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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 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 registration checks. 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 24, 2025Pittsburgh has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 55 non-vetted advisors in your local area. These retirement advisors in Pittsburgh, Pennsylvania have an average of 32 years of experience.
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List of Qualified Retirement Planning Advisors in Pittsburgh, Pennsylvania
VERIFIEDTransparent Financial Solutions
CFP®, CLU®, ChFC®
Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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 | 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $501,645,588,245 | 80 | 101 | A percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.) |
| 2 | 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $185,452,168,971 | 7838 | 215 | A percentage of AUM, Performance Based |
| 3 | 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $26,177,360,509 | 17 | 14 | A percentage of AUM |
| 4 | 300 Fifth Avenue, 26th Floor Pittsburgh, PA, 15222-2722 | $23,895,732,856 | 152189 | 1475 | A percentage of AUM |
| 5 | 626 Washington Place, Pittsburgh, PA, 15219 | $6,344,187,219 | 1186 | 51 | A percentage of AUM, Fixed fees |
| 6 | 625 Liberty Avenue, Eqt Plaza - Suite 2300 Pittsburgh, PA, 15222 | $5,499,892,574 | 26 | 80 | A percentage of AUM, Performance Based |
| 7 | One Ppg Place, Suite 2200 Pittsburgh, PA, 15222 | $5,266,681,858 | 14870 | 12 | A percentage of AUM |
| 8 | 2100 Wharton Street, Suite 600 Pittsburgh, PA, 15203 | $5,091,189,265 | 32 | 42 | A percentage of AUM, Fixed fees |
| 9 | Stone Quarry Crossing, 811 Camp Horne Road, Suite 100 Pittsburgh, PA, 15237 | $4,472,173,015 | 12226 | 101 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES) |
| 10 | One Ppg Place, Suite 1700, Pittsburgh, PA, 15222 | $2,614,783,099 | 2036 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | One Oxford Centre, 301 Grant Street, Suite 3950 Pittsburgh, PA, 15219 | $2,545,851,179 | 1001 | 13 | A percentage of AUM |
| 12 | 1000 Commerce Drive, 2nd Floor Pittsburgh, PA, 15275 | $2,371,597,590 | 2 | 10 | A percentage of AUM, Performance Based |
| 13 | 285 Kappa Drive, Suite 220 Pittsburgh, PA, 15238 | $2,353,148,000 | 1358 | 15 | A percentage of AUM, Fixed fees |
| 14 | 107 Mt. Nebo Pointe, Suite 200 Pittsburgh, PA, 15237 | $2,125,447,761 | 7141 | 31 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 530 William Penn Place, Pittsburgh, PA, 15219 | $1,924,727,747 | 2074 | 24 | A percentage of AUM |
Information on Top Retirement Planning firms in Pittsburgh, Pennsylvania
QualificationsFirm CRD# 105138
Assets Under Management $501,645,588,245
No. Of Clients80
Clients Per Financial Advisor1
FEDERATED INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $502B 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 companies
- Selection for other advisors
QualificationsFirm CRD# 105325
Assets Under Management $185,452,168,971
No. Of Clients7838
Clients Per Financial Advisor36
FEDERATED INVESTMENT COUNSELING is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $185B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7838 clients. The team consists of 215 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.)
QualificationsFirm CRD# 128610
Assets Under Management $26,177,360,509
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 $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 14 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 companies
- Selection for other advisors
QualificationsFirm CRD# 129052
Assets Under Management $23,895,732,856
No. Of Clients152189
Clients Per Financial Advisor103
PNC INVESTMENTS is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 152189 clients. The team consists of 1475 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109515
Assets Under Management $6,344,187,219
No. Of Clients1186
Clients Per Financial Advisor23
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 1186 clients. The team consists of 51 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 158858
Assets Under Management $5,499,892,574
No. Of Clients26
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 26 clients. The team consists of 80 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 vehicles
QualificationsFirm CRD# 159506
Assets Under Management $5,266,681,858
No. Of Clients14870
Clients Per Financial Advisor1239
JANNEY CAPITAL MANAGEMENT LLC 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 14870 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111936
Assets Under Management $5,091,189,265
No. Of Clients32
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 32 clients. The team consists of 42 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (COLLABORATIVE SOLUTIONS, CONSULTING)
QualificationsFirm CRD# 104690
Assets Under Management $4,472,173,015
No. Of Clients12226
Clients Per Financial Advisor121
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 12226 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 128591
Assets Under Management $2,614,783,099
No. Of Clients2036
Clients Per Financial Advisor75
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2036 clients. The team consists of 27 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 107118
Assets Under Management $2,545,851,179
No. Of Clients1001
Clients Per Financial Advisor77
STALEY CAPITAL ADVISERS INC is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1001 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 323370
Assets Under Management $2,371,597,590
No. Of Clients2
Clients Per Financial Advisor0
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC 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 2 clients. The team consists of 10 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 vehicles
QualificationsFirm CRD# 108400
Assets Under Management $2,353,148,000
No. Of Clients1358
Clients Per Financial Advisor91
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 1358 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 133561
Assets Under Management $2,125,447,761
No. Of Clients7141
Clients Per Financial Advisor230
BILL FEW ASSOCIATES, 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 7141 clients. The team consists of 31 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 110729
Assets Under Management $1,924,727,747
No. Of Clients2074
Clients Per Financial Advisor86
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 2074 clients. The team consists of 24 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
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