Find a Financial Advisor in Allegheny County, PA

 

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We did the hard work of finding trustworthy partners in Allegheny County, PA.

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We Only Work With The Best Allegheny County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Allegheny County, PA


  • Financial Advisor Close to Allegheny County, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Allegheny County, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Allegheny County, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Allegheny County financial advisors.
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How Retirement-Friendly is Allegheny County, PA?

  • Population: 1221,744
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $165,600
  • Average Monthly Housing Cost: $939
  • Average Household Income: $86,258
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)



The Top Financial Advisor Firms in Allegheny County, PA

 

SYMONS CAPITAL MANAGEMENT INC

Website

(412) 344-7690

650 Washington Road
Suite 800
Pittsburgh, PA 15228

SEC#: 801-18876
Years in Business: 38 years

CIM INVESTMENT MANAGEMENT INC

Website

(412) 765-2771

1302 Investment Building
239 4th Avenue
Pittsburgh, PA 15222

SEC#: 801-47108
Years in Business: 27 years

OXFORD REAL ESTATE ADVISORS INC

Website

(412) 261-1500

2545 Railroad Street
Suite 300
Pittsburgh, PA 15222

SEC#: 801-50212
Years in Business: 26 years

SUNDANCE ADVISORS

Website

(412) 366-2813

5500 Corporate Drive
Suite 216
Pittsburgh, PA 15237

SEC#: 801-66405
Years in Business: 15 years

QUATTRO ADVISORS L.L.C.

Website

(412) 586-5406

3495 Butler Street
Suite 100
Pittsburgh, PA 15201

SEC#: 801-80531
Years in Business: 6 years

JANNEY CAPITAL MANAGEMENT LLC

Website

(412) 562-8100

One Ppg Place
Suite 2200
Pittsburgh, PA 15222

SEC#: 801-74501
Years in Business: 9 years

WEALTH MANAGEMENT STRATEGIES, INC.

Website

(412) 781-7100

17 Brilliant Avenue
Suite 302
Pittsburgh, PA 15215

SEC#: 801-117711
Years in Business: 1 years

NEW EDGE WEALTH

Website

(800) 693-7800

1251 Waterfront Place, Suite 510

Pittsburgh, PA 15222

SEC#: 801-118291
Years in Business: 1 years

EWA, LLC

Website

(412) 288-2363

381 Mansfield Ave
#200A
Pittsburgh, PA 15220

SEC#: 801-118806
Years in Business: 1 years

 


Allegheny County, PA Financial Advisor FAQs

One way to find an advisor that fits your needs is to begin by considering how much money you have and investing preferences. Then, create a shortlist of advisors that specialize in matching people like you with the type of investment products they need for their current needs and future goals.
Financial advisors are often paid either on a commission basis for selling products, or are receiving fee-based fees.
Aside from being adept in investments, financial advisors are also knowledgeable about tax loopholes so practically, their knowledge can save you money.
A financial advisor is an individual who provides professional advice regarding some aspect of finance, such as investment planning for retirement or other saving targets, that allows the client to be in control of their own savings and reduce risk when buying stocks or keeping cash.