Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Pittsburgh, PA
Every SEC-registered financial advisor at a firm office in Pittsburgh who lists the Certified Financial Planner designation, A to Z.
224 CFP professionals work in Pittsburgh; the most are at Allegheny Financial Group (22). 109 are also registered broker representatives.
CFP advisors in Pittsburgh, A to Z
Every advisor in Pittsburgh →- Samuel H. AbrahamQualified Planning · Certified Financial Planner, Chartered Financial Consultant
- Sarah J. AmeyJfs Wealth Advisors, LLC · Certified Financial Planner
- Gabriel AntoniHenderson Brothers Financial Partners LLC · Certified Financial Planner
- Newlin V. ArchinalCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Troy M. BaerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Parand R. BailliePNC Wealth Management LLC · Certified Financial Planner
- Kyle D. BallietRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nichole E. BarillaSnowden Capital Advisors LLC · Certified Financial Planner
- Reshelle L. BarrettBill Few Associates, Inc. · Certified Financial Planner
- Ahmiel E. BaumInterchange Capital Partners · Certified Financial Planner
- Brian D. BaumInterchange Capital Partners · Certified Financial Planner
- Tiffany M. BenigniHenderson Brothers Financial Partners LLC · Certified Financial Planner
- Anthony E. Benvin Jr.Cambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Steven E. BertoloCitizens Securities, Inc. · Certified Financial Planner
- Keith P. BiskupCaptrust · Certified Financial Planner
- Matthew B. BlockiEwa, LLC · Certified Financial Planner
- Jason M. BolenAllegheny Investments · Certified Financial Planner
- Caleb R. BoyAllegheny Financial Group · Certified Financial Planner
- Ralph S. Boyd Jr.Allegheny Financial Group · Certified Financial Planner
- Earl L. Brooks Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Lisa A. BrooksAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew S. BuggeyPark Avenue Securities LLC · Certified Financial Planner
- Marykate BurkesAllegheny Financial Group · Certified Financial Planner
- David CawleyParaplan Ondemand · Certified Financial Planner
- Mark CerasoWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Ian D. CerminaraAllegheny Financial Group · Certified Financial Planner
- John F. Cody IVStrategic Advisers LLC · Certified Financial Planner
- Carrie CoghillKestra Advisory Services, LLC · Certified Financial Planner
- Courtney A. CollinsAllegheny Financial Group · Certified Financial Planner
- Matthew P. CollinsM.P. Collins Wealth Advisor Alliance, LLC · Certified Financial Planner
- Melanie ColusciHornor, Townsend & Kent, LLC · Certified Financial Planner
- Michael W. CooleyKestra Advisory Services, LLC · Certified Financial Planner
- Ryan M. CoulterPark Avenue Securities LLC · Certified Financial Planner
- Aaron J. CristJanney Montgomery Scott LLC · Certified Financial Planner
- Vincent A. DamianiEntrewealth · Certified Financial Planner
- Jamie A. DannaLPL Financial LLC · Certified Financial Planner
- Brian DebbisWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Christina M. DeiboldtCerity Partners LLC · Certified Financial Planner
- Gianni V. DinelloLPL Financial LLC · Certified Financial Planner
- Christopher I. DiodatoTlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Michael L. DivitoEquitable Advisors, LLC · Certified Financial Planner
- Andrew W. DobiesEdward Jones · Certified Financial Planner
- Brian J. DonleyLPL Financial LLC · Certified Financial Planner
- Michael P. DoyleMariner · Certified Financial Planner, Chartered Financial Analyst
- Seth C. DresboldKestra Advisory Services, LLC · Certified Financial Planner
- Carey A. DroznekNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Christopher M. DuerrInterchange Capital Partners · Certified Financial Planner, Chartered Financial Analyst
- Grace K. DymskiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Peter D. EberhartHenry H. Armstrong Associates, Inc. · Certified Financial Planner
- Derek J. EichelbergerSchneider Downs Wealth Management Advisors, LP · Certified Financial Planner, Chartered Financial Analyst
- Peter G. ElersWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Keith L. EliouKeith L. Eliou, Cfp · Certified Financial Planner
- Daniel B. EllerWms Wealth Planners · Certified Financial Planner
- Carl R. EmerickEmerick Financial Planning, LLC · Certified Financial Planner
- George M. EpitropoulosConfluence Financial Partners · Certified Financial Planner
