Top 10 financial advisors in Pittsburgh, PA
We’ve curated a list of the best financial advisors in Pittsburgh, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$20,285,049,861
Number of advisors
1218 advisors
| $20,285,049,861 | 1218 advisors | |
| 2 |
Assets under management
$5,727,497,992
Number of advisors
45 advisors
| $5,727,497,992 | 45 advisors | |
| 3 |
Assets under management
$5,294,505,734
Number of advisors
62 advisors
| $5,294,505,734 | 62 advisors | |
| 4 |
Assets under management
$4,295,054,436
Number of advisors
69 advisors
| $4,295,054,436 | 69 advisors | |
| 5 |
Assets under management
$3,567,929,727
Number of advisors
101 advisors
| $3,567,929,727 | 101 advisors | |
| 6 |
Assets under management
$2,883,389,773
Number of advisors
13 advisors
| $2,883,389,773 | 13 advisors | |
| 7 |
Assets under management
$2,222,319,107
Number of advisors
12 advisors
| $2,222,319,107 | 12 advisors | |
| 8 |
Assets under management
$1,857,827,000
Number of advisors
15 advisors
| $1,857,827,000 | 15 advisors | |
| 9 |
Assets under management
$1,787,815,842
Number of advisors
36 advisors
| $1,787,815,842 | 36 advisors | |
| 10 |
Assets under management
$1,712,650,000
Number of advisors
5 advisors
| $1,712,650,000 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Pittsburgh, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pittsburgh. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Pnc Investments
Pnc Investments is a financial advisory firm based in Pittsburgh, Pennsylvania. It currently has approximately $20,285,049,861 of assets under management and employs about 1218 people. Pnc Investments uses a fee structure of and a percentage of assets under your management.
$20,285,049,861 under management
1218 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersFnb Wealth Management
Fnb Wealth Management is a financial advisory firm based in Pittsburgh, Pennsylvania. It currently has approximately $5,727,497,992 of assets under management and employs about 45 people. Fnb Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.
$5,727,497,992 under management
45 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersEducational Seminars/workshopsIncline Equity Partners
Incline Equity Partners is a financial advisory firm based in Pittsburgh, Pennsylvania. It currently has approximately $5,294,505,734 of assets under management and employs about 62 people. Incline Equity Partners uses a fee structure of a percentage of assets under your management and performance-based fees.
$5,294,505,734 under management
62 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesFort Pitt Capital Group, LLC
Fort Pitt Capital Group, LLC is a financial advisory firm based in Pittsburgh, Pennsylvania. It currently has approximately $4,295,054,436 of assets under management and employs about 69 people. Fort Pitt Capital Group, LLC uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with affiliates (frs and ftcs).
$4,295,054,436 under management
69 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH AFFILIATES (FRS AND FTCS)
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesEducational Seminars/workshopsCredit And Cash Management Solutions; Insurance SolutionsAllegheny Financial Group Ltd
Allegheny Financial Group, established in 1976 by James D. Hohman and James J. Browne, offers investment management and financial planning services. The firm is an SEC-registered investment adviser, with ownership by employee advisors Brandon Haynes and Jonathan Kuhn. Allegheny provides services tailored to individual client needs, including comprehensive portfolio management (PMA) and investment management services (IMA). Clients can choose discretionary or non-discretionary account supervision based on their goals, risk tolerance, and tax considerations. The firm does not have a minimum account size requirement. Fees for investment management services are generally based on a percentage of assets under management, with fees ranging from 0%-1% per annum. Allegheny typically recommends utilizing Fidelity Brokerage Services for custody and brokerage services. The firm does not have traditional soft-dollar arrangements but may receive economic benefits from financial institutions for client events. Allegheny does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm has no disciplinary events to report and provides financial information to ensure the ability to meet client commitments. Clients can engage in one-time or ongoing financial planning services, with fees negotiated on a flat, retainer, or hourly basis.
$3,567,929,727 under management
101 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Janney Capital Management LLC
Janney Capital Management LLC is a financial advisory firm based in Pittsburgh, Pennsylvania. It currently has approximately $2,883,389,773 of assets under management and employs about 13 people. Janney Capital Management LLC uses a fee structure of and a percentage of assets under your management.
