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Best Financial Advisors in Pittsburgh

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Allegheny Financial Group logo

Allegheny Financial Group

Pittsburgh, PA 15237
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  • Retirement Planning
  • Tax Planning

Allegheny Financial Group is a financial planning and investment management firm with headquarters in Pittsburgh. Their financial planning services help individuals and families with risk management, retirement planning, education funding, tax planning, and estate planning by using a streamlined process. The investment management services include customized asset allocation strategies based on a client's unique circumstances, portfolio implementation, original investment research, and ongoing asset management. The majority of the firm's advisers have a Certified Financial Planner designation. They approach financial planning holistically, believing that all of a person's long-term goals can be simplified into one comprehensive plan.

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Aptus Wealth Planning logo

Aptus Wealth Planning

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

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.

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Bill Few Associates Wealth Management logo

Bill Few Associates Wealth Management

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

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.

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Canella Financial Group logo

Canella Financial Group

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

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.

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Captrust logo

Captrust

301 Grant Street, Pittsburgh, PA 15219
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  • Estate Planning
  • Retirement Planning

PWA Wealth Management is an independent retirement plan and investment advisory firm serving Pittsburgh. Established in 1986, The firm provides services to high-net-worth individuals, business owners, and families. It offers retirement plan advisory, investment advisory, and non-qualified advisory services as well as discretionary investment management and financial and estate planning. Its other services include provider search and selection and fiduciary process management services. The firm is one of the largest independent retirement plan and investment advisory firms in the country.

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CIM Investment Management logo

CIM Investment Management

Pittsburgh, PA 15222
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CIM Investment Management designs independent investment portfolios to suit each client's unique needs. The firm's headquarters are in Pittsburgh. CIM Investment offers consulting and management services for foundations, state governments, religious organizations, corporations, county retirement funds, insurance funds, and certain pension plans. Clients have access to balanced, fixed income, and equity accounts. Balanced accounts involve conservative and diversified portfolios that grow slowly over time. Fixed income accounts involve assets that generate fairly standard income without a high-risk level. Equity accounts involve higher risk products, but also higher potential rewards. The firm conducts consistent analysis to keep portfolios current.

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Cookson Peirce logo

Cookson Peirce

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

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.

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D.B. Root & Company logo

D.B. Root & Company

Pittsburgh, PA 15219
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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.

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Emerick Financial Planning logo

Emerick Financial Planning

1580 McLaughlin Run Road, Upper Saint Clair, PA 15241
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  • Estate Planning
  • Certified Financial Planner (CFP)

Emerick Financial Planning offers wealth management solutions to individuals, families, professionals, executives, business owners, and retirees in Pittsburgh. Its financial planning services involve an initial in-depth review of the client's current financial situation and the creation of a tailored framework. Its team adjusts the plan when the customer's circumstances or economic conditions change. Moreover, the company provides investment advice and hourly counsel services. Emerick Financial Planning's owner, Carl Emerick, has over 30 years of experience in the financial services field.

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Fort Pitt Capital Group logo

Fort Pitt Capital Group

680 Andersen Drive, Pittsburgh, PA 15220
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  • Certified Financial Planner (CFP)

For more than 25 years, Fort Pitt Capital Group has been serving individuals, businesses, and institutions in Pittsburgh and the surrounding areas. The firm's services include wealth management, financial advisory, and portfolio management for individuals, as well as investment consulting and exit planning for business owners. Additionally, Fort Pitt Capital Group offers outsourced Chief Investment Officer (OCIO) services, allowing nonprofits to focus on their work and not on the financial and investment aspects of their mission.

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Fragasso Financial Advisors logo

Fragasso Financial Advisors

610 Smithfield Street, Pittsburgh, PA 15222
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  • Retirement Planning

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. 

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Franklin Madison Advisors logo

Franklin Madison Advisors

6425 Living Place, Pittsburgh, PA 15206
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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.

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Guyasuta logo

Guyasuta

Pittsburgh, PA 15238
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Guyasuta Investment Advisors has been in business for more than three-and-a-half decades, and the team of advisors has over three centuries of combined experience. The Pittsburgh firm's sole focus is on investment management. It works with its clients' other advisors to create long-term financial solutions that transfer safely from generation to generation. In addition to serving individuals and their families, the firm helps private and public institutions with their asset management needs. Each customized portfolio uses fixed income securities and individual equity to minimize tax exposure, reduce risk, and reduce overall expenses.

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JFS Wealth Advisors logo

JFS Wealth Advisors

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

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.

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Justabout Wealth Management logo

Justabout Wealth Management

375 Southpointe Boulevard, Canonsburg, PA 15317
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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.

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Kapusta Financial Group logo

Kapusta Financial Group

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

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.

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Legend Financial Advisors, Inc. logo

Legend Financial Advisors, Inc.

5700 Corporate Drive, Pittsburgh, PA 15237
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  • Retirement Planning

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. 

