Find Top Financial Advisors in Pittsburgh, Pennsylvania

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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.

Finding the Top Financial Advisor in Pittsburgh, Pennsylvania
Last Updated - 27-Nov-2022

Pittsburgh has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 160 non-vetted advisors in your local area. These financial advisors in Pittsburgh, Pennsylvania have an average of 12 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
651 Holiday Drive,
Building 5, Suite 400,
Pittsburgh, PA 15220
1605 Carmody Court,
Sewickley, PA 15143
12 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Pittsburgh

Qualifications CRD# 5519119
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 651 Holiday Drive,
Building 5, Suite 400,
Phone Number 724-900-2927

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.

About Edelman Financial Engines, LLC

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 (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
One Ppg Place , Suite 2200,
Pittsburgh, PA 15222
$4,225,602,663 12150 A percentage of AUM
1405 Mcfarland Road,
Pittsburgh, PA 15216
$1,521,197,255 16 A percentage of AUM
Fixed fees
436 Seventh Avenue , Koppers Building, 27th Floor,
Pittsburgh, PA 15219-1818
$1,004,867,214 1271 A percentage of AUM
Fixed fees
3355 Babcock Blvd,
Pittsburgh, PA 15237-2421
1302 Investment Building , 239 4th Avenue,
Pittsburgh, PA 15222
$917,897,725 66 A percentage of AUM
Fixed fees
301 Grant Street , Suite 2550,
Pittsburgh, PA 15219
$510,452,688 724 A percentage of AUM
2000 Smallman Street , Suite 203a,
Pittsburgh, PA 15222
$273,647,801 372 A percentage of AUM
Performance Based
381 Mansfield Ave , #200a,
Pittsburgh, PA 15220
$232,653,339 1477 A percentage of AUM
Fixed fees
5500 Corporate Drive , Suite 216,
Pittsburgh, PA 15237
$219,000,000 103 A percentage of AUM
Fixed fees
400 Penn Center Blvd., Suite 555,
Pittsburgh, PA 15235-5610
$212,170,993 479 A percentage of AUM
244 Boulevard Of The Allies , 1st Floor,
Pittsburgh, PA 15222
$177,250,867 477 A percentage of AUM
Hourly charges
Fixed fees
110 Fort Couch Road , Suite 108,
Pittsburgh, PA 15241
$144,794,956 910 A percentage of AUM
Hourly charges
Fixed fees
2545 Railroad Street , Suite 300,
Pittsburgh, PA 15222-7605
$144,035,627 2 A percentage of AUM
Fixed fees
Performance Based
429 Fourth Avenue , Suite 300,
Pittsburgh, PA 15219
$107,694,492 332 A percentage of AUM
650 Washington Rd , Ste 1000,
Pittsburgh, PA 15228
$50 2 A percentage of AUM

    List of Additional Advisors in Pittsburgh, Pennsylvania*

    * 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
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?