- Devin S. FaddoulAtmos Advisory, LLC · Certified Financial Planner
- David G. FaithAllegheny Investments · Certified Financial Planner
- Thomas J. FrankOn Investment Management Co. · Certified Financial Planner
- Gregory A. FurerLPL Financial LLC · Certified Financial Planner
- Margaret Rimmel GalantUBS Financial Services Inc. · Certified Financial Planner
- Ryan S. GaliottoEtch Financial · Certified Financial Planner
- Andrew W. GansRockcliff Capital, LLC · Certified Financial Planner
- Alissa M. GarciaSchneider Downs Wealth Management Advisors, LP · Certified Financial Planner
- Jeffrey P. GenkingerJanney Montgomery Scott LLC · Certified Financial Planner
- Robert L. GerstenbergerJanney Montgomery Scott LLC · Certified Financial Planner
- Tina M. GiambancoCetera Investment Advisers LLC · Certified Financial Planner
- Sean M. GibbonJfs Wealth Advisors, LLC · Certified Financial Planner
- Miles B. GibsonSchneider Downs Wealth Management Advisors, LP · Certified Financial Planner
- Jillian M. GisoniKapusta Financial Group · Certified Financial Planner
- Elizabeth R. GladdenRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Jason E. GraperAllegheny Financial Group · Certified Financial Planner
- Deborah F. GraverKestra Advisory Services, LLC · Certified Financial Planner
- Benjamin R. GromAllegheny Financial Group · Certified Financial Planner
- Jay L. GuyerJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael T. HaleyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jennifer A. HallLange Financial Group, LLC · Certified Financial Planner
- Brandon J. HaynesAllegheny Financial Group · Certified Financial Planner
- Thomas M. HelmanNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Kristen M. HemmingsKestra Advisory Services, LLC · Certified Financial Planner
- Bradford W. HessSteel Tower Investments · Certified Financial Planner
- Ryan C. HicksPark Avenue Securities LLC · Certified Financial Planner
- Rush N. HodginAmeriprise Financial Services, LLC · Certified Financial Planner
- James J. HoltzmanLegend Financial Advisors Inc. · Certified Financial Planner
- Bryan D. HooverAllegheny Investments · Certified Financial Planner
- Samuel P. HoppsInterchange Capital Partners · Certified Financial Planner
- Tyler HoustonEwa, LLC · Certified Financial Planner
- Rom S. HurstAllegheny Financial Group · Certified Financial Planner
- Irwin F. JacksonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Matthew R. JaspertAllegheny Financial Group · Certified Financial Planner
- David M. JeterAllegheny Financial Group · Certified Financial Planner
- Gary D. JohnstonEdward Jones · Certified Financial Planner
- Bradley S. JurikAmeritas Advisory Services, LLC · Certified Financial Planner
- Aaron H. KahnWms Wealth Planners · Certified Financial Planner
- Herman L. KahnWms Wealth Planners · Certified Financial Planner
- Matthew D. KellyAllegheny Financial Group · Certified Financial Planner
- Ryan M. KennisJfs Wealth Advisors, LLC · Certified Financial Planner
- Hope L. KiefnerPNC Wealth Management LLC · Certified Financial Planner
- Matthew J. KimmichConfluence Financial Partners · Certified Financial Planner
- Aaron P. KingstonRBC Capital Markets, LLC · Certified Financial Planner
- William J. Kinmonth Jr.Newedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Alexander P. KlineCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David D. KlineLPL Financial LLC · Certified Financial Planner
- Joseph F. KloeckerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Terry L. KneppAllegheny Financial Group · Certified Financial Planner
- William T. KnightLegend Financial Advisors Inc. · Certified Financial Planner
- Maria J. KoedelAllegheny Financial Group · Certified Financial Planner
- Steven M. KohlerD.B. Root & Company, LLC · Certified Financial Planner
- Eric D. KondritOsaic Wealth, Inc. · Certified Financial Planner
- Deepak A. KotwalCetera Investment Advisers LLC · Certified Financial Planner
- Jonathan A. KuhnAllegheny Financial Group · Certified Financial Planner
- Nancy I. KunzD.B. Root & Company, LLC · Certified Financial Planner, Chartered Financial Consultant
- William J. LairdEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul T. LangStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Zachary R. LaniewiczStrategic Advisers LLC · Certified Financial Planner
- Kevion L. LathamNorthwest Asset Management · Certified Financial Planner
- Kaitlyn M. LeiningerJanney Montgomery Scott LLC · Certified Financial Planner
- Richard I. LerachAtmos Advisory, LLC · Certified Financial Planner
