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Best Financial Advisors in Pittsburgh

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2023
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YTS Wealth Management logo
FEATURED
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YTS Wealth Management

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Pittsburgh, PA
  • Accounting
  • Insurance
  • corporate retirement
  • Individual Investors

Business Description

YTS Wealth Management is a financial advisory firm serving Pittsburgh and neighboring areas. It provides personal and proactive financial services to individuals seeking to plan their futures and manage risks. The firm's wealth managers assist clients in planning their retirement, cash flows, and investments. They work to establish a close relationship with clients by sharing financial insights and helping them set their retirement income and savings goals. YTS Wealth Management began operating in 1983. Its owners and partners, Nicholas Subich and Justin Tantlinger, are both Certified Plan Fiduciary Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (8)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Pittsburgh, PA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
3.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Aptus Wealth Planning logo
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Aptus Wealth Planning

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1 Bigelow Square, Pittsburgh, PA 15219
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bill Few Associates Wealth Management logo
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Bill Few Associates Wealth Management

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740 Washington Road, Pittsburgh, PA 15228
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Canella Financial Group logo
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Canella Financial Group

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1150 Thorn Run Road, Moon Township, PA 15108
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Cookson Peirce logo
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Cookson Peirce

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530 William Penn Place, Pittsburgh, PA 15219
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
D.B. Root & Company logo
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D.B. Root & Company

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Pittsburgh, PA 15219

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fragasso Financial Advisors logo
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Fragasso Financial Advisors

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610 Smithfield Street, Pittsburgh, PA 15222
  • Retirement Planning

Business Description

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. 

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Franklin Madison Advisors logo
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Franklin Madison Advisors

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6425 Living Place, Pittsburgh, PA 15206

Business Description

Franklin Madison Advisors serves clients throughout the Pittsburgh metro area. The firm listens closely to each client's objectives, financial situation, and perspective and tailors the required service that supports their needs and personal goals through strategic financial planning and investment management. It offers financial services that cover all phases of life, from family savings to retirement to planning for children's education. It also helps clients manage their liabilities for today and the future. The firm's founder and president, Peter Donisanu, has been in the financial planning and advising industry since 2001.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
JFS Wealth Advisors logo
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JFS Wealth Advisors

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6 PPG Pl, Pittsburgh, PA 15222
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Justabout Wealth Management logo
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Justabout Wealth Management

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375 Southpointe Boulevard, Canonsburg, PA 15317

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Kapusta Financial Group logo
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Kapusta Financial Group

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110 Fort Couch Road, Pittsburgh, PA 15241
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legend Financial Advisors, Inc. logo
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Legend Financial Advisors, Inc.

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5700 Corporate Drive, Pittsburgh, PA 15237
  • Retirement Planning

Business Description

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. 

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Networth logo
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Networth

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135 Technology Drive, Canonsburg, PA 15317
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Secure Money Advisors logo
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Secure Money Advisors

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Zelienople, PA 16063

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Signature Financial Planning logo
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Signature Financial Planning

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1301 Grandview Avenue, Pittsburgh, PA 15211
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Staley Capital logo
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Staley Capital

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39th Street, Pittsburgh, PA
  • Certified Financial Planner (CFP)
  • Tax Preparation

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Waldron Private Wealth logo
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Waldron Private Wealth

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Bridgeville, PA 15017

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Wright Associates logo
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Wright Associates

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61 McMurray Road, Suite 204, Pittsburgh, PA 15241

Business Description

Wright Associates is a fee-only, fiduciary advisory in Pittsburgh, PA, that specializes in helping high earning individuals, families, and retiring professionals define their financial goals and develop dynamic plans to achieve them. We help clients manage cash flow and investments, and minimize taxes to achieve financial independence, plan for education and retirement, and build their family's wealth. Our approach to wealth management is to provide high-touch, fiduciary counsel that evolves with each phase of a client’s financial life.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail