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2,152 advisors near
15106
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Out of 400,000+ nationwide
Andrew S
Series 63, Series 65
McMurray, PA
Fragasso Financial Advisors
Andrew Silver is a financial advisor at Fragasso Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fragasso since 2017, with prior experience at Private Client Services, LPL Financial, and PNC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and varied advisory services. The firm builds diversified, global asset-allocation models tailored to client objectives and combines fundamental analysis with fiduciary standards and ongoing performance reporting.
David F
CFA®
Pittsburgh, PA
Venator Management LLC
David Fallgren is a CFA® charterholder with 25 years of experience in the investment industry. He has worked at Venator Management LLC since 2020 and previously spent seven years at Rockshelter Capital Management LLC. Based in Pittsburgh, PA, he is one of two advisors at Venator Management. Venator Management LLC serves accredited investors through a private pooled vehicle and manages separately managed accounts for individuals, pension plans, trusts, foundations, and endowments. The firm employs an opportunistic, value-oriented investment approach with a margin-of-safety philosophy, managing both multi-cap value portfolios and a private hedge fund with long and short positions, options, and credit securities.
Cristian R
Series 65
Pittsburgh, PA
The Coury Firm
Cristian Rodriguez is a financial advisor at The Coury Firm with Series 65 credentials and one year of industry experience. Prior to joining The Coury Firm, he held positions at Family Dollar, Allegent Federal Credit Union, General Dynamics Electric Boat, Ayco Goldman Sachs, East Side Management, and D'angelo Grilled Sandwiches. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, and other institutional clients. The firm employs an open-architecture, manager-of-managers approach and offers multi-family office services alongside private fund sponsorship and alternative investment strategies.
James L
Pittsburgh, PA
Lange Financial Group, LLC
James Lange is the managing member of Lange Financial Group, LLC in Pittsburgh, PA, with 23 years of industry experience. He is also the owner of a CPA firm, a law firm, and a life and health insurance company. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning, consulting services, and educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing portfolios directly, operating without investment discretion or custody.
Douglas F
CFP®, Series 66
Pittsburgh, PA
Hunter Associates LLC
Douglas Finley is a CFP® with nine years of industry experience and has been with Hunter Associates LLC since 2016. He is based in Pittsburgh, PA, and also performs as a musician at various local venues outside of his advisory role. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through long- and short-term equity strategies, option writing, and a manager-of-managers program tailored to each client’s investment policy.
Charles M
Series 65
Pittsburgh, PA
Centerview Wealth Advisors, LLC
Charles Mertz is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with six years of industry experience. He has been with Centerview Wealth Advisors since 2018. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a combination of fundamental, technical, and quantitative analysis in its investment approach. The firm maintains direct accounting expertise within its principals and manages client assets in-house.
Christian O
Series 66
Pittsburgh, PA
The Coury Firm
Christian Ordonez is a financial advisor at The Coury Firm with five years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P. Outside of financial advisory roles, his background includes positions at Robert Morris University and John Carroll University. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, and other entities. The firm employs an open-architecture, manager-of-managers approach and offers multi-family office services alongside private fund sponsorship within its P.I. Gateway platform.
Douglas R
Series 63, Series 65
Pittsburgh, PA
Allegheny Investments
Douglas Rudnik is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Allegheny Investments since 1994. Outside of his advisory role, he owns and operates a tax preparation business, Unified Financial, LLC, since 2015. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets, focusing on diversified portfolios primarily using mutual funds, with services that include discretionary and non-discretionary management, wrap-fee programs, and IRA rollover advice.
Stephen G
Series 63, Series 65
Pittsburgh, PA
Galvin, Gaustad & Stein, LLC
Stephen Gaustad is a financial advisor at Galvin, Gaustad & Stein, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Foothill Securities, Inc., Black, Gould & Associates, and Brokerage Professional, Inc. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary financial planning and portfolio management services.
Beth W
Series 65
Pittsburgh, PA
Cookson Peirce Wealth Management
Beth Williams is a financial advisor at Cookson Peirce Wealth Management with nine years of industry experience. She holds a Series 65 designation and has worked at Cookson Peirce & Co., Inc since 2015. Cookson Peirce Wealth Management is a fee-only firm serving private clients such as individuals, trusts, endowments, and institutional clients. The firm employs a quantitative, technical-analysis approach to portfolio management and is notable for its active sub-advisory role in the Catalyst Dynamic Alpha Fund and management of wrap-fee program assets.
