Best Financial Advisors in Pittsburgh, PA

The highest-rated Financial Planning & Wealth Management companies out of 113 vetted & reviewed in the Pittsburgh area.

Cotton Mather Accounting Group

Cotton Mather Accounting Group

(48)
  • Organized
  • Trust
  • Small Business
“Cotton and his team learn who you are, understand your unique situation, and they apply all that they know to help put your hard earned money back into your pocket.”
Licensed, BBB Rating: A+
In Business Since 1988
Accepts Cash, Check
4550 McKnight Rd Ste 208, Pittsburgh, PA
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Equilibrium Wealth Advisors

Equilibrium Wealth Advisors

(50)
Corporate Leaders, Physicians, Retirees
“If you're looking for insightful, informative and sound financial guidance to achieve your goals for retirement and building wealth, EWA is the place.”
In Business Since 2020
381 Mansfield Ave Suite 200A, Pittsburgh, PA
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W A Gregory & Associates: Certified Public Accountants

W A Gregory & Associates: Certified Public Accountants

Industries, Business Services, Services For Individuals
“We advise you so that you can make educated financial decisions to meet your personal and professional goals. For more information about our services, contact us today.”
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1977
60 Terence Dr #201, Pittsburgh, PA
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The Speakman Financial Group

The Speakman Financial Group

(7)
Guided Wealth Portfolios, Complimentary Consultation, Young Professionals
“When the time came that I needed assistance in a short period of time before starting a new job and rolling over an account, I feel like everyone at Speakman Financial jumped in to help.”
Licensed, BBB Rating: A+
In Business Since 1985
Accepts All Major Credit Cards
2 Penn Center Blvd #325, Pittsburgh, PA
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Maizlech Jeffrey H CPA

Maizlech Jeffrey H CPA

(1)
“This is my first year with them and I am now going to return for all my tax related needs!”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 1987
Transparent Fees & Pricing
1824 Murray Ave #200, Pittsburgh, PA
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Dean A. Ponterio, CPA

Dean A. Ponterio, CPA

(6)
“Of course they do a great job with the year-end tax filings, but also always there to pick up the phone and help give advice or explanation on the little things that come up from time to time.”
Licensed, BBB Rating: A+
In Business Since 1993
Accepts Debit, Check, Paypal, All Major Credit Cards
180 PA-51, Pittsburgh, PA
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McCall Scanlon & Tice

McCall Scanlon & Tice

(2)
Irs Representation and Attest Services, Pro-Advisor Quickbooks Expertise, Business Valuations
“Professional, Quick, and good communication!!!!!”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2008
Accepts All Major Credit Cards
5500 Corporate Dr # 240, Pittsburgh, PA
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Lange Financial Group

Lange Financial Group

(1)
Lange CPA, Careerslange CPA, Media Information
“I have been using Jim and his associates for financial planning, tax returns, wills etc and find everyone involved to be smart and trustworthy.”
Licensed, BBB Rating: A+
In Business Since 1992
Accepts All Major Credit Cards
2200 Murray Ave, Pittsburgh, PA
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Quinerly Financial Group

Quinerly Financial Group

(5)
Non-Profit Finances, Business Finances, Tax Services
“Efficient, friendly and knowledgeable.”
Licensed, BBB Rating: A+
In Business Since 2019
Free Initial Consultation
901 Western Ave Ste 208C, Pittsburgh, PA
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Signature Financial Planning

Signature Financial Planning

(1)
“He met with me at my office, took time to get to know me and asked great questions so that he had a clear picture of my current circumstances and life & investment goals.”
Licensed, BBB Rating: A+
In Business Since 1994
1301 Grandview Ave, Pittsburgh, PA
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Stonewood Capital Management

Stonewood Capital Management

(1)
“Nancy is the finest gatekeeper in Pittsburgh.”
Licensed, BBB Rating: A+
In Business Since 1996
209 Fourth Ave, Pittsburgh, PA
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Schwartz Montoya Legal

Schwartz Montoya Legal

(16)
Estate & Trust Administration, Estate & Retirement Planning
“We were both married previously and therefore, we have some special circumstances requiring some creative legal ways to do our wills and save tax dollars.”
In Business Since 2023
2212 Murray Ave, Pittsburgh, PA
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B. Rose CPA

