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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 - May 23, 2024

Pittsburgh has 4 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

advisor-photo
vector.svg VERIFIED

Michael 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

advisor-photo
vector.svg VERIFIED

Rebecca 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

advisor-photo

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

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Pittsburgh, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue,
Pittsburgh, PA, 15222-3779
$420,303,833,45380101
A Percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
2
FEDERATED INVESTMENT COUNSELING
1001 Liberty Avenue,
Pittsburgh, PA, 15222-3779
$164,772,846,6866832210
A Percentage of AUM, Performance Based
3
FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA
1001 Liberty Avenue,
Pittsburgh, PA, 15222-3779
$27,678,535,4451715
A Percentage of AUM
4
PNC INVESTMENTS
300 Fifth Avenue, 26th Floor
Pittsburgh, PA, 15222-2722
$21,629,770,5471523861218
A Percentage of AUM
5
FNB WEALTH MANAGEMENT
One North Shore, 12 Federal Street, Suite #400
Pittsburgh, PA, 15212
$5,727,497,992130245
A Percentage of AUM, Fixed Fees
6
INCLINE EQUITY PARTNERS
625 Liberty Avenue, Eqt Plaza - Suite 2300
Pittsburgh, PA, 15222
$5,294,505,7342162
A Percentage of AUM, Performance Based
7
GREYCOURT & CO., INC.
2100 Wharton Street, Suite 600
Pittsburgh, PA, 15203
$5,191,844,8003743
A Percentage of AUM, Fixed Fees
8
FORT PITT CAPITAL GROUP, LLC
680 Andersen Drive, Foster Plaza Ten -- Suite 350
Pittsburgh, PA, 15220
$4,302,944,245852169
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
$4,252,170,4381379713
A Percentage of AUM
10
ALLEGHENY FINANCIAL GROUP LTD
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100
Pittsburgh, PA, 15237
$3,789,857,60110726101
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
$2,222,319,10792512
A Percentage of AUM
12
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
One Ppg Place, Suite 1700,
Pittsburgh, PA, 15222
$2,175,010,746189429
A Percentage of AUM, Hourly charges, Fixed Fees
13
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
285 Kappa Drive, Suite 220
Pittsburgh, PA, 15238
$1,857,827,000131515
A Percentage of AUM, Fixed Fees
14
COOKSON PEIRCE WEALTH MANAGEMENT
530 William Penn Place,
Pittsburgh, PA, 15219
$1,813,874,28090825
A Percentage of AUM
15
FRAGASSO FINANCIAL ADVISORS
610 Smithfield Street, Suite 400
Pittsburgh, PA, 15222
$1,787,815,842507636
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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

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