisor prescreens advisors based on their years of experience, credentials and standing with FINRA and the SEC and provides you with a list to interview and choose from, thereby saving you time and providing you with some peace of mind. Our mission is to help people like you find an advisor to work with your specific financial needs in mind.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Pittsburgh, Pennsylvania.
Pittsburgh
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
159
non-vetted advisors in your local area. These financial advisors in
Pittsburgh
,
Pennsylvania
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Pittsburgh
,
Pennsylvania
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Pittsburgh
,
Pennsylvania
.
| Qualified Financial Advisors in Pittsburgh, Pennsylvania | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Rebecca Pawuk
EDELMAN FINANCIAL ENGINES, LLC 651 Holiday Drive, Pittsburgh, PA 15220 |
12 | Not Specified | Not Specified | Fee-Based |
| Michael Marion
CFP® MARION WEALTH MANAGEMENT 2790 Monroeville, Monroeville, PA 15146 |
33 | $230,000,000 | Not Specified | Fee-Based |
| Rebecca Pawuk
EDELMAN FINANCIAL ENGINES, LLC 1605 Carmody Court, Sewickley, PA 15143 |
12 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5519119
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
651 Holiday Drive,
Building 5, Suite 400,
Pittsburgh,
PA
15220
Phone Number
724-900-2927
Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 2076025
FirmCRD# 20804
Series 6, 7, 31, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
2790 Monroeville,
Suite 640,
Monroeville,
PA
15146
Phone Number
412-372-3849
Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management and risk management services to individuals and businesses. Mike holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER" Professional Education Program from the College of Financial Planning. Mike has held the CFP® designation since passing the CFP® board examination in July 2001. Mike lives in Murrysville, Pennsylvania with his wife Katie, their three children and the family's Chessie Retriever. Mike's interests include the outdoors, hiking, racquetball, reading and spending time with his family.
Marion Wealth Management is an independent, fiduciary financial planning and wealth management firm located on the Eastern edge of Monroeville, near the intersections of 376 East, the PA Turnpike, Business Rout 22 and Route 48. Our focus is on developing highly effective financial strategies for retirees, affluent families and business owners. Our Wealth management services include: retirement and income management, portfolio analysis and optimization, asset protection strategies, wealth and estate transfer planning, executive financial services and business retirement services including pension and 401(k) plan management. Our firms's goal is to allow clients to enjoy the personalized service and attention offered by a private wealth management firm, while at the same time enjoying the value of independent advice that puts you first. We believe what sets us apart is our focus on you. Our private wealth and investment services offer you fee based, advice driven investment solutions customized to fit your needs by utilizing the very best tools, technology and research.
Qualifications
CRD# 5519119
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1605 Carmody Court,
Building IV, Suite 100,
Sewickley,
PA
15143
Phone Number
724-900-2927
Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
| Top Financial Advisor Firms in Pittsburgh, Pennsylvania | |||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Cim Investment Management Inc
1302 Investment Building , 239 4th Avenue, Pittsburgh, PA 15222 |
$917,897,725 | 66 |
A percentage of AUM Fixed fees |
| Oxford Real Estate Advisors Inc
2545 Railroad Street , Suite 300, Pittsburgh, PA 15222-7605 |
$144,035,627 | 2 |
A percentage of AUM Fixed fees Performance Based |
| Sundance Advisors
5500 Corporate Drive , Suite 216, Pittsburgh, PA 15237 |
$219,000,000 | 103 |
A percentage of AUM Fixed fees |
| Janney Capital Management Llc
One Ppg Place , Suite 2200, Pittsburgh, PA 15222 |
$4,225,602,663 | 12150 |
A percentage of AUM |
| Gainvest
429 Fourth Avenue , Suite 300, Pittsburgh, PA 15219 |
$95,247,163 | 318 |
A percentage of AUM Other (CASH SWEEP INTEREST) |
| Ewa, Llc
381 Mansfield Ave , #200a, Pittsburgh, PA 15220 |
$232,653,339 | 1477 |
A percentage of AUM Fixed fees |
| Vista Investment Management, Llc
400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235-5610 |
$212,170,993 | 479 |
A percentage of AUM |
| Executive Wealth Counselors, Llc
244 Boulevard Of The Allies , 1st Floor, Pittsburgh, PA 15222 |
$177,250,867 | 477 |
A percentage of AUM Hourly charges Fixed fees |
| G & R Investment Consultants Inc
3355 Babcock Blvd, Pittsburgh, PA 15237-2421 |
$965,748,748 | 10 | Other (BASED ON ASSET SIZE OF THE FINANCIAL INSTITUTION) |
| Hapanowicz & Associates Wealth Management
301 Grant Street , Suite 2550, Pittsburgh, PA 15219 |
$510,452,688 | 724 |
A percentage of AUM Other (PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME) |
| Morrison Fiduciary Advisors, Inc.
1405 Mcfarland Road, Pittsburgh, PA 15216 |
$1,521,197,255 | 16 |
A percentage of AUM Fixed fees |
| Aquinas Wealth Advisors
650 Washington Rd , Ste 1000, Pittsburgh, PA 15228 |
$50 | 2 |
A percentage of AUM |
| Hunter Associates Llc
436 Seventh Avenue , Koppers Building, 27th Floor, Pittsburgh, PA 15219-1818 |
$1,004,867,214 | 1271 |
A percentage of AUM Fixed fees |
| Kailasa Capital Management Llc
2000 Smallman Street , Suite 203a, Pittsburgh, PA 15222 |
$273,647,801 | 372 |
A percentage of AUM Performance Based |
| Kapusta Financial Group
110 Fort Couch Road , Suite 108, Pittsburgh, PA 15241 |
$144,794,956 | 910 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Axias Wealth Advisors Inquire with Axias |
381 Mansfield Ave, Suite 400, Pittsburgh, PA 15220 | 412-552-8031 |
| A J Jugan Inquire with A |
1570 Omega Dr, Pittsburgh, PA 15205 | 412-922-7700 |
| Blacka Financial Consulting Inquire with Blacka |
201 Penn Center Blvd., Suite #400, Pittsburgh, PA 15235 | 412-816-2225 |
| Arthur K Bomberger Inquire with Arthur |
1 Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-392-8311 |
| Betty L Lamb Inquire with Betty |
1 Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-392-5843 |
| Brian Sava Inquire with Brian |
1 Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-803-2170 |
| Antonio Aiello Inquire with Antonio |
1570 Omega Dr, Pittsburgh, PA 15205 | 412-922-7700 |
| Brian Stumpf Inquire with Brian |
1570 Omega Dr, Pittsburgh, PA 15205 | 412-922-7700 |
| Audrey Arthur Inquire with Audrey |
One Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-803-2134 |
| Alan M Breedlove Inquire with Alan |
1 Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-392-1713 |
Grow your AUM with pre-qualified leads!
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