Fee-OnlyFinder

Advisers in Pittsburgh, PA

53 advisers in Pittsburgh — 53 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (41)Hourly fees (21)Flat / fixed fees (30)% of assets managed (52)Retirement plan consulting (14)

All advisers

Absolute Capital Management, LLC101 Pennsylvania Blvd · Pittsburgh, PA 15228 · (412) 388-1600 · % of assets managedCRD 121484 · % of assets · $742.5 million AUMSEC registeredNo commissions reportedAllegheny Financial GroupStone Quarry Crossing, 811 Camp Horne Road, Suite 100 · Pittsburgh, PA 15237 · (412) 367-3880 · Financial planningCRD 104690 · % of assets, Hourly charges, Fixed fees · $5.6 billion AUMSEC registeredNo commissions reportedAllegheny InvestmentsStone Quarry Crossing, 811 Camp Horne Road, Suite 100 · Pittsburgh, PA 15237 · (412) 367-3880 · Financial planningCRD 7597 · % of assets, Hourly charges, Fixed fees · $742.1 million AUMSEC registeredNo commissions reportedAstra Prime Wealth Management317 East Carson Street, Suite 146 · Pittsburgh, PA 15219 · (412) 274-4000 · Hourly feesCRD 333432 · % of assets, Hourly charges, Performance-based fees · $47.2 million AUMState registeredNo commissions reportedAtmos Advisory, LLC1001 Liberty Avenue, Suite 500 · Pittsburgh, PA 15222 · (412) 497-1766 · Financial planningCRD 160087 · % of assets · $180.9 million AUMSEC registeredNo commissions reportedBlue Devil Advisors LLC110 Fort Couch Rd., Suite 306 · Pittsburgh, PA 15241 · (646) 835-9587 · Financial planningCRD 329173 · % of assets · $2.7 million AUMState registeredNo commissions reportedCenterview Wealth Advisors, LLC139 Freeport Road · Pittsburgh, PA 15215 · (412) 532-8111 · Financial planningCRD 173260 · % of assets, Hourly charges, Fixed fees · $144.0 million AUMState registeredNo commissions reportedCompass Investments LLC2681 Sidney Street, Suite 150 · Pittsburgh, PA 15203 · (570) 916-2208 · Financial planningCRD 141323 · % of assets, Hourly charges · $93.2 million AUMSEC registeredNo commissions reportedCookson Peirce Wealth Management530 William Penn Place · Pittsburgh, PA 15219 · (412) 471-5320 · Financial planningCRD 110729 · % of assets · $2.6 billion AUMSEC registeredNo commissions reportedDs Wealth Advisors, INC.902 Perry Highway, 1st Floor · Pittsburgh, PA 15229 · (412) 366-0900 · Financial planningCRD 172878 · % of assets, Hourly charges · $35.4 million AUMState registeredNo commissions reported
Dwd Portfolio Solutions, INC.151 Roessler Rd, Suite 103 · Pittsburgh, PA 15220 · (412) 341-6642 · Financial planningCRD 121435 · % of assets, Hourly charges · $248.3 million AUMSEC registeredNo commissions reportedElm Capital Management LLC309 Smithfield Street, 6th Floor · Pittsburgh, PA 15222 · (412) 456-4700 · % of assets managedCRD 294012 · % of assets, Other · $133.4 million AUMSEC registeredNo commissions reportedEmerick Financial Planning, LLC1580 McLaughlin Run Road, Suite 210 · Pittsburgh, PA 15241 · (412) 419-1905 · Financial planningCRD 281576 · Hourly charges, Fixed feesState registeredNo commissions reportedEtch Financial1121 Boyce Road, #1200b · Pittsburgh, PA 15241 · (412) 530-6977 · Financial planningCRD 327021 · % of assets, Hourly charges, Fixed fees · $14.1 million AUMState registeredNo commissions reportedEwa, LLC381 Mansfield Ave, Suite 200 a & B · Pittsburgh, PA 15220 · (412) 288-2363 · Financial planningCRD 308977 · % of assets, Fixed fees · $750.7 million AUMSEC registeredNo commissions reportedFederated Investment Counseling1001 Liberty Avenue · Pittsburgh, PA 15222 · (412) 288-1900 · % of assets managedCRD 105325 · % of assets, Performance-based fees · $207.2 billion AUMSEC registeredNo commissions reportedFinancial Advisors Consortium, INC.400 McKnight Park Drive Suite 404 · Pittsburgh, PA 15237 · (412) 635-9634 · Financial planningCRD 141081 · % of assets, Fixed fees · $72.9 million AUMState registeredNo commissions reportedFranklin Madison Private Wealth6425 Living Place,, Suite 200 · Pittsburgh, PA 15206 · (412) 204-6711 · Financial planningCRD 306838 · % of assets, Hourly charges, Fixed fees · $30.3 million AUMState registeredNo commissions reportedGreycourt & CO., INC.116 15th Street, Suite 702 · Pittsburgh, PA 15222 · (412) 361-0100 · Financial planningCRD 111936 · % of assets, Fixed fees · $6.6 billion AUMSEC registeredNo commissions reportedGuyasuta Investment Advisors, Incorporated285 Kappa Drive, Suite 220 · Pittsburgh, PA 15238 · (412) 447-4560 · Financial planningCRD 108400 · % of assets, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedHapanowicz FinancialFoster Plaza 6, 681 Andersen Drive, Suite 100 · Pittsburgh, PA 15220 · (412) 261-5966 · Financial planningCRD 157523 · % of assets, Other · $622.3 million AUMSEC registeredNo commissions reportedHealthview Asset Management, INC.219 N Main Street · Pittsburgh, PA 15215 · (412) 782-5400 · Flat / fixed feesCRD 141884 · % of assets, Fixed fees · $104.4 million AUMSEC registeredNo commissions reportedHenderson Brothers Financial Partners LLC920 Fort Duquesne Boulevard · Pittsburgh, PA 15222 · (412) 261-3333 · Financial planningCRD 333732 · % of assets, Fixed fees · $406.8 million AUMSEC registeredNo commissions reportedHenry H. Armstrong Associates, INC.One Gateway Center, 420 Ft. Duquesne Blvd, Ste 1425 · Pittsburgh, PA 15222 · (412) 471-1551 · Financial planningCRD 105510 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedHunter Associates LLC436 Seventh Avenue, Koppers Building, 27th Floor · Pittsburgh, PA 15219 · (412) 471-4191 · Financial planningCRD 30177 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedInterchange Capital Partners301 Grant Street, Suite 3550 · Pittsburgh, PA 15219 · (412) 307-4230 · Financial planningCRD 309314 · % of assets, Fixed fees, Performance-based fees · $743.6 million AUMSEC registeredNo commissions reportedKailasa Capital Management LLC2000 Smallman Street, Suite 203a · Pittsburgh, PA 15222 · (571) 313-0873 · Financial planningCRD 286159 · % of assets, Performance-based fees · $298.3 million AUMSEC registeredNo commissions reportedKapusta Financial Group110 Fort Couch Road, Suite 108 · Pittsburgh, PA 15241 · (412) 851-1400 · Financial planningCRD 123349 · % of assets, Hourly charges, Fixed fees · $199.6 million AUMSEC registeredNo commissions reportedKeystone Bitcoin207 34th Street Unit 314 · Pittsburgh, PA 15201 · (412) 844-4994 · Financial planningCRD 338785 · % of assets, OtherSEC registeredNo commissions reportedLegend Financial Advisors INC5700 Corporate Drive, Suite 350 · Pittsburgh, PA 15237 · (412) 635-9210 · Financial planningCRD 108207 · % of assets, Hourly charges, Fixed fees · $389.9 million AUMSEC registeredNo commissions reportedMarathon Strategic Advisors, LLC103 Brilliant Ave, Suite C · Pittsburgh, PA 15215 · (740) 282-5198 · Financial planningCRD 117108 · % of assets, Hourly charges, Fixed fees · $182.7 million AUMSEC registeredNo commissions reportedMellon Investments Corporation500 Ross Street · Pittsburgh, PA 15258 · (617) 248-3682 · Flat / fixed feesCRD 105764 · % of assets, Fixed fees, Other · $873.9 billion AUMSEC registeredNo commissions reportedMfa Wealth Advisors, LLC650 Washington Road, Suite 8000 · Pittsburgh, PA 15228 · (412) 343-8700 · Financial planningCRD 171984 · % of assets, Fixed fees · $605.4 million AUMSEC registeredNo commissions reportedMilestone Asset Management, LLC8160 Perry Highway · Pittsburgh, PA 15237 · (412) 643-3058 · Financial planningCRD 310441 · % of assets, Hourly charges, Fixed fees · $690.7 million AUMSEC registeredNo commissions reportedMoralis Technologies, LLC650 Washington Rd, Suite 8000 · Pittsburgh, PA 15228 · (833) 730-3700 · Financial planningCRD 316221 · % of assets · $103.0 million AUMSEC registeredNo commissions