Laurels
Best Financial
Advisors in
Pittsburgh
2017

Why These Financial Advisors?

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

ReviewedCuratedTop Picks916220

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Bill Few Associates Wealth Management

Bill Few Associates Wealth Management in Pittsburgh opened in 1987 and offers a range of financial planning and investment management strategies and services such as retirement planning, estate planning, education planning, and insurance planning. Bill Few Associates takes on a limited number of clients to ensure each client receives the amount of attention that his or her account requires.

Pittsburgh, PA(412) 630-6000

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Canella Financial Group

Canella Financial Group has been serving residents of Moon Township and surrounding communities for more than 15 years. As an independent firm, Canella Financial Group works to protect its clients’ interests by offering unbiased financial advice and access to just about any product on the market. Canella Financial Group can help clients with financial and retirement planning and investment management.

Moon Township, PA(412) 262-1040

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D.B. Root & Company

D.B. Root & Company is a fiduciary in Pittsburgh that operates on a fee-only basis. The firm utilizes its very own invention, the credentialed 20/20 Plan, to organize each client’s finances and assists them with estate planning, insurance planning, tax services, and retirement planning. Clients have online access to financial reports about the latest developments regarding their finances.

Pittsburgh, PA(412) 227-2800

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DS Financial Advisors

DS Financial Advisors, Inc., doing business as DS Wealth Advisors, Inc., is a firm in Pittsburgh that offers financial planning services for individuals and small businesses. DS Financial Advisors, Inc. assists clients with college financial planning, life insurance, estate planning, and elder care financial planning. The firm can help small businesses with bookkeeping, financial statements, and payroll services. The business also manages clients’ investments on a fee-only basis.

Pittsburgh, PA(412) 366-0900

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Fort Pitt Capital Group

Fort Pitt Capital Group is a financial advisory firm in Pittsburgh that serves individuals, businesses, and institutions. Services the firm offers include investment management, estate planning, and assistance with IRAs and 401k Rollovers. Fort Pitt Capital Group operates on a fee-only basis. Though the business opened in 1995, its founding partners have been working together since 1991.

Pittsburgh, PA(412) 921-1822

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Fragasso Financial Advisors

Fragasso Financial Advisors is a Pittsburgh business that focuses on wealth management, retirement planning, and portfolio management for individuals, small businesses, and nonprofit organizations. Fragasso Financial Advisors guides clients through periods of growth and helps them plan for their futures with an emphasis on long-term goals.

Pittsburgh, PA(412) 227-3200

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Guyasuta

Guyasuta is a financial advisory firm in Pittsburgh with over three decades of experience in the industry. The firm’s advisors take the time to learn everything there is to know about their clients’ short- and long-term financial goals. The financial advisors at Guyasuta put the same exact amount of effort and care into investing their clients’ hard-earned money as they would their own.

Pittsburgh, PA(412) 447-4560

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Kapusta Financial Group

Kapusta Financial Group in Pittsburgh offers financial planning, retirement planning, and wealth management services. The firm offers objective financial advice and customized solutions for each client’s short-term and long-term goals. Kapusta Financial Group has been recognized by Five Star Professional as one of the country's top wealth manager multiple years in a row. Other services include education planning, investment management, tax planning, and more.

Pittsburgh, PA(412) 851-1400

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Legend Financial Advisors, Inc.

Legend Financial Advisors, Inc. serves individuals, families, businesses, and medical professionals by assisting them with wealth management and retirement planning. The firm has a plan specifically designed to help wealthy professionals within the technology industry. Legend Financial Advisors is a fiduciary, which allows its advisors more freedom to explore a wider range of financial products as opposed to those available from a brokerage firm.

Pittsburgh, PA(412) 635-9210

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MD&A FInancial Management Company

MD&A Financial Management Company in Pittsburgh offers a range of services from education planning to retirement planning. Other services include estate planning, registered investment advisory services, portfolio design, and investment management. MD&A Financial Management Company can help clients manage investments and explore options related to life insurance, annuities, disability insurance, and long-term care insurance. MD&A Financial Management Company has been serving clients in the Pittsburgh area since 1999.

Pittsburgh, PA(412) 571-3174

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Networth Advisors, LLC

Networth Advisors, LLC of Canonsburg focuses on helping people plan out their retirement income and estate preservation by taking the complex aspects of these processes and breaking them down into more something more manageable and easier to understand. The firm offers other products and services such as wealth management, asset protection, life insurance, investments, tax planning, IRA legacy planning, and more. The founder of Networth Advisors, LLC, Beth Andrews, is a certified public accountant and a certified financial planner with nearly 20 years of experience.

Canonsburg, PA(724) 746-3585

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Pittsburgh Wealth Management Group

Pittsburgh Wealth Management Group is a financial advisory firm that focuses on retirement planning, wealth accumulation, protection of assets, and wealth transfers. The firm works to guide clients through the retirement planning process by educating them about their different options and making recommendations based on each client’s individual needs. To attest to the firm’s experience, Pittsburgh Wealth Management Group currently manages more than $100 million in client assets.

Pittsburgh, PA(888) 611-7964

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PWA Wealth Management

PWA Wealth Management in Pittsburgh serves about 500 individuals that range from small business owners to institutional clients. The firm offers wealth management, investment management, and a range of financial planning services. PWA Wealth Management does not have a set number of pre-made financial plans for clients to pick and choose from, but instead, builds each portfolio from the ground up to fit the unique needs of each client.

Pittsburgh, PA(412) 931-2700

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RetireRight Pittsburgh

RetireRight Pittsburgh helps individuals plan for their financial futures by connecting them to a diverse set of resources and then guiding them through some of the more complex financial planning processes. RetireRight offers wealth management services, budgeting, retirement planning, investment management, legacy and estate planning, insurance consulting and long-term care planning.

Pittsburgh, PA(724) 942-1996

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Santori & Peters, LLC

Santori & Peters, Inc. is a wealth management firm in Monroeville that works on a fee-only basis to manage the finances of a limited number of high-net-worth clients. The firm helps with wealth accumulation, wealth protection, and wealth transfer. Santori & Peters, Inc. has been helping clients reach their financial goals for over two decades.

Monroeville, PA(412) 373-6904

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Secure Money Advisors

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.

Zelienople, PA(724) 382-1298

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Signature Financial Planning

Signature Financial Planning is a group of financial advisors that has been serving residents of Pittsburgh and surrounding communities since 1991. Signature Financial Planning deals with investments, retirement planning, estate planning, insurance planning, taxes, charitable gifts, and more. The firm accomplishes these goals by first, identifying each client’s individual needs, and then using a range of resources to guide clients toward their best options.

Pittsburgh, PA(412) 390-2800

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Stein Wealth Advisors, LLC

Stein Wealth Advisors, LLC of McMurray is an independent firm dedicated to helping its clients with tasks such as retirement planning, taxes, insurance, education planning, and estate planning. Though Stein Wealth Advisors, LLC is a brokerage firm, one of the ways the business maintains objectivity is by charging flat fees for investment services. The firm schedules regular meetings with its clients any time they would like to review their progress or re-organize their financial goals.

McMurray, PA(724) 260-0491

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Waldron Private Wealth

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.

Bridgeville, PA(412) 221-1005

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Wealth Management Partners, LLC

Wealth Management Partners, LLC is a Pittsburgh brokerage firm that works to develop long-term relationships with its clients to ensure the best service possible. The independent firm offers financial planning services and strategies that will help clients accumulate wealth, plan their estates, plan for retirement, and more. Wealth Management Partners, LLC has been serving clients in the area for nearly 20 years.

Pittsburgh, PA(412) 539-0015

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