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Best Financial Advisors in Pittsburgh, PA

Our Recommended Top 19

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Pittsburgh financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

90Reviewed

61Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Best Financial Advisors Serving Pittsburgh
Pittsburgh, PA

Expertise.com Rating

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Facebook
5.0 (8)
Google
5.0 (3)

Why choose this provider?

YTS Wealth Management is a financial advisory firm serving Pittsburgh and the neighboring areas. It provides personal and proactive financial services to individuals seeking to plan their futures and manage risks. Its wealth managers assist clients in planning their retirement, cash flows, and investments. They also establish a close relationship with clients by sharing financial insights and helping them set their savings goals. Nicholas Subich, the firm's president and CEO, started the company in 2019 with $85 million in assets under management.

  • Accounting
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Best Financial Advisors Serving Pittsburgh
Pittsburgh, PA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Best Financial Advisors Serving Pittsburgh
1700 Ashwood Drive Suite 1701, Canonsburg, PA 15317
Visit WebsiteLicense: 4999174

Expertise.com Rating

Why choose this provider?

Stein Wealth Advisors, LLC has been serving Pittsburgh and nearby areas since 2008. Stein Wealth Advisors, LLC financial advisors help people meet their financial goals concerning their children's education, taxes, insurance, investments, and retirement. They also review existing estate plans and create new ones. In addition, they conduct regular review sessions to keep clients informed about their financial strategies and monitor their progress toward their goals. The firm's founders and wealth advisors, Melissa and Joshua Stein, both hold CFP and CRPC designations.

  • Certified Financial Planner (CFP)

Best Financial Advisors Serving Pittsburgh
740 Washington Road, Pittsburgh, PA 15228

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Bill Few Associates Wealth Management is an investment consulting and financial guidance firm with two offices in Pittsburgh. It helps clients achieve their financial goals through a number of services, including investment management and retirement and estate planning. Bill Few founded the firm in 1987, focusing on long-term financial planning for his clients. Additionally, the firm's financial managers are supported by a team of experienced portfolio managers and market analysts to ensure that each client's investment is protected and growing continuously.

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Best Financial Advisors Serving Pittsburgh
6 PPG Pl, Pittsburgh, PA 15222

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Yelp
5.0 (22)

Why choose this provider?

Founded in 1986, JFS Wealth Advisors is a full-service firm providing integrated investment strategies and financial solutions to individuals, businesses, and families in Pittsburgh. Its services include tax planning, estate planning, financial consulting, investment management, charitable gifting strategies, and insurance review. Its staff assists institutional clients in optimizing defined contribution plans, defined benefit plans, and non-qualified deferred compensation plans. In addition, the company supervises over $3 billion in assets, serving customers in over 40 states.

  • Certified Financial Planner (CFP)

Best Financial Advisors Serving Pittsburgh
1150 Thorn Run Road, Moon Township, PA 15108

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Yelp
3.0 (2)

Why choose this provider?

The Canella Financial Group is a financial advisory company that has been serving Pittsburgh and the surrounding community for more than 21 years. It provides individuals and business owners with a broad range of financial solutions, including investment management, retirement income planning, IRA independent retirement analysis, and company retirement and benefits planning. Founder Sarvey G. Canella is a certified financial planner (CFP) and has over 25 years of experience in the industry.

  • Certified Financial Planner (CFP)

Best Financial Advisors Serving Pittsburgh
Zelienople, PA 16063

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Facebook
5.0 (1)
Yelp
5.0 (1)

Why choose this provider?

Secure Money Advisors in Zelienople serves clients who not only want financial growth but financial security as well. The firm helps people plan for retirement by matching them with low-risk investments, life insurance, and wealth management services that they are comfortable with. The firm assists clients who may need guidance when navigating processes like planning for retirement IRA legacy planning.

Best Financial Advisors Serving Pittsburgh
Bridgeville, PA 15017

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Google
5.0 (2)

Why choose this provider?

Waldron Private Wealth in Bridgeville offers a range of services from business owner advisory services to investment management. Other services the firm offers include income tax planning, insurance and asset protection strategies, family wealth and next generation wealth planning, and lifestyle services like automotive and aviation acquisition assistance and ranch expense reporting. Forbes Magazine recognized Waldron Private Wealth as one of the top 25 financial advisors in the country.

Best Financial Advisors Serving Pittsburgh
135 Technology Drive, Canonsburg, PA 15317

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Google
5.0 (3)

Why choose this provider?

Networth is a financial advisory firm with offices in Pittsburgh, Canonsburg, and Sewickley. It focuses on helping clients plan out their retirement income and estate preservation and undergo a step-by-step process that allows them to reach their financial goals realistically. The firm's professionals also provide other services, including insurance and investments planning, tax planning, wealth management, and asset protection. Founder Beth Andrews is a CPA, CFP, and CfHC. She has been in the industry for more than 20 years.

