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Financial planning in Pittsburgh, PA

41 advisers in Pittsburgh offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 41

Allegheny 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 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 reportedDwd 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 reportedEmerick Financial Planning, LLC1580 McLaughlin Run Road, Suite 210 · Pittsburgh, PA 15241 · (412) 419-1905 · Financial planningCRD 281576 · Hourly charges, Fixed feesState registeredNo commissions reported
Etch 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 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 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 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 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 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 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