reportedNeptune Wealth190 Bilmar Dr., Suite 150 · Pittsburgh, PA 15205 · (239) 634-9295 · Financial planningCRD 329160 · % of assets, Hourly charges, Fixed fees · $35.5 million AUMState registeredNo commissions reportedNorth River Wealth Advisors5800 Corporate Drive Suite 300 · Pittsburgh, PA 15237 · (412) 783-1780 · Financial planningCRD 319417 · % of assets · $65.8 million AUMState registeredNo commissions reportedOak Tree Investment Advisors731 S. Aiken Ave · Pittsburgh, PA 15232 · (412) 802-8358 · % of assets managedCRD 111095 · % of assets · $192.2 million AUMSEC registeredNo commissions reportedPnc Wealth Management300 Fifth Avenue, 26th Floor · Pittsburgh, PA 15222 · (800) 762-6111 · % of assets managedCRD 129052 · % of assets · $30.3 billion AUMSEC registeredNo commissions reportedQuattro Advisors L.L.C.3495 Butler Street, Suite 100 · Pittsburgh, PA 15201 · (412) 586-5406 · Financial planningCRD 146438 · % of assets, Hourly charges, Fixed fees · $661.7 million AUMSEC registeredNo commissions reportedRiverside Financial Advisors LLC8085 Saltsburg Road, Suite 201 · Pittsburgh, PA 15239 · (412) 862-9938 · Financial planningCRD 339678 · % of assets, Fixed fees · $22.4 million AUMState registeredNo commissions reportedRockcliff Capital, LLC1725 Washington Rd. Ste. 603 · Pittsburgh, PA 15241 · (412) 833-3091 · Financial planningCRD 168708 · % of assets, Hourly charges, Fixed fees · $66.5 million AUMState registeredNo commissions reportedSchneider Downs Wealth Management Advisors, LPOne Ppg Place, Suite 1700 · Pittsburgh, PA 15222 · (412) 697-5200 · Financial planningCRD 128591 · % of assets, Hourly charges, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reportedSolid Oak Advisory100 South Commons, Suite 102 · Pittsburgh, PA 15212 · (724) 221-7272 · Financial planningCRD 300575 · % of assets, Fixed fees · $1.8 million AUMState registeredNo commissions reportedStaley Capital Advisers INCOne Oxford Centre, 301 Grant Street, Suite 3950 · Pittsburgh, PA 15219 · (412) 394-1292 · % of assets managedCRD 107118 · % of assets · $3.1 billion AUMSEC registeredNo commissions reportedSteel Tower Investments444 Liberty Avenue, Suite 1400 · Pittsburgh, PA 15222 · (412) 586-2060 · Financial planningCRD 166742 · % of assets, Hourly charges, Fixed fees · $258.7 million AUMSEC registeredNo commissions reportedThe Baran James Company, INC.Manor Oak Two, Suite 365, 1910 Cochran Road · Pittsburgh, PA 15220 · (412) 531-1233 · Financial planningCRD 156242 · % of assets, Hourly charges · $89.7 million AUMState registeredNo commissions reportedThe Coury Firm260 Forbes Avenue, Suite 1600 · Pittsburgh, PA 15222 · (412) 261-5744 · Financial planningCRD 289145 · % of assets, Fixed fees, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedTrebuchet Consulting, LLC313 Castle Shannon Blvd. · Pittsburgh, PA 15234 · (412) 388-0715 · Financial planningCRD 166645 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedUS Asset Management, LLC211 N. Whitfield Street, Suite 201 · Pittsburgh, PA 15206 · (412) 231-8209 · % of assets managedCRD 124234 · % of assets, Other · $358.5 million AUMSEC registeredNo commissions reportedVenator Management LLC607 Washington Road, Suite 400 · Pittsburgh, PA 15228 · (412) 586-3747 · % of assets managedCRD 310406 · % of assets, Performance-based fees · $511.7 million AUMSEC registeredNo commissions reportedVista Investment Management, LLC400 Penn Center Blvd., Suite 555 · Pittsburgh, PA 15235 · (412) 824-5940 · % of assets managedCRD 116068 · % of assets · $323.9 million AUMSEC registeredNo commissions reportedWms Wealth Planners17 Brilliant Avenue, Suite 302 · Pittsburgh, PA 15215 · (412) 781-7100 · Financial planningCRD 305481 · % of assets, Fixed fees · $314.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Pittsburgh? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.