- Justin E. LevyFederated Securities Corp. · Certified Financial Planner
- Richard A. LewisLPL Financial LLC · Certified Financial Planner
- David N. LiguoriMorgan Stanley · Certified Financial Planner
- Christopher LimberiouEdward Jones · Certified Financial Planner
- Joseph C. LombardoJanney Montgomery Scott LLC · Certified Financial Planner
- Scot M. LoveEdward Jones · Certified Financial Planner
- James V. LowdenUBS Financial Services Inc. · Certified Financial Planner
- Jeffrey A. LowdenUBS Financial Services Inc. · Certified Financial Planner
- Daniel M. LynchJanney Montgomery Scott LLC · Certified Financial Planner
- Terry E. LyonBreakforth Investment Management, Inc. · Certified Financial Planner
- Joseph M. MakerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David E. MandlerQuattro Advisors L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- James A. Marks Jr.Citizens Securities, Inc. · Certified Financial Planner
- David E. MartinFinancial Advisors Consortium, Inc. · Certified Financial Planner
- Eric C. MartinAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeffry MarzinaBill Few Associates, Inc. · Certified Financial Planner
- Josephine F. MastilakStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Eric J. MatskoAllegheny Financial Group · Certified Financial Planner
- Ian Z. MayhausEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Kyle T. MayoTruist Advisory Services, Inc. · Certified Financial Planner
- John Michael H. McCullochHunter Associates LLC · Certified Financial Planner
- Robert S. McCulloch IIIHunter Associates LLC · Certified Financial Planner
- Daniel P. McCurryCommonwealth Financial Network · Certified Financial Planner
- James P. McGovernPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Madeline McIvorCore Planning · Certified Financial Planner
- Nancy D. McKeeAllegheny Financial Group · Certified Financial Planner
- Ryan H. McKennaNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Daniel J. MeyersCookson Peirce Wealth Management · Certified Financial Planner
- Michael H. MilarskiKestra Advisory Services, LLC · Certified Financial Planner
- John F. MonahanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Loraine Z. MontanyeD.B. Root & Company, LLC · Certified Financial Planner
- Mark A. Moretti IIMedwealth Advisors · Certified Financial Planner
- Sara E. MorrisonDwd Portfolio Solutions, Inc. · Certified Financial Planner
- Mitchell R. MosgroveTrebuchet Consulting, LLC · Certified Financial Planner
- James R. MoyerSchneider Downs Wealth Management Advisors, LP · Certified Financial Planner
- Megan E. MullerSchneider Downs Wealth Management Advisors, LP · Certified Financial Planner
- Julia D. MunchelUBS Financial Services Inc. · Certified Financial Planner
- Christopher R. NataliRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- William J. NicholsBill Few Associates, Inc. · Certified Financial Planner
- Sean M. O'RiordanKestra Private Wealth Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Scott D. OehrleKestra Advisory Services, LLC · Certified Financial Planner
- Scott B. OrosCookson Peirce Wealth Management · Certified Financial Planner
- Michael J. PassalinquaCaptrust · Certified Financial Planner
- Jack E. PayneMorgan Stanley · Certified Financial Planner, Chartered Financial Analyst
- Katharine PerryOsaic Wealth, Inc. · Certified Financial Planner
- Christopher J. PfanstielOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Craig T. PreisendeferLatitude Advisors, LLC · Certified Financial Planner
- Christopher F. PretschStaley Capital Advisers Inc. · Certified Financial Planner, Chartered Financial Analyst
- Preston J. PtakCookson Peirce Wealth Management · Certified Financial Planner
- Mary D. QuinnKestra Advisory Services, LLC · Certified Financial Planner
- William A. RavottiMML Investors Services, LLC · Certified Financial Planner
- Rhylie A. Rearick OchsAllegheny Investments · Certified Financial Planner
- Jennifer B. ReddingerAmeriprise Financial Services, LLC · Certified Financial Planner
- Kelly Reddy-Heffner80 West Asset Management, LLC · Certified Financial Planner
- Kendra L. ReillyInterchange Capital Partners · Certified Financial Planner
- Danielle M. ReitzAprio Wealth Management, LLC · Certified Financial Planner
- Kevin K. RenneJfs Wealth Advisors, LLC · Certified Financial Planner
- Cassidy RichardsonAllegheny Financial Group · Certified Financial Planner
- Douglas J. RicheyLPL Financial LLC · Certified Financial Planner
