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Personalized advice for portfolio size
of 100K & above
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
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
165
non-vetted advisors in your local area. These financial advisors in
Pittsburgh,
Pennsylvania
have an average of
23
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Sterling Heights Financial Group
STERLING HEIGHTS FINANCIAL GROUP 104 Rodgers Dr, Lower Burrell, PA 15068 |
23 Years | Not Specified | $10,000,000 | Fee-Based |
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,
PA
15068
Phone Number
412-965-2606
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 13 | 12150 | $4,225,602,663 | A percentage of AUM
|
|
| 3 | 16 | $1,521,197,255 | A percentage of AUM, Fixed fees
|
|
| 12 | 1271 | $1,004,867,214 | A percentage of AUM, Fixed fees
|
|
| 3 | 10 | $965,748,748 | Other (BASED ON ASSET SIZE OF THE FINANCIAL INSTITUTION)
|
|
| 9 | 66 | $917,897,725 | A percentage of AUM, Fixed fees
|
|
| 11 | 724 | $510,452,688 | A percentage of AUM, Other (PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME)
|
|
| 2 | 372 | $273,647,801 | A percentage of AUM, Performance Based
|
|
| 9 | 1477 | $232,653,339 | A percentage of AUM, Fixed fees
|
|
| 2 | 103 | $219,000,000 | A percentage of AUM, Fixed fees
|
|
| 3 | 479 | $212,170,993 | A percentage of AUM
|
|
| 4 | 477 | $177,250,867 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 910 | $144,794,956 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 0 | 2 | $144,035,627 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 2 | 332 | $107,694,492 | A percentage of AUM, Other (CASH SWEEP INTEREST)
|
|
| 9 | 2 | $50 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 381 Mansfield Ave, Suite 400, Pittsburgh, PA 15220 | 412-552-8031 | |
| 1570 Omega Dr, Pittsburgh, PA 15205 | 412-922-7700 | |
| 201 Penn Center Blvd., Suite #400, Pittsburgh, PA 15235 | 412-816-2225 | |
| 1 Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-392-8311 | |
| 1 Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-392-5843 | |
| 1 Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-803-2170 | |
| 1570 Omega Dr, Pittsburgh, PA 15205 | 412-922-7700 | |
| 1570 Omega Dr, Pittsburgh, PA 15205 | 412-922-7700 | |
| One Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-803-2134 | |
| 1 Ppg Place, Ste 1300, Pittsburgh, PA 15222 | 412-392-1713 |
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.
