Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Pittsburgh, Pennsylvania, was at the epicenter of the forming of the United States of America by contributing to the Declaration of Independence, the US Constitution as well as the writing of the famous Gettysburg Address. This Keystone State currently has a cost of living that is 1% higher than the national average that makes it considered one of the most livable cities in the US as well. If you are looking for a financial advisor in this city, it may be a little difficult to decide who to hire from amongst the 1720 or more licensed financial advisors practicing in Pittsburgh. WiserAdvisor prescreens advisors based on their years of experience, credentials and standing with FINRA and the SEC and provides you with a list to interview and choose from, thereby saving you time and providing you with some peace of mind. Our mission is to help people like you find an advisor to work with your specific financial needs in mind.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Pittsburgh, Pennsylvania.
Pittsburgh
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Pittsburgh,
Pennsylvania
have an average of
32
years of experience.
NOTE: The list of vetted financial
advisors in
Pittsburgh,
Pennsylvania
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Pittsburgh, Pennsylvania.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 30 Years | Not Specified | $100,000 | Fee-Based | |
| 34 Years | $482,000,000 | Not Specified | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65
Compensation/Fee Fee-Based
Office Location
225 W Station Square Dr,
Pittsburgh,
PA
15219
Phone Number
412-783-1837
At Transparent Financial Solutions, we specialize in empowering families and business owners to thrive financially while focusing on what matters most to you. Our mission is simple: help you pay less taxes, make confident financial decisions, and do more of what you love. Maximizing Tax Saving Opportunities: We understand that every dollar saved in taxes is a dollar you can reinvest in your business, yourself, or your family. Our team of strategic partners are dedicated to identifying strategic tax-saving opportunities. Efficient Time Management: As a busy entrepreneur and leaders, your time is valuable. That's why we streamline the financial aspects of your business and investments, allowing you to focus on growth and innovation. Legal Guidance: Legal considerations are integral to any plan. From entity formation and contract review to estate planning and asset protection, our strategic partners offer sound legal advice to safeguard your interests and ensure compliance with applicable laws and regulations. Comprehensive Protection: Life is unpredictable, but with the right protection strategies in place, you can safeguard your assets and loved ones from unforeseen events. We help you assess your insurance needs and implement tailored solutions to mitigate risks and provide peace of mind. We are on a mission to help as many business owners and families excel in all aspects of life financially, personally, and within their businesses/career, while redefining what success truly is.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
2790 Mosside Blvd,
Suite 640,
Monroeville,
PA
15146
Phone Number
412-372-3849
Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management, and risk management services to individuals and small businesses. Mike holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program from the College of Financial Planning. Mike has held the CFP® designation since passing the CFP® board examination in July 2001. Mike lives in Murrysville, Pennsylvania with his wife Katie, their three children, and the family's Chessie Retriever. Mike's interests include the outdoors, hiking, racquetball, reading, and spending time with his family.
Marion Wealth Management is an independent, fiduciary financial planning and wealth management firm located on the Eastern edge of Monroeville, near the intersections of 376 East, the PA Turnpike, Business Route 22 and Route 48. Our focus is on developing highly effective financial strategies for retirees, affluent families, and small business owners. Our wealth management services include: retirement and income management, portfolio analysis and optimization, asset protection strategies, wealth and estate transfer planning, executive financial services, and business retirement services, including pension and 401(k) plan management. Our firm's goal is to allow clients to enjoy the personalized service and attention offered by a private wealth management firm, while at the same time enjoying the value of independent advice that puts clients first. We believe what sets us apart is that our focus is you. Our private wealth and investment services offer you fee-based, advice-driven investment solutions customized to fit your needs by utilizing the very best tools, technology, and research.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1605 Carmody Court, Building IV,
Suite 100,
Sewickley,
PA
15143
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 101 | 80 | $501,645,588,245 | A percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
|
|
| 215 | 7838 | $185,452,168,971 | A percentage of AUM, Performance Based
|
|
| 14 | 17 | $26,177,360,509 | A percentage of AUM
|
|
| 1475 | 152189 | $23,895,732,856 | A percentage of AUM
|
|
| 51 | 1186 | $6,344,187,219 | A percentage of AUM, Fixed fees
|
|
| 80 | 26 | $5,499,892,574 | A percentage of AUM, Performance Based
|
|
| 12 | 14870 | $5,266,681,858 | A percentage of AUM
|
|
| 42 | 32 | $5,091,189,265 | A percentage of AUM, Fixed fees
|
|
ALLEGHENY FINANCIAL GROUP LTD
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 |
101 | 12226 | $4,472,173,015 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES)
|
| 27 | 2036 | $2,614,783,099 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 13 | 1001 | $2,545,851,179 | A percentage of AUM
|
|
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
1000 Commerce Drive, 2nd Floor, Pittsburgh, PA 15275 |
10 | 2 | $2,371,597,590 | A percentage of AUM, Performance Based
|
| 15 | 1358 | $2,353,148,000 | A percentage of AUM, Fixed fees
|
|
| 31 | 7141 | $2,125,447,761 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 24 | 2074 | $1,924,727,747 | A percentage of AUM
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
