wiseradvisor

Find Top Financial Advisors in Pittsburgh, Pennsylvania

Advisor Match Advisor Match

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 - 11-Aug-2022

Pittsburgh has 3 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 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,
Building 5, Suite 400,
Pittsburgh, PA 15220
12 Not Specified Not Specified Fee-Based
Michael Marion
CFP®
MARION WEALTH MANAGEMENT
2790 Monroeville,
Suite 640,
Monroeville, PA 15146
33 $230,000,000 Not Specified Fee-Based
Rebecca Pawuk
EDELMAN FINANCIAL ENGINES, LLC
1605 Carmody Court,
Building IV, Suite 100,
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,
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.

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.


Qualifications CRD# 2076025
Firm CRD# 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.

About 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,
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
Janney Capital Management Llc
One Ppg Place , Suite 2200,
Pittsburgh, PA 15222
$4,225,602,663 12150 A percentage of AUM
Morrison Fiduciary Advisors, Inc.
1405 Mcfarland Road,
Pittsburgh, PA 15216
$1,521,197,255 16 A percentage of AUM
Fixed fees
Hunter Associates Llc
436 Seventh Avenue , Koppers Building, 27th Floor,
Pittsburgh, PA 15219-1818
$1,004,867,214 1271 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)
Cim Investment Management Inc
1302 Investment Building , 239 4th Avenue,
Pittsburgh, PA 15222
$917,897,725 66 A percentage of AUM
Hourly charges
Fixed fees
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)
Kailasa Capital Management Llc
2000 Smallman Street , Suite 203a,
Pittsburgh, PA 15222
$273,647,801 372 A percentage of AUM
Hourly charges
Performance Based
Ewa, Llc
381 Mansfield Ave , #200a,
Pittsburgh, PA 15220
$232,653,339 1477 A percentage of AUM
Fixed fees
Sundance Advisors
5500 Corporate Drive , Suite 216,
Pittsburgh, PA 15237
$219,000,000 103 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
Fixed fees
Kapusta Financial Group
110 Fort Couch Road , Suite 108,
Pittsburgh, PA 15241
$144,794,956 910 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
Gainvest
429 Fourth Avenue , Suite 300,
Pittsburgh, PA 15219
$107,694,492 332 A percentage of AUM
Other (CASH SWEEP INTEREST)
Aquinas Wealth Advisors
650 Washington Rd , Ste 1000,
Pittsburgh, PA 15228
$50 2 A percentage of AUM
Hourly charges

    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
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Pennsylvania?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Customer Reviews

      Frequently Asked Questions

      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?