  • Certified Financial Planner (CFP)
  • Tax Planning
  • Retirement Planning

Best Financial Advisors Serving Pittsburgh
409 Broad Street Suite 130, Sewickley, PA 15143
Visit WebsiteLicense: 4280128

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Bridges Private Wealth works with individuals and businesses in Pittsburgh and nearby areas. It helps clients achieve their investment goals through its financial planning solutions. The firm assesses entities' financial situations and identifies their objectives to develop personalized cash-flow-based plans. It also performs Social Security analysis, risk management planning, and business valuation. Additionally, the team offers investment management and estate planning. Thomas Brown, the president, is an Asset Management Specialist and a Chartered Retirement Planning Counselor.

  • Certified Financial Planner (CFP)

Best Financial Advisors Serving Pittsburgh
375 Southpointe Boulevard, Canonsburg, PA 15317

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Google
5.0 (6)

Why choose this provider?

Justabout Wealth Management is a financial advisory firm serving Pittsburgh. Its advisors assist in improving the various areas of finances, from budgeting styles and insurance policies to taxes and estate plans, to guide clients toward their goals of planning for retirement, saving for their children's education, or buying a second house. On the investment side, they diversify portfolios that may include stocks and/or bonds, ETFs, and mutual funds. Founder David W. Hoffmann is a Certified Financial Planner, an Accredited Investment Fiduciary, and a Certified Plan Fiduciary Advisor.

Best Financial Advisors Serving Pittsburgh
39th Street, Pittsburgh, PA

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Why choose this provider?

Staley Capital provides a wide range of investment options for clients in Pittsburgh. The wealth management firm offers market analysis that comprises investment styles, asset classes, industry sectors, and common stocks to corporations. Non-profit organizations, families, family partnerships, private foundations, and trusts are also considered in its analyses for clients. Founder and president, John A. Staley, IV, currently serves on the boards of various privately held firms, as well as the Children's Hospital of Pittsburgh and Duquesne University as a Trustee Emeritus.

  • Certified Financial Planner (CFP)
  • Tax Preparation

Best Financial Advisors Serving Pittsburgh
530 William Penn Place, Pittsburgh, PA 15219

Expertise.com Rating

Why choose this provider?

Cookson Peirce has helped clients secure their financial future since 1984. Headquartered in Pittsburgh, the firm offers customized comprehensive wealth management plans for affluent families. It utilizes a mathematical management model and system in its investment strategy. Its financial advisors assist clients in investment and financial planning, risk management, budgeting, and estate planning. Cookson Peirce's CEO, Daniel Henderson, has been in the financial advisory industry for 30 years. Henderson is also a Chartered Financial Consultant.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Best Financial Advisors Serving Pittsburgh
Pittsburgh, PA 15219

Expertise.com Rating

Why choose this provider?

D.B. Root & Company is a financial advisory firm that serves qualified retirement plans and high net worth investors in Pittsburgh and Toledo. The firm takes a holistic approach to wealth management. Estate planning services include wills, trusts, beneficiary coordination, legacy planning, and tax strategies. The retirement planning strategies include goals and objectives identification, cash flow projections, Social Security planning, employee benefit analysis, and strategies for the self-employed. The risk management services include insurance options to protect clients in case of an unexpected event. Charitable planning and education funding services are also available, as are income tax planning services.

Best Financial Advisors Serving Pittsburgh
610 Smithfield Street, Pittsburgh, PA 15222

Expertise.com Rating

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Facebook
5.0 (2)

Why choose this provider?

Fragasso Financial Advisors is a wealth and financial advisory firm that serves clients in Pittsburgh and the surrounding areas. It provides a wide range of wealth management and financial advisory services, including financial planning, investment management, business succession planning, and income tax reduction. The firm was founded in 1972 with the intention of serving as a neutral third party for individuals seeking a diverse range of investment opportunities and financial planning solutions. Fragasso Financial Advisors also provides stock option management and educational funding services. 

  • Retirement Planning

Best Financial Advisors Serving Pittsburgh
110 Fort Couch Road, Pittsburgh, PA 15241

Expertise.com Rating

Why choose this provider?

Kapusta Financial Group is a Pittsburgh financial advisory firm that offers financial planning, retirement planning, and wealth management services to individuals and business owners. Founder George M. Kapusta has been in the financial services industry for more than 35 years. He is a Certified Financial Planner and Investment Adviser Representative. George is also a US Army veteran and began his practice in financial planning, helping government civilians, school teachers, and administrators manage and grow their finances.

  • Certified Financial Planner (CFP)

Best Financial Advisors Serving Pittsburgh
5700 Corporate Drive, Pittsburgh, PA 15237

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

Established in 1993, Legend Financial Advisors, Inc. is a wealth management and financial services company that serves clients in Pittsburgh and the surrounding areas. It offers a complete lineup of wealth advisory and financial services, including financial planning, investment management, IRA rollover, and 401K management. The firm's financial advisors work with clients to determine their expenses and risk tolerance to create a financial plan that meets their needs. Legend Financial Advisors is a member of the U.S.  Securities and Exchange Commission. 

