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Retirement plan consulting in Pittsburgh, PA

14 advisers in Pittsburgh offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 14

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 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 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 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 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 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 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 reported
Solid 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 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 reported