$2,883,389,773 under management
13 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Staley Capital Advisers Inc
Staley Capital Advisers, Inc. is an investment advisory firm established in Pennsylvania in May 1996. The firm specializes in providing tailored investment and wealth management services to wealthy families, high-net-worth individuals, trusts, profit sharing plans, and non-profit organizations. Staley Capital manages assets in private accounts with full discretion granted by clients, allowing the firm to make decisions on securities transactions, timing, and broker selection. The firm also serves as the general partner and adviser to an investment-related limited partnership, Forum Capital Partners, offered exclusively to accredited investors. Staley Capital's investment philosophy focuses on long-term, value-driven strategies with tactical opportunities during market volatility. The firm's Investment Committee meets regularly to discuss asset allocation, industry sectors, and specific securities. Staley Capital's fee structure for private accounts is based on a percentage of assets under management, with fees varying depending on the amount of assets and the client relationship initiation date. The firm does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' best interests. Staley Capital has comprehensive policies and procedures in place, including a Code of Ethics, to ensure fair and equitable treatment of all client accounts. Clients have the option to vote on proxies directly or delegate voting authority to the firm, which follows a Proxy Voting Policy aligned with maximizing shareholder value. Staley Capital maintains custody of client assets at independent third-party custodians and has no known financial conditions that would impact its ability to fulfill commitments to clients.
$2,222,319,107 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Guyasuta Investment Advisors, Incorporated
Guyasuta Investment Advisors, Inc. is a privately held independent registered investment advisory firm established in 1983. The firm specializes in providing fee-only investment advice to individuals, families, trusts, institutions, and various entities. Guyasuta has $2.35 billion in assets under management as of January 31, 2025, with a focus on personalized, client-centric services. The firm's investment philosophy involves a tailored approach to meet each client's unique objectives, with a team of fifteen professionals dedicated to investment research, portfolio management, and client service. Guyasuta offers tailored relationships, customized account structures, and does not participate in wrap fee programs. The firm's fee structure is negotiable based on a percentage of assets under management, with fees typically invoiced quarterly in advance. Investment strategies include equity and fixed-income approaches, with a focus on fundamental analysis and long-term investment horizons. Guyasuta does not charge performance-based fees or engage in side-by-side management accounts. The firm's investment process involves top-down and bottom-up analysis, with a detailed selection process for equity and fixed-income investments. Guyasuta has a Code of Ethics in place to ensure the highest ethical standards and places clients' interests first. The firm has no disciplinary information to report and does not recommend securities in which employees have a material interest. Guyasuta maintains a professional relationship with Schwab Advisor Services, offering various benefits to clients. The firm also provides detailed information on brokerage practices, custody, proxy voting, and financial information.
$1,857,827,000 under management
15 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Fragasso Financial Advisors
Fragasso Financial Advisors, Inc. is a registered investment advisor specializing in asset management programs and financial planning services. Established in 1996, the firm offers discretionary asset management services tailored to individual client needs, focusing on various investment types such as mutual funds, ETFs, variable annuity subaccounts, and more. Clients have the option to establish a Program account with an approved custodian, retaining ownership rights and control over their assets. The firm may also recommend third-party portfolio managers for discretionary management. For retirement plan consulting services, FFA assists plan sponsors with investment policy statements, investment monitoring, performance reports, and investment recommendations. The firm acknowledges its fiduciary status under ERISA and acts in clients' best interests. FFA offers retirement asset advisory services, retirement asset modeling services, and investment account advisory services, providing assessments, recommendations, and monitoring of client investments. Clients typically require a minimum of $250,000 in investable assets for individual accounts and $500,000 for retirement plans. FFA's fee structure is based on a percentage of assets under management, with fees due quarterly in advance. The firm does not charge performance-based fees and does not exercise investment discretion for most services. Clients retain the right to vote proxies for their securities. FFA has no disciplinary information and maintains financial stability to meet client commitments.
$1,787,815,842 under management
36 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesUs Innovative Technology Capital Management, LLC
US Innovative Technology Capital Management, LLC, also known as USIT, is an investment management and advisory firm founded in August 2022 by Thomas Tull. The firm specializes in providing advisory services to private investment funds focused on venture capital and growth equity investments in technology companies. As of December 31, 2024, USIT managed $4.26 billion in client assets on a discretionary basis. The firm charges management fees based on a percentage of the aggregate commitments of the investors in the funds. USIT may also receive performance-based compensation from the funds. The firm exercises discretionary authority over the accounts of the funds and co-investor clients, investing primarily in privately negotiated securities. USIT has implemented a Code of Ethics to ensure high standards of business conduct and fiduciary duty to clients. The firm does not compensate third parties for client referrals and has no soft dollar arrangements with brokers. USIT has custody of client funds and securities and has been delegated the authority to vote proxies on behalf of clients. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings. For further details, clients can request additional information from USIT's Chief Compliance Officer.
$1,712,650,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Pittsburgh, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pittsburgh. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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