Fiduciary advisors in Pittsburgh, PA

51 registered advisers

Pittsburgh is a city reinvented around healthcare (UPMC) and robotics, with old-money steel fortunes still influencing the estate planning landscape, and 51 SEC-registered fiduciary firms serve local investors. Roughly 90% of registered fiduciary firms here are fee-only, totaling 46 practices.

ABSOLUTE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #121484
Typical Fee--
AUM$554M
Minimum--
Clients2,137

AGILITY EQUITY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #338602
Typical Fee--
AUM$173M
Minimum--
Clients11

ALLEGHENY FINANCIAL GROUP LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #104690
Typical Fee--
AUM$4.9B
Minimum--
Clients12,950

ALLEGHENY INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #7597
Typical Fee--
AUM$634M
Minimum--
Clients2,990

ATMOS ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #160087
Typical Fee--
AUM$181M
Minimum--
Clients295

COMMONWEALTH INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #106292
Typical Fee--
AUM$1.2B
Minimum--
Clients61

COMPASS INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #141323
Typical Fee--
AUM$85M
Minimum--
Clients412

CONTINUIM EQUITY PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #328788
Typical Fee--
AUM$349M
Minimum--
Clients7

COOKSON PEIRCE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #110729
Typical Fee--
AUM$2.3B
Minimum--
Clients2,347

D.B. ROOT & COMPANY, LLC

Clean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #188512
Typical Fee--
AUM$830M
Minimum--
Clients2,536

DWD PORTFOLIO SOLUTIONS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #121435
Typical Fee--
AUM$221M
Minimum--
Clients749

EWA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #308977
Typical Fee--
AUM$751M
Minimum--
Clients2,602

FEDERATED ADVISORY SERVICES COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #128611
Typical Fee--
AUM--
Minimum--
Clients--

FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #128610
Typical Fee--
AUM$12.8B
Minimum--
Clients13

FEDERATED INVESTMENT COUNSELING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #105325
Typical Fee--
AUM$199.6B
Minimum--
Clients8,579

FEDERATED INVESTMENT MANAGEMENT COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #105138
Typical Fee--
AUM$542.4B
Minimum--
Clients77

FEDERATED SECURITIES CORP.

Clean RecordAlso Compensated via Brokerage
Pittsburgh, PennsylvaniaCRD #5009
Typical Fee--
AUM--
Minimum--
Clients--

GREYCOURT & CO., INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #111936
Typical Fee--
AUM$5.5B
Minimum--
Clients44

GUYASUTA INVESTMENT ADVISORS, INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #108400
Typical Fee--
AUM$2.4B
Minimum--
Clients1,389

HAPANOWICZ FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #157523
Typical Fee1.00%
AUM$622M
Minimum--
Clients1,016

HEALTHVIEW ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #141884
Typical Fee0.25%
AUM$100M
Minimum--
Clients180

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #333732
Typical Fee1.00%
AUM$327M
Minimum--
Clients1,349

HENRY H. ARMSTRONG ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #105510
Typical Fee--
AUM$1.2B
Minimum--
Clients530

HUNTER ASSOCIATES LLC

Clean RecordAlso Compensated via Brokerage
Pittsburgh, PennsylvaniaCRD #30177
Typical Fee--
AUM$1.2B
Minimum--
Clients2,334

HUNTER PRIVATE CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Pittsburgh, PennsylvaniaCRD #333651
Typical Fee1.00%
AUM--
Minimum--
Clients--

INCLINE EQUITY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #158858
Typical Fee--
AUM$5.7B
Minimum--
Clients29

INTERCHANGE CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #309314
Typical Fee2.75%
AUM$596M
Minimum--
Clients1,266

KAILASA CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #286159
Typical Fee--
AUM$276M
Minimum--
Clients352

KAPUSTA FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #123349
Typical Fee--
AUM$200M
Minimum--
Clients971

LEGEND FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #108207
Typical Fee--
AUM$335M
Minimum--
Clients1,103

MARATHON STRATEGIC ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #117108
Typical Fee--
AUM$130M
Minimum--
Clients540

MELLON INVESTMENTS CORPORATION

Fee-OnlyAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #105764
Typical Fee--
AUM$763.7B
Minimum--
Clients533

MFA WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #171984
Typical Fee--
AUM$529M
Minimum--
Clients2,045

MILESTONE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #310441
Typical Fee--
AUM$691M
Minimum--
Clients3,229

MORALIS TECHNOLOGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #316221
Typical Fee--
AUM$52M
Minimum--
Clients80

OAK TREE INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #111095
Typical Fee--
AUM$164M
Minimum--
Clients214

OXFORD REAL ESTATE ADVISORS INC

Clean RecordAlso Compensated via Insurance
Pittsburgh, PennsylvaniaCRD #107209
Typical Fee--
AUM$117M
Minimum--
Clients1

PNC STEEL CITY ADVISORS, LLC

Fee-Only, No Conflicts
Pittsburgh, PennsylvaniaCRD #172658
Typical Fee--
AUM$1.7B
Minimum--
Clients3

PNC WEALTH MANAGEMENT

Also Compensated via Brokerage
Pittsburgh, PennsylvaniaCRD #129052
Typical Fee2.00%
AUM$26.5B
Minimum--
Clients157,533

PRIMESOLUTIONS ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #110085
Typical Fee--
AUM$403M
Minimum--
Clients3

QUATTRO ADVISORS L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #146438
Typical Fee--
AUM$516M
Minimum--
Clients1,403

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Fee-Only, No Conflicts
Pittsburgh, PennsylvaniaCRD #128591
Typical Fee--
AUM$2.9B
Minimum--
Clients2,015

STALEY CAPITAL ADVISERS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #107118
Typical Fee--
AUM$2.9B
Minimum--
Clients1,033

STEEL TOWER INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #166742
Typical Fee--
AUM$301M
Minimum--
Clients233

STOCK SNIPS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #322544
Typical Fee--
AUM--
Minimum--
Clients--

THE COURY FIRM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #289145
Typical Fee--
AUM$1.2B
Minimum--
Clients1,007

TREBUCHET CONSULTING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #166645
Typical Fee--
AUM$921M
Minimum--
Clients953

US ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #124234
Typical Fee--
AUM$321M
Minimum--
Clients42

VENATOR MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #310406
Typical Fee--
AUM$428M
Minimum--
Clients76

VISTA INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #116068
Typical Fee--
AUM$286M
Minimum--
Clients530

WMS WEALTH PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #305481
Typical Fee--
AUM$315M
Minimum--
Clients732
Fiduciary Advisors in Pittsburgh, Pennsylvania | FiduciaryListings