Best Financial Advisors in Pittsburgh, PA

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

Equilibrium Wealth Advisors

Equilibrium Wealth Advisors

(50)
Corporate Leaders, Physicians, Retirees
“They have provided us with all the necessary information and tools to help us plan for retirement and the necessary assistance with our investment portfolio.”
In Business Since 2020
381 Mansfield Ave Suite 200A, Pittsburgh, PA
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The Musuneggi Financial Group

The Musuneggi Financial Group

(1)
Business, Individuals
“Mary Grace, Chris, and Christine are nothing but extraordinary!”
Family Business
Licensed, BBB Rating: A+
In Business Since 2012
Free Initial Consultation
1910 Cochran Rd # 520, 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 2020
Free Initial Consultation
901 Western Ave Ste 208C, Pittsburgh, PA
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W A Gregory & Associates: Certified Public Accountants

W A Gregory & Associates: Certified Public Accountants

“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.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
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 1984
Accepts All Major Credit Cards
2 Penn Center Blvd #325, Pittsburgh, PA
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Gateway Wealth Strategies

Gateway Wealth Strategies

(1)
Long-Term Care Planning, Life Insurance, Individual Retirement Income Planning
“Kevin is great to work with”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2014
Accepts All Major Credit Cards
300 Bilmar Dr Ste 200, Pittsburgh, PA
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Louis Plung & Company

Louis Plung & Company

(5)
Business Succession Planning, Mergers & Acquisitions, Estate Planning
“They gave me tax advice and met all my expectations.”
Licensed, BBB Rating: A+
In Business Since 1925
Accepts Cash, Check
420 Fort Duquesne Blvd #1900, 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 1986
Transparent Fees & Pricing
1824 Murray Ave #200, 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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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 1994
Accepts Debit, Check, Paypal, All Major Credit Cards
180 PA-51, Pittsburgh, PA
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Lange Financial Group

Lange Financial Group

(1)
Careerslange CPA, Lange CPA, Prior Speaking Engagements
“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 1991
Accepts All Major Credit Cards
2200 Murray Ave, 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 1995
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 1997
209 Fourth 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 2012
200 Dinsmore Ave, Pittsburgh, PA
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Michalik & Daniels

Michalik & Daniels

(4)
Payroll Services, IRS Representation, Quickbooks Accounting Help
“Great place to have your taxes done!!”
Licensed
In Business Since 1991
Accepts Cash, Check
934 Western 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 2008
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

(5)
“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 2005
Accepts Invoicing available
7329 Saltsburg Rd, Pittsburgh, PA
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H2R CPA

H2R CPA

(4)
Rapid Refunds, Out-of-State Returns, Forensic Accounting
“Joe Dickert is my CPA both personally and for my business.”
Licensed
In Business Since 1960
Accepts Cash
875 Greentree Road Seven, Parkway Center Dr S Suite 1000, Pittsburgh, PA
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Schwartz Montoya Legal

Schwartz Montoya Legal

(10)
Estate & Trust Administration, Estate & Retirement Planning
“What stands out in the firm's service are: Savvy about taxes & investing related to estate distributions; creative ideas about both discerning legacy goals, and developing plans to achieve and implement those; a satisfying collaborative process in wh...”
In Business Since 2023
2212 Murray Ave, Pittsburgh, PA
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Riverfront Financial

Riverfront Financial

(13)
  • Investing
  • Knowing
  • Family
“Her email and text response rate and the thorough quality of the Information she provides, PLUS the time you can tell she puts in for you, is quite impressive!”
In Business Since 2017
734 W Ingomar Rd, Pittsburgh, PA
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Aptus Wealth Planning

Aptus Wealth Planning

(19)
Tax Planning, Private Client Services, Legacy Planning
“I worked with him for many years while he was at Ameriprise and have been very impressed since he started his own independent wealth management firm 5 + years ago.”
Accepts All Major Credit Cards
In Business Since 2012
1 Bigelow Sq 20th floor, 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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Delgreco Tax and Insurance

Delgreco Tax and Insurance

(7)
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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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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