Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Joseph D

Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

Joseph Deandrea is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Bill Few Associates since 2005 and concurrently associated with Bdm&O Financial Group since 2004. Outside of advisory services, he also sells insurance through Capitas/Pittsburgh Brokerage. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm employs a combined fundamental and qualitative investment approach, utilizes mutual funds extensively, and offers discretionary and non-discretionary management along with retirement account guidance.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

David M

CFP®, ChFC®, Series 63, Series 66

Pittsburgh, PA

Quattro Advisors L.L.C.

David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
user avatar
firm logo

Kevin C

Series 66

Sewickley, PA

Bill Few Associates, Inc.

Kevin Corbett is a financial advisor at Bill Few Associates, Inc. in Pittsburgh, PA, holding a Series 66 designation with 23 years of industry experience. He has been with Bill Few Associates since 1999 and previously worked at Bill Few Securities, Inc. for 22 years. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans with portfolio management, model mutual-fund portfolios, financial planning, and consulting. The firm uses a combination of fundamental and qualitative analysis, asset allocation determined by an internal Investment Policy Committee, and periodic rebalancing, primarily employing mutual funds and offering additional tactical tools such as covered call option strategies.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Joel N

CFA®, Series 65, Series 63

Cranberry Twp., PA

Capital A Wealth Management

Joel Nesbitt is a financial advisor with Capital A Wealth Management in Cranberry Township, PA. He holds the CFA® designation along with Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at AE Wealth Management, LLC and has been involved with Capital A Insurance, LLC in insurance sales and services. Capital A Wealth Management offers discretionary investment management and financial planning to individual, institutional, and government clients. The firm utilizes a top-down, macro-driven investment approach that includes tactical asset allocation and sector rotation, providing both customized and model portfolio solutions along with integrated tax and insurance services.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jacqueline C

CFP®, Series 66

Sewickley, PA

Roble, Belko and Company, Inc.

Jacqueline Cannella is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Roble, Belko and Company, Inc., where she has worked since 2024, following roles at UBS Financial Services and JPMorgan Chase & Co. Prior to her financial services career, she was affiliated with Penn State University. Roble, Belko and Company manages discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations, employing a tailored investment approach that includes strategic asset allocation and a core/satellite framework with active and passive strategies, as well as selective use of derivatives for hedging, tax management, or income enhancement.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
user avatar
firm logo

Loraine M

CFP®, Series 66

Pittsburgh, PA

D.B. Root & Company, LLC

Loraine Montanye is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with D.B. Root & Company, LLC and previously worked at PNC Bank and The Coury Firm. She operates out of Pittsburgh, PA. D.B. Root & Company, LLC provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients, including retirement plans, non-profits, endowments, and foundations. The firm uses a multi-advisor team approach and combines fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Christopher P

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Christopher Pavcic is a financial advisor with EWA, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at EWA since 2020 and previously held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to his financial career, he worked at Ruth's Chris Steakhouse. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term strategies, strategic asset allocation, and tax-aware asset location, with portfolios managed through both low-cost diversified funds and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
user avatar
firm logo

Samuel C

Series 63, Series 66

Pittsburgh, PA

Astra Prime Wealth Management

Samuel Childs is a financial advisor at Astra Prime Wealth Management with three years of industry experience. He has previously worked at Goldman Sachs Co, LLC and has held roles at EY and Tulane University. Outside of finance, he was involved with Pittsburgh Modular Synthesizers, LLC. Astra Prime Wealth Management provides fee-based investment management to primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating various techniques such as option strategies and margin trading, and it offers performance-based fee arrangements to qualified clients.

Active portfolio management Tax-loss harvesting
user avatar
firm logo

Emily S

Series 66

Sewickley, PA

Bill Few Associates, Inc.

Emily Sekerak is a financial advisor at Bill Few Associates, Inc. with seven years of industry experience. She holds the Series 66 designation and has been with Bill Few Associates since 2019. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.72 billion across discretionary and non-discretionary accounts, using asset allocation guided by fundamental and qualitative analysis with a focus on mutual funds and ETFs.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Audrey P

CFP®

Sewickley, PA

True Wealth Design, LLC

Audrey Petrus is a CFP® professional with seven years of industry experience. She currently works at True Wealth Design, LLC, where she has been since 2023. Prior to this, she was affiliated with Mops and Muscles and Plans to Prosper, LLC. True Wealth Design, LLC serves individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans through financial planning, investment advisory, wealth management, and retirement-plan consulting. The firm employs a structured, tax-aware investment approach that includes asset allocation, tax-loss harvesting, and direct indexing, and it operates alongside affiliated tax and accounting services as well as an independent insurance brokerage.

