Top Financial Advisors in Pittsburgh, PA

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Allegheny Financial Group offers investment management and financial planning services to clients. The firm offers investment management services, comprehensive portfolio management, financial planning and more. It primarily works with individuals, high net worth individuals, trusts, estates, charitable organizations, corporation and other business entities, pension plans, individual retirement account plans, profit sharing plans and private funds.

The firm's advisory fees for investment management services are generally based on a percentage of assets under management and exclude costs that may be imposed by your custodian, broker-dealer and any independent managers. Advisory fees for services are set forth in our investment management agreement with you. The fees may range from 0.35% to 1.00%. 

The firm chooses investments based on a number of factors that include client objectives. The firm's advisors draw upon their extensive experience and ask questions with the goals to discover key client issues and concerns, and to build a meaningful evaluation of your finances. These questions include determining your risk tolerance, education needs, retirement objectives, long and short-term goals and objectives. The firm analyzes your assets and liabilities and evaluate your risk tolerances to develop a clear picture of your financial status. 

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Greycourt and its Principals have been providing comprehensive investment advice to sophisticated investors for over 30 years. Greycourt offers investment advisory services to ultra-high net worth families and family offices, including foundations controlled by or affiliated with client families. The firms services are divided into three categories that include investment advisory services, collaborative solutions and organizational solutions. 

Greycourt’s fee is based on the services provided to the client, the amount of client assets advised by the firm (which may include cash and assets held in money market funds and some legacy or client-directed assets) and on the degree of complexity of the engagement. The degree of complexity is affected by various factors including the number of family units and generations involved, the complexity of the estate planning vehicles, the presence or absence of endowed foundations, the presence of a closely held company, and the number of face-to-face meetings expected. 

Greycourt provides asset allocation analysis, strategic and tactical asset allocation, and specific investment recommendations for clients across asset classes, employing a broad range of implementation strategies. Greycourt utilizes information from a broad range of sources, including economic and market analysis, databases, and news sources, among others. However, Greycourt relies most heavily on its own analysis, particularly in its efforts associated with capital markets forecasting and manager due diligence.

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CooksonPeirce Wealth Management requires a $1 million account minimum for new clients, though it may make exceptions to this rule. Despite this, CooksonPeirce primarily serves non-high-net-worth individuals, though its client base also includes high-net-worth individuals, trusts, endowments, pensions, foundations, businesses and investment companies.

CooksonPeirce provides asset management services, as well as advice on financial planning, tax planning and retirement planning. In addition, CooksonPeirce provides asset management services to professional advisors at financial institutions.

CooksonPeirce Wealth Management's investment philosophy is to "listen to the numbers," which, it points out, "simply don't lie." The firm relies on a quantitative selection methodology to eliminate the possibility of emotions or subjectivity entering into its investment selection process. The firm primarily uses equities and fixed-income securities, including stocks, exchange-traded funds (ETFs) and bonds. Equity investments are managed through one of four strategies: aggressive, growth, moderate and conservative. 

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Allegheny Investments works with individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, corporations, pension plans, IRA plans and profit-sharing plans. There is no set account balance minimum.

The firm provides investment management, financial planning, retirement plan consulting, IRA rollover guidance and business advisory services. Financial planning can cover topics like retirement planning, tax strategies, risk management, estate and trust planning, education funding and long-term wealth preservation.

Allegheny Investments primarily builds mutual fund-based portfolios using research from its in-house research department and investment committee. The firm also uses diversification, strategic asset allocation and tactical adjustments to manage portfolio risk. Portfolios may include some combination of mutual funds, exchange-traded funds (ETFs), individual stocks, bonds and independent managers.

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Milestone Asset Management is a mid-sized financial advisor firm that primarily works with individual clients. Most of these individuals do not have a high net worth. Other clients of the firm include retirement plans, charities and businesses. The firm technically has a $25,000 minimum account size, though it may be willing to waive this.

As a fee-based firm, some of Milestone’s advisors can sell insurance products to clients on a commission basis. While this represents a potential conflict of interest, the firm’s fiduciary duty requires it to act in your best interest at all times. Investment management at Milestone is customized to clients’ needs. Financial planning can cover topics like insurance, retirement, estate planning, debt consolidation and more.

Milestone Asset Management works with new clients to build out a personalized investment policy statement, or IPS. This will detail all the specifics of their situation and needs, such as their risk tolerance, income and liquidity needs, time horizon and overarching goals. Following the creation of your IPS, your advisor will put together a specific investment plan for you. These typically include some combination of stocks, mutual funds, exchange-traded funds (ETFs), structured notes and options.