  • Retirement Planning

Best Financial Advisors Serving Pittsburgh
61 McMurray Road, Suite 204, Pittsburgh, PA 15241

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

Wright Associates is a fiduciary wealth management firm in Pittsburgh. It specializes in helping individuals and families plan for their financial freedom to live the retirement they desire the most. It has designed an annual planning process for clients who want to keep track of their finances and achieve their goals. Its clientele also includes business owners and retirees seeking to manage their investments, taxes, and retirement funds. Kathleen S. Wright, the firm's co-founder, has been a CFA since 1994.

  • Retirement and Estate Planning
  • Certified Financial Planner (CFP)
  • Wealth Management

Best Financial Advisors Serving Pittsburgh
6425 Living Place, Pittsburgh, PA 15206

Expertise.com Rating

Why choose this provider?

Peter Donisanu is a seasoned financial expert with over 20 years of experience helping clients in Pittsburgh and across Pennsylvania achieve financial independence and success. As the chief investment officer and private wealth manager at Franklin Madison Private Wealth, he offers tailored, actionable strategies that transform how tech professionals and business owners manage their wealth. His fiduciary approach ensures clients' interests always come first, providing them with peace of mind and a clear path toward establishing their legacy. With credentials that include an MBA in Finance, Series 7 and 65 licenses, and a certified financial planner education, Donisanu is a trusted leader in the industry. His expertise has been featured in Bloomberg, Yahoo Finance, PBS Newshour, and the Financial Times.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
YTS Wealth Management
Pittsburgh, PACall for quote
SmartAdvisor by SmartAsset
Pittsburgh, PAFree Consultation
Stein Wealth Advisors, LLC
1700 Ashwood Drive Suite 1701, Canonsburg, PA 15317
Bill Few Associates Wealth Management
740 Washington Road, Pittsburgh, PA 15228
JFS Wealth Advisors
6 PPG Pl, Pittsburgh, PA 15222
Canella Financial Group
1150 Thorn Run Road, Moon Township, PA 15108
Secure Money Advisors
Zelienople, PA 16063
Waldron Private Wealth
Bridgeville, PA 15017
Networth
135 Technology Drive, Canonsburg, PA 15317
Bridges Private Wealth
409 Broad Street Suite 130, Sewickley, PA 15143
Justabout Wealth Management
375 Southpointe Boulevard, Canonsburg, PA 15317
Staley Capital
39th Street, Pittsburgh, PA
Cookson Peirce
530 William Penn Place, Pittsburgh, PA 15219
D.B. Root & Company
Pittsburgh, PA 15219
Fragasso Financial Advisors
610 Smithfield Street, Pittsburgh, PA 15222
Kapusta Financial Group
110 Fort Couch Road, Pittsburgh, PA 15241
Legend Financial Advisors, Inc.
5700 Corporate Drive, Pittsburgh, PA 15237
Wright Associates
61 McMurray Road, Suite 204, Pittsburgh, PA 15241
Franklin Madison Advisors
6425 Living Place, Pittsburgh, PA 15206

Pittsburgh, PA Financial Advisors FAQs

  • How do Pittsburgh clients benefit from working with financial advisors?

    Pittsburgh clients benefit from the services of financial advisors who possess extensive industry knowledge, including the latest market developments. These seasoned professionals possess a set of strategic tools that enable them to skillfully navigate the market, providing tailored financial advice to clients rooted in their expertise in money management.

  • What variables should be considered to determine whether a financial advisor’s services are worth the cost for Pittsburgh residents?

    When assessing the value of financial advisor services, Pittsburgh residents should weigh multiple factors, including the average cost, fee structures, and the expertise of the advisors themselves. It is crucial for clients to consider the extent of market research conducted by these financial professionals and the cutting-edge planning tools at their disposal. Such considerations enable clients to effectively address their financial needs.

  • What types of wealth management services are accessible to both residents and businesses in Pittsburgh?

    As part of the planning process, financial advisors in Pittsburgh provide a range of comprehensive in-house wealth management services to cater to the needs of individuals. These services include investment management, estate planning, trust services, tax planning, and preparation, as well as personalized insurance solutions. For businesses, financial advisors extend their expertise in retirement planning, tax planning and preparation, and institutional cash management, effectively addressing the unique financial requirements of organizations.

  • What benefits do Pittsburgh clients enjoy when hiring the services of fee-only financial advisors?

    Fee-only financial advisors In Pittsburgh operate with a fiduciary duty, ensuring that they prioritize their client's best interests. These professionals are free from any inherent conflicts of interest and do not receive compensation or fees linked to product sales. On the other hand, fee-based advisors have the flexibility to charge both fees and commissions based on the products they recommend and sell.

  • How does one go about becoming a client of a financial advisor in Pittsburgh?

    Pittsburgh financial advisors begin their client onboarding process by conducting an initial consultation to establish rapport with clients and gain a comprehensive understanding of their specific situations and needs. Following this, a discovery meeting takes place to carefully document clients' concerns, preferences, and goals. The subsequent phase involves executing the plan, which includes making necessary adjustments to clients' financial plans and investments.