
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.
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.
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Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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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
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Financial Advisor Close to Allegheny County, PA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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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
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.
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.)
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The Top Financial Advisor Firms in Allegheny County, PA
SYMONS CAPITAL MANAGEMENT INC
(412) 344-7690650 Washington Road
Suite 800
Pittsburgh, PA 15228
SEC#: 801-18876
Years in Business: 39 years
CIM INVESTMENT MANAGEMENT INC
(412) 765-27711302 Investment Building
239 4th Avenue
Pittsburgh, PA 15222
SEC#: 801-47108
Years in Business: 27 years
OXFORD REAL ESTATE ADVISORS INC
(412) 261-15002545 Railroad Street
Suite 300
Pittsburgh, PA 15222
SEC#: 801-50212
Years in Business: 26 years
SUNDANCE ADVISORS
(412) 366-28135500 Corporate Drive
Suite 216
Pittsburgh, PA 15237
SEC#: 801-66405
Years in Business: 16 years
QUATTRO ADVISORS L.L.C.
(412) 586-54063495 Butler Street
Suite 100
Pittsburgh, PA 15201
SEC#: 801-80531
Years in Business: 7 years
JANNEY CAPITAL MANAGEMENT LLC
(412) 562-8100One Ppg Place
Suite 2200
Pittsburgh, PA 15222
SEC#: 801-74501
Years in Business: 10 years
WEALTH MANAGEMENT STRATEGIES, INC.
(412) 781-710017 Brilliant Avenue
Suite 302
Pittsburgh, PA 15215
SEC#: 801-117711
Years in Business: 2 years
NEW EDGE WEALTH
(800) 693-78001251 Waterfront Place, Suite 510
Pittsburgh, PA 15222
SEC#: 801-118291
Years in Business: 2 years
EWA, LLC
(412) 288-2363381 Mansfield Ave
#200A
Pittsburgh, PA 15220
SEC#: 801-118806
Years in Business: 1 years
Allegheny County, PA Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.