Expertise.com

2024

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Best Financial Advisors in Pittsburgh, PA

Our Recommended Top 20

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.

91Reviewed

62Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Pittsburgh, PA

Expertise.com Rating

Review Sources

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
  • Insurance
  • corporate retirement
  • Individual Investors
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

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.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

61 McMurray Road, Suite 204, Pittsburgh, PA 15241

Expertise.com Rating

Review Sources

Google
5.0 (5)

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.

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

375 Southpointe Boulevard, Canonsburg, PA 15317

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Justabout Wealth Management is a Canonsburg-based financial advisory firm serving Pittsburgh and its neighboring areas. The company's financial advisors offer investment management, insurance planning, and personalized financial planning services to a diverse clientele that includes young and mid-career professionals, high net worth individuals and families, and people who are about to retire. It educates clients on the different retirement plan options that are available to them, which may include 401(k)s, 403(b)s, and Simplified Employee Pension plans.

Bridgeville, PA 15017

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Review Sources

Google
5.0 (1)

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.

1700 Ashwood Drive Suite 1701, Canonsburg, PA 15317
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)

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.

Zelienople, PA 16063

Expertise.com Rating

Review Sources

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.

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)

5700 Corporate Drive, Pittsburgh, PA 15237

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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

6 PPG Pl, Pittsburgh, PA 15222

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Review Sources

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)

1150 Thorn Run Road, Moon Township, PA 15108

Expertise.com Rating

Review Sources

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)

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
  • Certified Financial Planner (CFP)
  • Retirement Planning

39th Street, Pittsburgh, PA

Expertise.com Rating

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

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

610 Smithfield Street, Pittsburgh, PA 15222

Expertise.com Rating

Review Sources

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

135 Technology Drive, Canonsburg, PA 15317

Expertise.com Rating

Review Sources

Google
5.0 (3)
Facebook
5.0 (2)

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)
  • Retirement Planning
  • Tax Planning

1 Bigelow Square, Pittsburgh, PA 15219

Expertise.com Rating

Review Sources

Google
4.6 (18)

Why choose this provider?

Aptus Wealth Planning is a financial advisory firm that serves in the Pittsburgh metro. Its advisors help individuals and businesses in assessing their current cash flow and in creating a plan to pursue their long-term personal goals. Its services include tax planning, legacy planning, retirement planning, and portfolio management. In addition, the company offers life, disability, long-term care, and other risk management solutions. The team of Aptus Wealth Planning has over 40 years of collective experience.

  • Certified Financial Planner (CFP)

1301 Grandview Avenue, Pittsburgh, PA 15211

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Signature Financial Planning is an independent financial advising company based in Pittsburgh that has been serving the city and surrounding metros since 1991. It primarily focuses on providing financial planning and investment management services. The company's team of financial advisors, portfolio managers, and client service associates work to help clients grow and protect their wealth. CEO Scott Tobe took over the company's management in 2002 from his father, Stephen Tobe, who also founded the firm. Scott has been named Pittsburgh Magazine's 40 Under 40.

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

6425 Living Place, Pittsburgh, PA 15206

Expertise.com Rating

Why choose this provider?

Franklin Madison Advisors is a fiduciary financial planning and investment management firm serving Pittsburgh. It helps tech professionals and business owners get their finances in order so they can live their legacy. The team fulfills the objective through the FI Mastery Journey, which offers an actionable strategy and enables durable, lifelong changes in how people manage their money. Franklin Madison Advisors has offices in Pittsburgh and Cranberry Township. Its chief financial strategist, Peter Donisanu, has over 20 years of industry experience.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
YTS Wealth Management
Call for quote
SmartAdvisor by SmartAsset
Free Consultation
Wright Associates
61 McMurray Road, Suite 204, Pittsburgh, PA 15241
Justabout Wealth Management
375 Southpointe Boulevard, Canonsburg, PA 15317
Waldron Private Wealth
Stein Wealth Advisors, LLC
1700 Ashwood Drive Suite 1701, Canonsburg, PA 15317
D.B. Root & Company
Secure Money Advisors
Kapusta Financial Group
110 Fort Couch Road, Pittsburgh, PA 15241
Legend Financial Advisors, Inc.
5700 Corporate Drive, Pittsburgh, PA 15237
JFS Wealth Advisors
6 PPG Pl, Pittsburgh, PA 15222
Canella Financial Group
1150 Thorn Run Road, Moon Township, PA 15108
Bill Few Associates Wealth Management
740 Washington Road, Pittsburgh, PA 15228
Staley Capital
39th Street, Pittsburgh, PA
Cookson Peirce
530 William Penn Place, Pittsburgh, PA 15219
Fragasso Financial Advisors
610 Smithfield Street, Pittsburgh, PA 15222
Networth
135 Technology Drive, Canonsburg, PA 15317
Aptus Wealth Planning
1 Bigelow Square, Pittsburgh, PA 15219
Signature Financial Planning
1301 Grandview Avenue, Pittsburgh, PA 15211
Franklin Madison Advisors
6425 Living Place, Pittsburgh, PA 15206

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • 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.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.