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Find Top Financial Advisors in Pittsburgh, Pennsylvania

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 - April 08, 2024

Pittsburgh has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Pittsburgh, Pennsylvania have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Pittsburgh, Pennsylvania mentioned below does 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
Michael Marion
2790 Mosside Blvd,
Suite 640,
Monroeville, PA 15146
33 Years $230,000,000 Not Specified Fee-Based
Rebecca Pawuk
1605 Carmody Court,
Building IV, Suite 100,
Sewickley, PA 15143
16 Years Not Specified Not Specified Fee-Based
Sterling Heights Financial Group
104 Rodgers Dr,
Lower Burrell, PA 15068
23 Years Not Specified $150,000 Fee-Based

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Information on Qualified Financial Advisors in Pittsburgh, Pennsylvania

Qualifications CRD# 2076025
Firm CRD# 315730
Series 63, 65

Compensation/Fee Fee-Based, Flat Fee, Based on Assets

Office Location 2790 Mosside Blvd,
Suite 640,
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.

About Marion Wealth Management

Marion Wealth Management

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
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 1605 Carmody Court,
Building IV, Suite 100,
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

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets

Office Location 104 Rodgers Dr,
Lower Burrell,
Phone Number 412-965-2606

About Sterling Heights Financial Group

Sterling Heights Financial Group

Sterling Heights Financial Group, LLC was started to provide ethical, professional, financial guidance to business owners and retirement clients. As independent financial advisors, we have the ability to choose from many different carriers and investment options to provide the best financial plans possible for our clients. As fiduciaries, it is our duty to provide the highest standard of care, and always act in our clients' best interest. Our mission is to provide the best service to our clients at affordable fees, and to completely cut out the product incentives that many firms utilize. Our goal is for each of our clients to become raving fans of our service. You will never find an advisor pitching a product here; and we will be known as educators as opposed to salespeople. As a full service financial firm, we can handle almost any wealth management need. We also pride ourselves on our strategic relationships with other industry professionals to refer our clients to resolve their problems outside of financial services. We've helped hundreds of clients in Western Pennsylvania and Florida with their retirement, and wealth management needs, and look forward to being a valuable advisor to you and your family.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Pittsburgh, Pennsylvania (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
1001 Liberty Avenue, Pittsburgh, PA 15222-3779
101 80 $420,303,833,453
1001 Liberty Avenue, Pittsburgh, PA 15222-3779
210 6832 $164,772,846,686
A Percentage of AUM, Performance Based
1001 Liberty Avenue, Pittsburgh, PA 15222-3779
15 17 $27,678,535,445
A Percentage of AUM
300 Fifth Avenue, 26th Floor, Pittsburgh, PA 15222-2722
1218 152386 $21,629,770,547
A Percentage of AUM
One North Shore, 12 Federal Street, Suite #400, Pittsburgh, PA 15212
45 1302 $5,727,497,992
A Percentage of AUM, Fixed Fees
625 Liberty Avenue, Eqt Plaza - Suite 2300, Pittsburgh, PA 15222
62 21 $5,294,505,734
A Percentage of AUM, Performance Based
2100 Wharton Street, Suite 600, Pittsburgh, PA 15203
43 37 $5,191,844,800
A Percentage of AUM, Fixed Fees
680 Andersen Drive, Foster Plaza Ten -- Suite 350, Pittsburgh, PA 15220
69 8521 $4,302,944,245
One Ppg Place, Suite 2200, Pittsburgh, PA 15222
13 13797 $4,252,170,438
A Percentage of AUM
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
101 10726 $3,789,857,601
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES)
One Oxford Centre, 301 Grant Street, Suite 3950, Pittsburgh, PA 15219
12 925 $2,222,319,107
A Percentage of AUM
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
29 1894 $2,175,010,746
A Percentage of AUM, Hourly charges, Fixed Fees
285 Kappa Drive, Suite 220, Pittsburgh, PA 15238
15 1315 $1,857,827,000
A Percentage of AUM, Fixed Fees
530 William Penn Place, Pittsburgh, PA 15219
25 908 $1,813,874,280
A Percentage of AUM
610 Smithfield Street, Suite 400, Pittsburgh, PA 15222
36 5076 $1,787,815,842
A Percentage of AUM, Fixed Fees

    Frequently Asked Questions

    Financial advisors listed on our directory for the state of Pennsylvania provide a variety of financial services such as investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and more. Do check the "Advisory Services Provided" section to confirm which services are provided by each advisor. To further explore how a financial advisor can support you in your specific financial situation read who financial advisors are and what they do.

    Financial advisors in Pennsylvania may charge for their services in several ways, including:

    Fee-only: Charging a flat fee, or a percentage of assets under management for their services.

    Fee-based: Charging a combination of fees and commissions.

    Commission-based: Earning a commission on the financial products they sell to clients.

    It's important to understand how your financial advisor is compensated, as this can affect their recommendations and potentially create conflicts of interest. To better understand how our network of financial advisors may charge for their services, read more on what are the costs of hiring a financial advisor.

    When choosing a financial advisor in Pennsylvania, it's important to conduct initial research. Consider their experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to a code of ethics. It is also important to check for any disciplinary actions or complaints using the FINRA BrokerCheck tool to evaluate financial advisors for any disciplinary actions or complaints. Follow our guide on using BrokerCheck to research an advisor. For further information, refer to the guide on choosing the best financial advisor in Pennsylvania.

    Our directory for the state of Pennsylvania features various types of financial advisors, including:

    Investment advisors and portfolio managers: These advisors specialize in managing investment portfolios and offer personalized advice tailored to your financial goals.
    Wealth managers: They provide comprehensive financial services, including investment management and estate planning to help you build and protect your wealth.
    Financial planners: These advisors assist with financial areas such as budgeting, saving, and goal planning. They help create a holistic financial plan to guide your financial decisions.
    Retirement planners: These advisors provide guidance on retirement savings, income streams, and investment strategies to help individuals achieve a secure retirement.
    Robo-advisors: Utilizing technology-driven platforms, these advisors offer automated investment solutions. They leverage algorithms and algorithms to manage and optimize your investment portfolio.

    And more. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

    Financial advisors and financial coaches in Pennslyvania differ in the services that they offer. Financial advisors offer financial services, including investment management, retirement planning, wealth management, etc., while financial coaches prioritize a client's mindset and behavior related to money. Instead of providing financial advice or services, coaches help clients develop healthier financial habits and try to transform the client's relationship with money for overall well-being.

    Before hiring a financial advisor in Pennsylvania, it's important to ask the right questions to ensure that they are a good fit for your needs and goals. Some questions to consider asking include:

    1. What are your qualifications and credentials?

    2. How do you charge for your services?

    3. What types of clients do you typically work with?

    4. Can you provide references or testimonials from current or past clients?

    5. How will you communicate with me and how often?

    6. What is your approach to risk management?

    To further narrow down your list of potential advisors best suited to your financial needs, consider using these eight additional questions to ask financial advisors.