Investment Firms in Pittsburgh To Consider

Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.

If you’re in Pittsburgh and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.

1. Franklin Madison Advisors
2. Hunter Associates
3. Sterling Heights Financial Group
4. Bill Few Associates Inc
5. Legend Financial Advisors Inc.
6. Defiant Capital Group
7. Commonwealth Investment Management
8. Berthold Capital, LLC
9. Fort Pitt Capital Group
10. ​DS Financial Advisors, Inc

1. Franklin Madison Advisors

Franklin Madison Advisors is a fee-only, fiduciary wealth management firm headquartered in Pittsburgh, Pennsylvania. They specialize in serving high-net-worth individuals, particularly those preparing for or already in retirement, by offering a comprehensive suite of financial services. Their approach is encapsulated in the “Premier Wealth Blueprint,” a structured framework that integrates tax planning, financial planning, and investment management to provide clients with clarity, confidence, and peace of mind.

2. Hunter Associates

Hunter Associates is an independent, fee-only registered investment advisor headquartered in Pittsburgh, Pennsylvania, with an additional office in Salem, Ohio. Established in 1992, the firm specializes in providing comprehensive wealth management services, including investment advisory, retirement planning, and brokerage services. Hunter Associates is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).

3. Sterling Heights Financial Group

Sterling Heights Financial Group is an independent wealth management firm established in 2018, with offices in Pittsburgh, Pennsylvania, and St. Petersburg, Florida. The firm specializes in providing personalized financial planning and investment management services to individuals, families, and business owners nationwide, with a particular focus on retirement planning, wealth preservation, and business succession strategies. As fiduciaries, they are committed to acting in their clients’ best interests, offering transparent, low-fee investment solutions without the influence of sales incentives. Their approach emphasizes client education, consistent communication, and tailored strategies that align with each client’s unique financial goals and risk tolerance. By simplifying complex financial concepts and avoiding high-cost products, Sterling Heights Financial Group aims to empower clients to make informed decisions and achieve long-term financial success.

4. Bill Few Associates Inc

Bill Few Associates is a Pittsburgh-based wealth management firm founded in 1987 by Bill Few, a well-known financial advisor and former host of the city’s “MoneyTalk” radio show. The firm offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, education planning, insurance planning, and company retirement planning. Their approach is centered on building long-term, personal relationships with clients, tailoring strategies to individual goals and life stages .

5. Legend Financial Advisors Inc.

Legend Financial Advisors, Inc.® is a Fee-Only, fiduciary investment advisory firm based in Pittsburgh, Pennsylvania. Established in 1994, the firm provides personalized wealth management services, including financial planning and investment management strategies, to individuals, families, business entities, medical practices, and retirement plans. As fiduciaries, Legend’s advisors are legally obligated to act in their clients’ best interests, ensuring unbiased and transparent financial guidance.

6. Defiant Capital Group

Defiant Capital Group is a Pittsburgh-based wealth management firm that caters to high-net-worth entrepreneurs, founders, and business owners. Established with the aim of challenging traditional financial advisory models, the firm offers bespoke investment management, financial planning, and business advisory services. Its approach integrates investment strategies with tax optimization, estate planning, and risk management to create comprehensive wealth structures .

7. Commonwealth Investment Management

​Commonwealth Investment Management is an independent, privately owned investment advisory firm headquartered in Pittsburgh, Pennsylvania. Registered with the U.S. Securities and Exchange Commission (SEC), the firm specializes in providing equity and fixed income investment management and financing services to a diverse range of institutional clients, including Taft-Hartley plans, local and state governments, foundations, endowments, and religious organizations. With a focus on achieving reliable, long-term results, Commonwealth Investment Management offers customized asset allocation tailored to each client’s specific requirements. Their investment strategies emphasize reduced volatility and turnover while maintaining robust market performance, all while offering reduced fees and commissions. The firm prides itself on exceptional client communication, providing personal follow-ups, regular reviews, quarterly reports, and newsletter updates to ensure clients are well-informed and confident in their financial decisions.

8. Berthold Capital, LLC

Berthold Capital, LLC is a distinguished wealth management firm based in Pittsburgh, Pennsylvania, renowned for delivering impartial, state-of-the-art financial services to retirees and high-net-worth individuals. With a client-centric philosophy, the firm offers a comprehensive suite of services, including retirement planning, risk management, tax strategies, business planning, and estate planning. Their team of seasoned professionals collaborates closely with clients to develop customized, long-term financial plans that align with individual goals and aspirations. Berthold Capital’s commitment to excellence is exemplified by multiple Five Star Wealth Manager Awards, reflecting their dedication to providing exceptional financial guidance. By integrating personalized strategies with a holistic approach, Berthold Capital empowers clients to navigate their financial journeys with confidence and clarity.

9. Fort Pitt Capital Group

Fort Pitt Capital Group, established in 1995, is a distinguished investment advisory firm committed to guiding clients toward financial security through personalized wealth management solutions. With offices in Pittsburgh and Harrisburg, Pennsylvania, and a robust virtual presence, the firm serves individuals, business owners, retirement plan sponsors, and nonprofit institutions nationwide. Fort Pitt Capital Group emphasizes transparency, integrity, and exceptional client service, ensuring that each investment strategy is tailored to align with clients’ unique goals and values. Their in-house team of seasoned financial advisors and analysts employs a research-driven approach, blending active and passive investment strategies to create resilient portfolios that withstand market fluctuations. In November 2024, Fort Pitt Capital Group became a division of Kovitz Investment Group Partners LLC, enhancing its resources while maintaining its client-centric philosophy and commitment to excellence. 

10. ​DS Financial Advisors, Inc

​DS Financial Advisors, Inc. and its affiliate, DS Wealth Advisors, Inc., are Pittsburgh-based firms offering integrated tax, accounting, and investment advisory services. Founded by David W. Schleis, an Enrolled Agent and Accredited Investment Fiduciary®, the firms specialize in helping individuals and small businesses navigate complex financial landscapes with clarity and confidence. Their comprehensive approach encompasses tax preparation, IRS representation, financial planning, and fee-only portfolio management. By focusing on holistic cash flow management, they aim to simplify clients’ financial lives, ensuring that savings, investments, insurances, taxes, and debts are all aligned with personal and business goals. With a commitment to personalized service and a reputation as Pittsburgh’s top tax-saving experts, DS Financial Advisors and DS Wealth Advisors strive to empower clients to achieve financial stability and growth.