B. Rose CPA

“And if you're not quite ready, that's OK. How about learning more about us, though? Just take a few seconds to download our complimentary report "The 10 Biggest Tax Mistakes That Cost Thousands." You'll also be subscribed to our weekly "Buzz's Busine...”
Licensed, BBB Rating: A+
In Business Since 2015
200 Dinsmore Ave, Pittsburgh, PA
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William P. Egan, CPA

William P. Egan, CPA

(3)
Payroll Services, Bookkeeping, Financial Planning
“As Bill also has access to my Quick Books Online, he is able to support me and even point out how I can be better at Transaction Management, Chart of Accounts, and provides sold advice overall.”
Licensed, BBB Rating: A+
In Business Since 2009
Caste Village Shoppes, 5301 Grove Rd, Pittsburgh, PA
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Davis, Davis & Associates

Davis, Davis & Associates

(9)
Tax Preparation, Tax Planning
“I have been using Davis, Davis and Associates for about 4 years now and I am very happy with the responsiveness of staff and the professionalism they express through all transactions.”
Free Initial Consultation
In Business Since 2002
2740 Smallman St Suite 310, Pittsburgh, PA
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Complete Business Services

Complete Business Services

(6)
“Michael Dell and the people at Complete Business Services in Penn Hills know what they are doing, they are very efficient and have been great to work with.”
Licensed, BBB Rating: A+
In Business Since 2006
Accepts Invoicing available
7329 Saltsburg Rd, Pittsburgh, PA
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Delgreco Tax and Insurance

Delgreco Tax and Insurance

(11)
Lifestyle, Tax, Money
“Our taxes are usually done within a week or so and they always call if there are any questions about our returns and they e file so our returns are done quickly and as secure as possible.”
In Business Since 2010
4701 Baptist Rd #100, Pittsburgh, PA
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H2R CPA

H2R CPA

(5)
Rapid Refunds, Out-of-State Returns, Forensic Accounting
“Joe Dickert is my CPA both personally and for my business.”
Licensed
In Business Since 1963
Accepts Cash
875 Greentree Road Seven, Parkway Center Dr S suite 1000, Pittsburgh, PA
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DWD Portfolio Solutions

DWD Portfolio Solutions

(8)
Fire Company & Fire Relief Associations, Institutional, Retirees
“I truly appreciate Sam's patience, attention to the details I don't want to pay attention to, and guidance in making decisions about my financial future.”
In Business Since 2018
Manor Oak TWO, 1910 Cochran Rd Suite 103, Pittsburgh, PA
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Wealth Advisor Training

Wealth Advisor Training

(2)
“The WAT team has done the FA community a great service building out the processes and documenting the systems that make firm building simple and inevitable.”
Emergency Services
In Business Since 2021
381 Mansfield Ave Suite 200A, Pittsburgh, PA
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Xpyria Investment Advisors

Xpyria Investment Advisors

(6)
  • Financial
  • Retirement
“I made the switch to XPYRIA and they have not only helped with investment management, but their financial planning services have been profoundly helpful as I move into the retirement phase of my life.”
Free Initial Consultation
In Business Since 2006
Two Gateway Center, 603 Stanwix St #1850, Pittsburgh, PA
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Wright Associates

Wright Associates

(6)
Risk Management, Retirement Income, Social Security Timing & Medicare Claiming
“I also gain comfort in the experienced team around Kyle at Wright Associates and know they're constantly looking for ways to increase the risk-adjusted returns on my portfolio.”
In Business Since 2012
61 McMurray Rd #204, Pittsburgh, PA
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North River Wealth Advisors

North River Wealth Advisors

(10)
  • Communication
  • Retirement
  • Market
“He's always been extremely intelligent and a very focused individual not to mention successful and most importantly a very devoted husband and father to his children.”
In Business Since 2022
5800 Corporate Dr Suite 300, Pittsburgh, PA
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Beratung Advisors - East

Beratung Advisors - East

(1)
Vision, Mission, Core Values
“Awesome customer service and good results even in challenging financial times.”
Transparent Fees & Pricing
In Business Since 2015
645 Rodi Rd #300, Pittsburgh, PA
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Retirement Planning and Investment Management Services in Pittsburgh, PA Cost Estimates

Minimum cost
$1232
Maximum cost
$10468
National Average
$3695
Avg Per Hour Rates
$370
$2463
$6774
Average price range is based on 496 cost profiles
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Average Cost $3695
Minimum cost $1232
Maximum cost $10468
Avg Per Hour Rates $370

Average range $2463 to $6774 is based on 496 cost profiles.

Why these companies made our list

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