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Find Best Financial Advisors in Pittsburgh, Pennsylvania

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Pittsburgh is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Pittsburgh & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Pittsburgh?

Looking for a qualified financial advisor in Pittsburgh? We can help you by narrowing down your options & listing the best financial advisors in Pittsburgh as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Pittsburgh near you with the list of certified and vetted Pittsburgh financial advisors.

List of Qualified Financial Advisors in Pittsburgh, Pennsylvania

advisor-photo

Rebecca Pawuk

Edelman Financial Engines, LLC

651 Holiday Drive
Building 5, Suite 400

Pittsburgh, PA 15220

724-900-2927

advisor-photo

Rebecca Pawuk

Edelman Financial Engines, LLC

1605 Carmody Court
Building IV, Suite 100

Sewickley, PA 15143

724-900-2927

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
JANNEY CAPITAL MANAGEMENT LLC
One Ppg Place, Suite 2200 Pittsburgh, PA 15222
159506 $4,225,602,663 12150 A percentage of AUM
MORRISON FIDUCIARY ADVISORS, INC.
1405 Mcfarland Road, Pittsburgh, PA 15216
127562 $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
30177 $1,004,867,214 1271 A percentage of AUM
Fixed fees
G & R INVESTMENT CONSULTANTS INC
3355 Babcock Blvd, Pittsburgh, PA 15237-2421
107415 $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
106292 $917,897,725 66 A percentage of AUM
Fixed fees
HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT
301 Grant Street, Suite 2550 Pittsburgh, PA 15219
157523 $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
286159 $273,647,801 372 A percentage of AUM
Performance Based
EWA, LLC
381 Mansfield Ave, #200a Pittsburgh, PA 15220
308977 $232,653,339 1477 A percentage of AUM
Fixed fees
SUNDANCE ADVISORS
5500 Corporate Drive, Suite 216 Pittsburgh, PA 15237
139741 $219,000,000 103 A percentage of AUM
Fixed fees
VISTA INVESTMENT MANAGEMENT, LLC
400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235-5610
116068 $212,170,993 479 A percentage of AUM
EXECUTIVE WEALTH COUNSELORS, LLC
244 Boulevard Of The Allies, 1st Floor Pittsburgh, PA 15222
141529 $177,250,867 477 A percentage of AUM
Hourly charges
Fixed fees
KAPUSTA FINANCIAL GROUP
110 Fort Couch Road, Suite 108 Pittsburgh, PA 15241
123349 $144,794,956 910 A percentage of AUM
Hourly charges
Fixed fees
OXFORD REAL ESTATE ADVISORS INC
2545 Railroad Street, Suite 300 Pittsburgh, PA 15222-7605
107209 $144,035,627 2 A percentage of AUM
Fixed fees
Performance Based
GAINVEST
429 Fourth Avenue, Suite 300 Pittsburgh, PA 15219
301090 $107,694,492 332 A percentage of AUM
Other (CASH SWEEP INTEREST)
AQUINAS WEALTH ADVISORS
650 Washington Rd, Ste 1000 Pittsburgh, PA 15228
316221 $50 2 A percentage of AUM

Additional Financial Advisors in 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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