Brian R
CFP®, Series 63, Series 65
McMurray, PA
Fragasso Financial Advisors
Brian Robinette is a CFP® professional with 26 years of industry experience. He has been with Fragasso Financial Advisors since 2012 and previously worked at LPL Financial LLC. He holds Series 63 and Series 65 licenses and operates out of McMurray, PA. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services, focusing on diversified, global asset allocation tailored to client objectives. The firm integrates financial advice with accounting expertise and emphasizes regular portfolio stress-testing and client review.
Ryan L
Series 65
Pittsburgh, PA
Astra Prime Wealth Management
Ryan Labriola is a financial advisor at Astra Prime Wealth Management in Pittsburgh, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PNC Bank, the National Security Agency, and the Pittsburgh Penguins. He also spent five years at Carnegie Mellon University. Astra Prime Wealth Management is a state-registered investment manager serving pooled vehicles, institutional-style accounts, and a range of other clients. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, and incorporates a broad set of instruments including derivatives, offering both discretionary and non-discretionary management tailored to client objectives.
Gabriel A
CFP®, Series 63
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Gabriel Antoni is a CFP® with six years of experience in the financial services industry. He is currently with Henderson Brothers Financial Partners LLC and has prior experience at Global Retirement Partners, LPL Financial, HB Retirement, and PNC Financial Services. He is also a shareholder in an independent insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers both discretionary and non-discretionary asset management, participant education, plan-level services, and access to pooled employer plans, multiple employer plans, and recordkeeper solutions.
Michael L
Pittsburgh, PA
Lange Financial Group, LLC
Michael Long is an advisor at Lange Financial Group, LLC in Pittsburgh, PA, with a background that includes roles at the Department of Treasury’s Internal Revenue Service and MassMutual. He has over two decades of experience, including 24 years at Federated Hermes. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning and consulting services along with educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing assets directly and emphasizes public financial education and professional credentials among its staff.
William M
Series 65
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
William Mc Millan is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Newport Group. Henderson Brothers Financial Partners LLC offers investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm uses a variety of investment strategies and a broad product menu to implement client strategies through both direct portfolio management and third-party investment programs.
Emily W
Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Emily Weimer is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. Prior to joining Guyasuta in 2022, she worked at Armada Supply Chain Solutions and UPMC. Outside of her advisory role, she operates a personal PA business entity. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, institutions, and government entities. The firm employs a team-based model and combines top-down macro analysis with bottom-up fundamental research to manage concentrated equity and laddered fixed-income portfolios tailored to client objectives.
John L
Series 63, Series 65
Pittsburgh, PA
Hunter Associates LLC
John Lynch is a financial advisor with Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Hunter Associates since 1999. Hunter Associates is an SEC-registered, multi-advisor investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, consulting services, and sponsors a private fund.
Betty R
Series 63, Series 65
Canonsburg, PA
Summit Advisors, LLC
Betty Rainier is a financial advisor at Summit Advisors, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2007, as well as Beaconsfield Financial Services, Inc. since 1983. Summit Advisors, LLC serves individuals, trusts, estates, corporations, non-profits, and small businesses, providing discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice. The firm employs fundamental, technical, and cyclical analysis, utilizing both long- and short-term equity positions and option strategies.
Michael L
Series 65
Canonsburg, PA
Grant Street Asset Management Inc
Michael Loch is a Series 65-licensed financial advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street Asset Management since 1998. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs based on client goals, risk tolerance, and time horizon, using a variety of securities and analytical methods, and manages approximately $669 million in client assets.
Eric F
Series 65
Pittsburgh, PA
Hapanowicz Financial
Eric Forsythe is a financial advisor at Hapanowicz Financial in Pittsburgh, PA. He holds a Series 65 designation and has recently transitioned from a 12-year tenure at LKQ Corporation to his current role. Forsythe joined Hapanowicz Wealth Management in 2025. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm employs a discretionary asset management approach through its SWIM program, combining strategic and tactical asset allocation to align investments with clients’ risk tolerance and financial goals.
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2,152 advisors near
15106
within the area shown on the map
Out of 400,000+ nationwide