View Profile
Cotton Mather Accounting Group
- 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.”
Best Financial Advisors in Pittsburgh, PA
24 firms listed · 23 in Pittsburgh · 1 open 24/7 · 5 open weekends · 20 rated 4.5+
Data verified October 18, 2026
View Profile
Equilibrium Wealth Advisors
- Future
- Advice
- Communication
“If you're looking for insightful, informative and sound financial guidance to achieve your goals for retirement and building wealth, EWA is the place.”
View Profile
The Speakman Financial Group
- Questions
“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.”
View Profile
McCall Scanlon & Tice
- Communication
“Professional, Quick, and good communication!!!!!”
View Profile
Dean A. Ponterio, CPA
“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.”
View Profile
Lange Financial Group
“I have been using Jim and his associates for financial planning, tax returns, wills etc and find everyone involved to be smart and trustworthy.”
The 24 firms listed for Pittsburgh, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Pittsburgh, PA
Of the 24 firms we list here, 23 are in Pittsburgh itself and 1 comes from Valencia (20 mi). The firms on this page are rated from 4.0 to 5.0 across 251 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. 1 is open around the clock; 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), financial planning (3), our team (3), retirees (3) and bookkeeping (2). 8 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 55 years. 1 offers urgent consultations; 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 22 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Pittsburgh offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
View Profile
Stonewood Capital Management
“Nancy is the finest gatekeeper in Pittsburgh.”
View Profile
Signature Financial Planning
“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.”
View Profile
William P. Egan, CPA
“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.”
View Profile
Davis, Davis & Associates
- Payroll
“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.”
View Profile
Delgreco Tax and Insurance
- Questions
“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.”
View Profile
DWD Portfolio Solutions
- Questions
- Communication
- Retirement
“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.”
View Profile
Wealth Advisor Training
“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.”
View Profile
Wright Associates
- Team
- Advisor
- Tax
“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.”
View Profile
Xpyria Investment Advisors
- 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.”
View Profile
North River Wealth Advisors
- 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.”
View Profile
The Advisors Group of Pittsburgh
“They are always quick to help as well as their staff”
View Profile
Beratung Advisors - East
“Awesome customer service and good results even in challenging financial times.”
View Profile
Axias Wealth Advisors
“The Axias team has helped me every step of the way through building my financial success plan from retirement, life and disability insurance, to personal financial goals.”
View Profile
Waypoints Financial Services
- Debt
- Accountability
- Budget
“He has helped us achieve a far greater understanding of our finances, taught us how to create an effective budget, and motivated us to work towards financial freedom.”
View Profile
Dipardo Eremic & Co.
“Mike Masters is a knowledgeable and trusted CPA”
View Profile
Marsico Financial Group
“As a small business owner, I wear so many hats on any given day, so having Vince to rely and depend on for so many important parts of our accounting brings such a sense of peace to an otherwise incredibly busy, fast-paced business.”
View Profile
Coleman Financial Services
- Company
- Questions
- Retirement Planning
“Mike, the financial advisor I've been working with is honest and straightforward when it comes to answering any questions I might have about investing.”
View Profile
Maniet Financial Services Network
“Great Company!”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