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Mariner Wealth Advisors logo

Mariner Wealth Advisors

1910 Cochran Road, Pittsburgh, PA 15216
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Mariner Wealth Advisors provides financial guidance to personal and commercial clients in Pittsburgh. Beyond investment management, it also covers estate planning, trust services, insurance solutions, and tax planning. It has business consultation services that include investment banking, valuation, and forensics. Founded in 2006, Mariner Wealth Advisors was among the top five Registered Independent Advisory Firms by Barron’s from 2016 to 2020. The firm gives back through its Mariner Foundation and has volunteer employees for groups such as Make-A-Wish and Big Brothers Big Sisters.

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Networth logo

Networth

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

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.

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Oakmont Investment Advisors logo

Oakmont Investment Advisors

Pittsburgh, PA 15232
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Oakmont Investment Advisors is an investment and wealth management firm that serves pension plans and individuals in the Pittsburgh area. The company's main investment strategies include fundamental analysis, risk analysis, technical analysis, and macro analysis. Company president Ronald E. Heakens has been part of the investment services industry since 1981. He acts as the main portfolio manager for the company. The firm was founded in 2000. Each client receives a personalized portfolio based on their particular life situation, risk tolerance, and overall objectives.

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Pittsburgh Wealth Management Group logo

Pittsburgh Wealth Management Group

Pittsburgh, PA 15220
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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.

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Quattro Advisors logo

Quattro Advisors

3495 Butler Street, Pittsburgh, PA 15201
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  • Retirement Planning
  • Business Formation

Quattro Advisors offers financial planning services in Pittsburgh. Its team manages financial plans to help business owners, physicians, senior executives, and entrepreneurs resolve their financial issues and pursue their short- and long-term goals. The team also offers consultation services regarding investments, college savings, budgeting, insurance debt management, and retirement planning. Quattro Advisors was founded in 2007 by Luigi DiIanni, an attorney who has more than 15 years of financial planning experience.

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RetireRight Pittsburgh logo

RetireRight Pittsburgh

Hidden Valley Drive, West View, PA 15237
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  • Certified Financial Planner (CFP)
  • Retirement Planning

RetireRight Pittsburgh is a private wealth management firm founded in 2005. It helps individuals plan for their financial futures by connecting them to diverse resources and guiding them through financial planning processes. It also offers wealth management services, including budgeting, retirement planning, investment management, legacy and estate planning, insurance consulting, and long-term care planning. The team is composed of financial and investment professionals who hold various designations, such as CFP, CPFA, RICP, AIF, AIFA, and PPC.

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Santori & Peters, Inc. logo

Santori & Peters, Inc.

3824 Northern Pike, Monroeville, PA 15146
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  • Certified Financial Planner (CFP)

Santori & Peters, Inc. is a wealth management advisory firm that serves Pittsburgh and the surrounding areas. The firm provides assistance to individuals who are looking to grow, preserve, and transfer their wealth. It also helps business partners and owners in creating, managing, and optimizing a 401k plan which enables them to maximize retirement planning. Norman J. Santori, the firm's founder, has been in the industry for more than 46 years and holds CFP, CFC, and AIF designations.

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Secure Money Advisors logo

Secure Money Advisors

Zelienople, PA 16063
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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.

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Signature Financial Planning logo

Signature Financial Planning

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

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.

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Staley Capital logo

Staley Capital

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

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.

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Stein Wealth Advisors logo

Stein Wealth Advisors

1700 Ashwood Drive, Canonsburg, PA 15317
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  • Certified Financial Planner (CFP)

Stein Wealth Advisors is an independent firm serving clients throughout Pittsburgh. The team offers various financial management services, such as retirement planning, tax planning, insurance planning, education planning, and estate planning. It provides recommendations for investments within employer retirement plans, including 401(k), 403(b), and pension. It helps clients review their investment performance and keep them informed of their progress toward their financial goals. Josh R. Stein and Melissa J. Stein, who both hold CFP and CRPC designations, founded the firm in 2008.

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Waldron Private Wealth logo

Waldron Private Wealth

Bridgeville, PA 15017
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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.

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Wealth Management Partners, LLC logo

Wealth Management Partners, LLC

790 Holiday Drive, Pittsburgh, PA 15220
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  • Certified Financial Planner (CFP)

Wealth Management Partners, LLC is a financial advisory firm in Pittsburgh. Since its formation in 2001, the firm has been developing plans for each client that focuses on several aspects, including the accumulation of wealth, retirement, business, and estate planning, risk management, and taxation. In addition, clients who are serving on the board of non-profit organizations can receive training and education on fiduciary responsibility. The company was founded by Michael J. Ward, who holds CFC and AIFA designations.

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Wright Associates logo

Wright Associates

61 McMurray Road, Suite 204, Pittsburgh, PA 15241
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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.

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XPYRIA Investment Advisors, Inc. logo

XPYRIA Investment Advisors, Inc.

Pittsburgh, PA 15222
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XPYRIA Investment Advisors is an independent, Pittsburgh-based Registered Investment Advisory firm. It can function as an outsourced chief investment officer for businesses, allowing for asset allocation, investment management, and additional fiduciary oversight. Private wealth management services combine investment management, financial planning, and sound guidance. Retirement plan services cover comprehensive retirement plan solutions with an open architecture investment platform. Additional services are offered to help people control their financial future. The advisors can help with divorce settlement structuring and planning, along with wealth transition services for families.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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