General retirement planning Retirement income strategy General tax planning Tax-loss harvesting Passive / index investing Founder/Business Owner Retired Approaching retirement Retired
user avatar
firm logo

Christian B

CFP®, Series 66

Pittsburgh, PA

Cookson Peirce Wealth Management

Christian Brown is a CFP® professional with 20 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2009. His prior roles include positions at TIAA-CREF and Federated Investment Counseling. Cookson Peirce Wealth Management is a fee-only adviser providing wealth management, financial planning, and discretionary portfolio management to a range of private and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and employs fixed-income portfolios structured with investment-grade bonds, also serving as sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
user avatar
firm logo

Daniel H

Series 66

Mars, PA

Comprehensive Capital Management, Inc.

Daniel Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked with Comprehensive Capital Management since 2010 and also operates the investment advisory and brokerage business Harper & Hodge. Outside of advisory services, he serves as treasurer and board member of the Lighthouse Foundation and holds board positions with both the McGuire Memorial Foundation and First Presbyterian Church of Monaca. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, third-party manager selection, and financial planning. The firm employs fundamental and technical investment methods, including tactical overlays and market-timing strategies, offering both discretionary and non-discretionary management across a range of model portfolios.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Josiah H

Series 66

Cranberry Twp, PA

Hoffman Capital Advisors LLC

Josiah Hoffman is a Series 66-licensed financial advisor with 17 years of industry experience. He currently serves at Hoffman Capital Advisors LLC and Mid Atlantic Capital Corporation, where he has worked since 2017. Hoffman is a board member of the Parkinson's Foundation Western PA and Grace Community Church. Outside of financial services, he is a craftsman involved in woodworking and epoxy art. Hoffman Capital Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, providing financial planning and portfolio management to approximately 365 clients with $185 million in assets under advisement. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary management through a wrap fee program.

Options & derivatives strategies Annuities Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar
firm logo

Adam S

CFA®, Series 66

Pittsburgh, PA

D.B. Root & Company, LLC

Adam Souply is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2014. He holds the Series 66 license and is based in Pittsburgh, PA. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, and it emphasizes institutional consulting alongside its advisory and retirement plan services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Luigi D

Series 66

Pittsburgh, PA

Quattro Advisors L.L.C.

Luigi Di Ianni is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 17 years of industry experience. He has worked at Quattro Advisors since 2008 and previously operated the Law Office of Luigi Di Ianni from 1998 to 2020. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice with active portfolio oversight and invests across public and private markets, including proprietary private funds and commodity pool operations.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
user avatar
firm logo

Patrick D

Series 65

Cranberry Twp., PA

Capital A Wealth Management

Patrick Danglidis is a financial advisor at Capital A Wealth Management with four years of industry experience. He holds the Series 65 credential and has worked at various firms including AE Wealth Management and WestPac Wealth Partners. In addition to his advisory role, he is an associate advisor involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, high-net-worth households, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and offers integrated tax and insurance services through affiliated companies.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Joseph N

PFS™, Series 66

Seven Fields, PA

E. E. Powell & Company Inc.

Joseph Niesslein is a financial advisor at E. E. Powell & Company Inc. with 23 years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Hefren Tillotson, Inc. for 24 years and Robert Baird & Co. for one year. Outside of his advisory role, Niesslein operates a CPA tax preparation business. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting, serving clients with a client-specific investment process that incorporates fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies. The firm typically operates with discretionary trading authority and offers hourly consulting engagements alongside its advisory services.

Active portfolio management Real estate investing Annuities
user avatar
firm logo

Joseph C

Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Joseph Cravotta is a financial advisor at Henderson Brothers Financial Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Global Retirement Partners, Princor Financial Services, and Principal Life Insurance Company. He is also a shareholder in an insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm offers a broad range of investment products and employs a variety of analytical approaches, managing approximately $327 million in discretionary assets across a multi-team structure.

ESG / Sustainable investing Founder/Business Owner Retired
user avatar
firm logo

Thomas O

Series 65

Pittsburgh, PA

Cookson Peirce Wealth Management

Thomas Oakley is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Assured Partners and academic positions at the New York Institute of Technology and St. John Fisher College. Cookson Peirce Wealth Management is a fee-only adviser serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based investment approach and manages fixed-income portfolios using investment-grade bonds, while also acting as sub-advisor to a mutual fund and participating in multiple wrap fee programs.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
user avatar
firm logo

Daniel C

CFP®, Series 63, Series 65

Wexford, PA

BCR Financial Services, LLC

Daniel Costa is a CFP® with over 31 years of industry experience, currently serving at BCR Financial Services, LLC. He previously worked at LPL Financial LLC and Lincoln Financial Securities Corporation. Costa also holds a CPA designation and has maintained an independent financial planning practice since 1998. BCR Financial Services, LLC provides financial planning and consulting services to individual clients across various wealth levels, focusing on written financial plans rather than ongoing portfolio management. The firm uses detailed analysis and planning tools to generate recommendations, does not take custody of client assets, and typically implements advice through affiliated broker-dealer and insurance channels chosen by clients.

General retirement planning Income planning General estate planning guidance Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)