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Henderson Brothers Financial Partners works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, limited liability companies and other businesses. There is no set account balance minimum for direct asset management accounts. Retirement plan clients are subject to a $2,500 minimum fee, though the firm may waive this at its discretion.

The firm's services include retirement plan consulting, asset management, financial planning, pooled and multiple employer plan solutions and third-party advisor programs. Financial planning at Henderson Brothers Financial Partners can cover broad-based planning or more focused areas, such as business planning, investment consultation and estate planning components. The firm’s retirement plan services may include investment policy statement preparation, investment monitoring, participant education and enrollment support.

Henderson Brothers Financial Partners may use fundamental, technical, charting and cyclical analysis when selecting investments. The firm may also use modern portfolio theory, long- and short-term purchases, option writing, ESG investing and cash management strategies. The recommendations of its advisors may vary depending on the client’s financial situation, objectives and account type.

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Guyasuta Investment Advisors primarily serves high-net-worth individuals, but it also works with non-high-net-worth individuals, pension plans, charitable organizations, government entities and corporations. The firm has an account minimum of $1 million, though it may be willing to waive this stipulation

The firm provides investment management and financial planning services, and will work with your other financial advisors to ensure it crafts a lasting, comprehensive solution. The firm says that it’s structured to allow its team to work collaboratively. At least one partner works closely with each client.

Guyasuta Investment Advisors determines specific objectives and risk tolerance before it builds your portfolio and determines the appropriate asset allocation. It prioritizes minimizing taxes, controlling risk and reducing fees and other expenses.

The firm primarily uses individual equity and fixed-income securities. Guyasuta employs two investment philosophies: equity philosophy and fixed income philosophy. The equity philosophy is focused on risk management, diversification and direct ownership to drive long-term capital appreciation. The fixed income philosophy, on the other hand, is focused on the generation of steady income and the preservation of capital. While the equity strategy uses equity securities of high-quality companies across multiple sectors and industries, the fixed income strategy uses individual bonds, with a focus on issuers who have strong credit fundamentals.

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D.B. Root & Company offers a wide range of services to several different types of individual and institutional investors. Certain advisors at this fee-based firm are licensed insurance agents or representatives of a broker-dealer, and they can sell products on a commission basis. However, because the firm is a fiduciary, its legally required to put its clients' bests interests first.

There is no set account balance minimum. The firm's services include business planning, cash flow forecasting, trust and estate planning, financial reporting, retirement planning, risk management, tax planning and more. These services are all available on a standalone basis or in conjunction with investment management for more comprehensive wealth management.

D.B. Root & Company's investment committee carries out the process through the creation, management and review of client portfolios, which take into consideration their goals, risk tolerance and life stage. A key part of the investment committee strategy is a robust asset allocation process. D.B. Root & Company's portfolios are made up of a mix of low-cost securities, cash, bonds and stocks.

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MFA Wealth is a Pittsburgh-based financial advisor firm that works with individuals with and without a high net worth. The firm also works with pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. There is no set account balance minimum for starting and maintaining an investment management relationship.

As a fee-based firm, some of MFA Wealth’s representatives can receive insurance commissions in their individual capacities. While this represents a potential conflict of interest, the firm’s fiduciary duty requires it to act in clients’ best interests.

The firm’s services include discretionary investment management, financial planning and consulting, retirement plan advisory services, held-away 401(k) account management, 529 plan advisory services and donor-advised fund advisory services.

MFA Wealth generally uses fundamental analysis and asset allocation when building portfolios. The firm may invest client assets in mutual funds, exchange-traded funds, debt securities, equity securities and cash positions. Portfolios may also use independent managers, stop orders for risk management and, when appropriate, cryptocurrency or digital asset exposure through ETFs or private funds.

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Hapanowicz Financial primarily serves high-net-worth individuals. The firm also works with pension and profit-sharing plans, trusts, family partnerships, estates, charitable organizations, corporations, business entities, retirement plan sponsors and retirement plan participants. 

The firm’s services include financial planning, discretionary asset management, tax planning, estate planning, business planning, insurance analysis, variable annuity advisory services and retirement plan consulting. As a fee-based firm, Hapanowicz may receive insurance-related compensation. While this represents a potential conflict of interest, the firm’s fiduciary duty requires it to act in clients’ best interests.

Hapanowicz generally uses a blend of strategic and tactical asset allocation when managing assets. Portfolios may include mutual funds, exchange-traded funds (ETFs) and individual equities through LPL Financial’s SWM platform. The firm may also use long-term and short-term purchases, model mutual fund allocation programs and analysis methods such as fundamental, technical, charting and cyclical analysis.