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Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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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
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
162
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, Education Funding and Planning, 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 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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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?