- Daniel C. RileyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Louis C. RizzoLPL Financial LLC · Certified Financial Planner
- Casey J. RobinsonConfluence Financial Partners · Certified Financial Planner
- David B. Root Jr.D.B. Root & Company, LLC · Certified Financial Planner
- Craig A. RossettiHornor, Townsend & Kent, LLC · Certified Financial Planner, Chartered Financial Consultant
- Hannah G. RothJfs Wealth Advisors, LLC · Certified Financial Planner
- Benjamin RuttenbergEwa, LLC · Certified Financial Planner
- Francis H. SchulerDwd Portfolio Solutions, Inc. · Certified Financial Planner
- Tyson SearsMML Investors Services, LLC · Certified Financial Planner
- Russell S. Sherred IIIRBC Capital Markets, LLC · Certified Financial Planner
- Gavin L. ShovlinOsaic Wealth, Inc. · Certified Financial Planner
- Kevin P. SiebertAtmos Advisory, LLC · Certified Financial Planner
- Kathleen SkowronekIntegrated Planning & Wealth Management, LLC · Certified Financial Planner
- Brian D. SmithPark Avenue Securities LLC · Certified Financial Planner
- Edward G. SnyderBill Few Associates, Inc. · Certified Financial Planner
- Erica L. SnyderHunter Associates LLC · Certified Financial Planner
- James D. SnyderWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael P. SpeakmanLPL Financial LLC · Certified Financial Planner
- Mark A. SpeedyOsaic Wealth, Inc. · Certified Financial Planner
- Wyatt S. StenAllegheny Financial Group · Certified Financial Planner
- Nicklaus A. StonesiferEwa, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark R. StreyNeptune Wealth · Certified Financial Planner
- Ryan M. SuessKapusta Financial Group · Certified Financial Planner
- Michael S. SullivanLPL Financial LLC · Certified Financial Planner
- Jeremy L. SuschakD.B. Root & Company, LLC · Certified Financial Planner
- Jennifer E. SuscoUBS Financial Services Inc. · Certified Financial Planner
- Arron M. ThompsonEdward Jones · Certified Financial Planner
- Richard L. TidballOsaic Wealth, Inc. · Certified Financial Planner
- John D. TosattoMML Investors Services, LLC · Certified Financial Planner
- Edward T. TurkRBC Capital Markets, LLC · Certified Financial Planner
- Sarah E. VeverkaGuyasuta Investment Advisors, Incorporated · Certified Financial Planner
- Matthew P. VillersFocus Partners Wealth, LLC · Certified Financial Planner
- Andrei VoicuQuattro Advisors L.L.C. · Certified Financial Planner
- John R. WalczakAllegheny Financial Group · Certified Financial Planner
- Gregory T. WalshCitizens Securities, Inc. · Certified Financial Planner
- Lawrence J. WassermanPNC Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Ariel I. WatsonAllegheny Financial Group · Certified Financial Planner
- Robert B. WernerWinthrop Partners - Wpa , LLC · Certified Financial Planner, Chartered Financial Analyst
- Alison F. WertzBill Few Associates, Inc. · Certified Financial Planner
- John W. WhelanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Chris P. WiederAllegheny Financial Group · Certified Financial Planner
- Roselyn F. WilkinsonBerthel, Fisher & Company Financial Services, Inc. · Certified Financial Planner
- Thomas D. WilsonJfs Wealth Advisors, LLC · Certified Financial Planner
- Scott WodzenskiJanney Montgomery Scott LLC · Certified Financial Planner
- Kevin J. WolfendaleWells Fargo Clearing Services, LLC · Certified Financial Planner
- James P. WymanRBC Capital Markets, LLC · Certified Financial Planner
- James W. ZalenkaThe Baran James Company, Inc. · Certified Financial Planner
- Zachary A. ZimmerTrebuchet Consulting, LLC · Certified Financial Planner
Firms with the most CFP professionals in Pittsburgh
Allegheny Financial Group 22LPL Financial LLC 10Janney Montgomery Scott LLC 8Kestra Advisory Services, LLC 8Osaic Wealth, Inc. 7Edward Jones 6Jfs Wealth Advisors, LLC 6Bill Few Associates, Inc. 5D.B. Root & Company, LLC 5Interchange Capital Partners 5Park Avenue Securities LLC 5Raymond James Financial Services Advisors, Inc. 5Schneider Downs Wealth Management Advisors, LP 5UBS Financial Services Inc. 5Allegheny Investments 4
CFP advisors in other Pennsylvania cities
All of Pennsylvania →Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28
Questions
How many CFP financial advisors are in Pittsburgh, PA?
224 SEC-registered investment adviser representatives at firm offices in Pittsburgh, Pennsylvania list the CFP designation; Allegheny Financial Group employs the most of them (22).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Pittsburgh?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.