A city with Gilded Age Sites that sits at the junction of three rivers in western Pennsylvania, Pittsburgh is home to emerging industries in advanced manufacturing, healthcare, energy, and information technology. It has a wonderful history of wealth and people with old and new money alike live in the city, creating a need for financial advisors to help people perhaps much like yourself have more control over their fiscal future. To that end, we did some research to determine the best options in the city.
Here are our top five choices for financial advisory firms in Pittsburgh, PA:
Fort Pitt Capital Group, LLC
Our top choice is Fort Pitt Capital Group, LLC, which has a bit more than $2.5 billion in assets under its management. It’s one of the largest firms in the city and comes with a large, experienced staff who can cover issues brought up in a variety of different subtopics. Their goal is to provide you with precisely the advice and expert you need.
The firm mainly offers financial advisory and investment management services and serves both individuals and institutions. They help their clients by assisting them in organizing their financial lives as well as managing their portfolios, maximizing returns.
Fort Pitt Capital Group, LLC is a fee-based firm that has a $500,000 minimum account requirement to work with them.
You can expect the following working with Fort Pitt Capital Group:
- A large staff that will provide you with superior customer service.
- A firm that sticks to its plan regardless of minor market fluctuations.
- The use of three different strategies depending on what you might need.
CooksonPeirce Wealth Management
One of the oldest firms on the list, CooksonPeirce Wealth Management has over $1.4 billion in assets under its management. They offer financial planning services, asset management services, retirement planning, and tax planning. They mainly serve high-net-worth individuals. However, they still serve non-high-net-worth individuals, endowments, foundations, pension, and trusts.
They work diligently and ensure you never walk alone on your financial path. They claim to love winners as much as they love numbers. You will be able to enjoy your time, as they are capable of handling everything for you with your best interests in mind.
CooksonPeirce Wealth Management is a fee-only firm that has a $1 million minimum account requirement to work with them.
You can expect the following working with CooksonPeirce Wealth Management.
- A firm that adopts a quantitative selection methodology that removes emotions or subjectivity from the investment selection process.
- Exclusive services that are tailored to suit all the needs of different clients.
- Experience in tackling complex financial problems.
Guyasuta Investment Advisors
Founded in 1983, Guyasuta Investment Advisors has more than $1.3 billion in assets under its management. With over 35 years of history, you can expect to work with a team of advisors with a great amount of collective experience.
They are committed to their clients and use a realistic plan that mainly focuses on your overall financial goals. The firm mostly provides financial planning and wealth management services. They serve individuals, government entities, pension plans, charitable organizations, and corporations.
Guyasuta Investment Advisors, Inc is a fee-only firm that has a $1 million minimum account requirement to work with them.
You can expect the following working with Guyasuta Investment Advisors:
- A firm that uses two strategies, a fixed income philosophy and an equity philosophy, when creating plans for clients.
- A high level of access to your advisory team and services.
- A highly experienced firm that has solved a multitude of financial problems for their clients.
The Coury Firm
With $765 million in assets under its management, The Coury Firm is managed by the Coury Family and was recently founded in 2018. They work with individuals, families, pension plans, pooled investment vehicles, corporations, trusts, foundations, and charitable organizations.
The fact that the firm was formed recently doesn’t imply that it doesn’t have experienced individuals. The principals in the firm have been in the financial advisory industry since 1984.
The Coury Firm is a fee-only firm that has no set minimum account requirement to work with them, but they do have a minimum annual fee of $30,000.
You can expect the following working with The Coury Firm:
- A balance between managing risk and earning a steady income from a portfolio.
- The use of published information and proprietary tools.
- An experienced and friendly staff.
Hunters Associates has been in business since 1992 and has over $644 million in assets under its management. They combine brokerage and investment services in order to best achieve their clients’ financial goals. The firm provides services that include financial planning, individual portfolio management, retirement strategies, college funding, estate planning, tax planning, legacy planning, and philanthropic planning.
They utilize a two-step process that starts by engaging the client in creating an individualized investment philosophy, and then selects the appropriate securities via the use of outside sources and research tools. This process should result in optimized returns and minimal risk.
Hunters Associates is a fee-based firm that has no minimum account requirement to work with them.
You can expect the following working with Hunters Associates:
- A firm that tries to work closely with the client.
- A focus on having the best investment policy. They aim to be low cost and provide good service alongside excellent security selection.
- A team of advisors that provides high-quality and comprehensive investment services.
Among all the firms of Pittsburg, we think these are the best. You will want to research further to determine the perfect fit for you, as not all the above five options will serve you well. It might take some time, but it is absolutely worth the effort in the long run. We believe you can benefit from a top firm and find more peace of mind by using their services, so please give one a try soon.