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Find Retirement Advisors for Retirement Planning in Pittsburgh, Pennsylvania
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Pittsburgh, Pennsylvania
Last Updated - April 13, 2024Pittsburgh has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 56 non-vetted advisors in your local area. These retirement advisors in Pittsburgh, Pennsylvania have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Pittsburgh, Pennsylvania
VERIFIEDMichael Marion
CFP®
Marion Wealth Management
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDRebecca Pawuk
Edelman Financial Engines, LLC
Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$150,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Pittsburgh, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $420,303,833,453 | 80 | 101 | A Percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.) |
| 2 | FEDERATED INVESTMENT COUNSELING 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $164,772,846,686 | 6832 | 210 | A Percentage of AUM, Performance Based |
| 3 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $27,678,535,445 | 17 | 15 | A Percentage of AUM |
| 4 | PNC INVESTMENTS 300 Fifth Avenue, 26th Floor Pittsburgh, PA, 15222-2722 | $21,629,770,547 | 152386 | 1218 | A Percentage of AUM |
| 5 | FNB WEALTH MANAGEMENT One North Shore, 12 Federal Street, Suite #400 Pittsburgh, PA, 15212 | $5,727,497,992 | 1302 | 45 | A Percentage of AUM, Fixed Fees |
| 6 | INCLINE EQUITY PARTNERS 625 Liberty Avenue, Eqt Plaza - Suite 2300 Pittsburgh, PA, 15222 | $5,294,505,734 | 21 | 62 | A Percentage of AUM, Performance Based |
| 7 | GREYCOURT & CO., INC. 2100 Wharton Street, Suite 600 Pittsburgh, PA, 15203 | $5,191,844,800 | 37 | 43 | A Percentage of AUM, Fixed Fees |
| 8 | FORT PITT CAPITAL GROUP, LLC 680 Andersen Drive, Foster Plaza Ten -- Suite 350 Pittsburgh, PA, 15220 | $4,302,944,245 | 8521 | 69 | A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH AFFILIATES (FRS AND FTCS)) |
| 9 | JANNEY CAPITAL MANAGEMENT LLC One Ppg Place, Suite 2200 Pittsburgh, PA, 15222 | $4,252,170,438 | 13797 | 13 | A Percentage of AUM |
| 10 | ALLEGHENY FINANCIAL GROUP LTD Stone Quarry Crossing, 811 Camp Horne Road, Suite 100 Pittsburgh, PA, 15237 | $3,789,857,601 | 10726 | 101 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES) |
| 11 | STALEY CAPITAL ADVISERS INC One Oxford Centre, 301 Grant Street, Suite 3950 Pittsburgh, PA, 15219 | $2,222,319,107 | 925 | 12 | A Percentage of AUM |
| 12 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP One Ppg Place, Suite 1700, Pittsburgh, PA, 15222 | $2,175,010,746 | 1894 | 29 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED 285 Kappa Drive, Suite 220 Pittsburgh, PA, 15238 | $1,857,827,000 | 1315 | 15 | A Percentage of AUM, Fixed Fees |
| 14 | COOKSON PEIRCE WEALTH MANAGEMENT 530 William Penn Place, Pittsburgh, PA, 15219 | $1,813,874,280 | 908 | 25 | A Percentage of AUM |
| 15 | FRAGASSO FINANCIAL ADVISORS 610 Smithfield Street, Suite 400 Pittsburgh, PA, 15222 | $1,787,815,842 | 5076 | 36 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Pittsburgh, Pennsylvania
QualificationsFirm CRD# 105138
Assets Under Management $420,303,833,453
No. Of Clients80
Clients Per Financial Advisor1
FEDERATED INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $420B assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
Financial Planning Services
- Portfolio Management for Investment
- Selection of Other Advisors
QualificationsFirm CRD# 105325
Assets Under Management $164,772,846,686
No. Of Clients6832
Clients Per Financial Advisor33
FEDERATED INVESTMENT COUNSELING is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $165B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6832 clients. The team consists of 210 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 128610
Assets Under Management $27,678,535,445
No. Of Clients17
Clients Per Financial Advisor1
FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $28B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 129052
Assets Under Management $21,629,770,547
No. Of Clients152386
Clients Per Financial Advisor125
PNC INVESTMENTS is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 152386 clients. The team consists of 1218 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 109515
Assets Under Management $5,727,497,992
No. Of Clients1302
Clients Per Financial Advisor29
FNB WEALTH MANAGEMENT is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1302 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 158858
Assets Under Management $5,294,505,734
No. Of Clients21
Clients Per Financial Advisor0
INCLINE EQUITY PARTNERS is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 111936
Assets Under Management $5,191,844,800
No. Of Clients37
Clients Per Financial Advisor1
GREYCOURT & CO., INC. is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 281385
Assets Under Management $4,302,944,245
No. Of Clients8521
Clients Per Financial Advisor123
FORT PITT CAPITAL GROUP, LLC is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8521 clients. The team consists of 69 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (REVENUE SHARING WITH AFFILIATES (FRS AND FTCS))
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 159506
Assets Under Management $4,252,170,438
No. Of Clients13797
Clients Per Financial Advisor1061
JANNEY CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13797 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 104690
Assets Under Management $3,789,857,601
No. Of Clients10726
Clients Per Financial Advisor106
ALLEGHENY FINANCIAL GROUP LTD is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10726 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 107118
Assets Under Management $2,222,319,107
No. Of Clients925
Clients Per Financial Advisor77
STALEY CAPITAL ADVISERS INC is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 925 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 128591
Assets Under Management $2,175,010,746
No. Of Clients1894
Clients Per Financial Advisor65
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1894 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 108400
Assets Under Management $1,857,827,000
No. Of Clients1315
Clients Per Financial Advisor88
GUYASUTA INVESTMENT ADVISORS, INCORPORATED is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1315 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 110729
Assets Under Management $1,813,874,280
No. Of Clients908
Clients Per Financial Advisor36
COOKSON PEIRCE WEALTH MANAGEMENT is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 908 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
QualificationsFirm CRD# 123255
Assets Under Management $1,787,815,842
No. Of Clients5076
Clients Per Financial Advisor141
FRAGASSO FINANCIAL ADVISORS is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5076 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.