GREYCOURT & CO., INC.
Pittsburgh, PA
AUM
$6.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
412-361-0100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA, PITTSBURGH
46 advisers found
ALLEGHENY FINANCIAL GROUP
Pittsburgh, PA
AUM
$5.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
412-367-3880
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
Pittsburgh, PA
AUM
$3.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
412-697-5200
COOKSON PEIRCE WEALTH MANAGEMENT
Pittsburgh, PA
AUM
$2.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM
412-471-5320
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
Pittsburgh, PA
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
412-447-4560
HUNTER ASSOCIATES LLC
Pittsburgh, PA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-471-4191
THE COURY FIRM
Pittsburgh, PA
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
412-261-5744
HENRY H. ARMSTRONG ASSOCIATES, INC.
Pittsburgh, PA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
412-471-1551
TREBUCHET CONSULTING, LLC
Pittsburgh, PA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
412-388-0715
D.B. ROOT & COMPANY, LLC
Pittsburgh, PA
AUM
$952.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
412-227-2800
EWA, LLC
Pittsburgh, PA
AUM
$750.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(412) 288-2363
INTERCHANGE CAPITAL PARTNERS
Pittsburgh, PA
AUM
$743.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
412-307-4230
ALLEGHENY INVESTMENTS
Pittsburgh, PA
AUM
$742.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
412-367-3880
MILESTONE ASSET MANAGEMENT, LLC
Pittsburgh, PA
AUM
$690.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-643-3058
QUATTRO ADVISORS L.L.C.
Pittsburgh, PA
AUM
$661.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(412) 586-5406
HAPANOWICZ FINANCIAL
Pittsburgh, PA
AUM
$622.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME
412-261-5966
MFA WEALTH ADVISORS, LLC
Pittsburgh, PA
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
412-343-8700
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
Pittsburgh, PA
AUM
$406.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-261-3333
LEGEND FINANCIAL ADVISORS INC
Pittsburgh, PA
AUM
$389.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-635-9210
WMS WEALTH PLANNERS
Pittsburgh, PA
AUM
$314.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-781-7100
KAILASA CAPITAL MANAGEMENT LLC
Pittsburgh, PA
AUM
$298.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
(571) 313-0873
STEEL TOWER INVESTMENTS
Pittsburgh, PA
AUM
$258.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
412-586-2060
DWD PORTFOLIO SOLUTIONS, INC.
Pittsburgh, PA
AUM
$248.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
412-341-6642
KAPUSTA FINANCIAL GROUP
Pittsburgh, PA
AUM
$199.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-851-1400
Page 1 of 2Next