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Financial Advisors in Plum, PA: 2026 rankings

154 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Plum: Beratung Advisors - East, RFA Score 75/100; 5.0★ from 69 Google reviews.

  2. 8

    Most-reviewed: Capital A Wealth Management, 136 Google reviews at 5.0★, the most of 154 ranked; ranked #8.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

154 Plum financial advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.9★ across 154 rated firms.

Top 10 financial advisors in Plum at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Plum at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Beratung Advisors - East755.0★ (69)Pittsburgh, 6 mi away—Top score
2Synergy Group Inc754.9★ (112)Jefferson Hills, 12 mi away——
3YTS Wealth Management755.0★ (66)Monroeville, 8 mi away——
4Carson Wealth744.9★ (112)Pittsburgh, 14 mi away——
5Equilibrium Wealth Advisors745.0★ (105)Pittsburgh, 17 mi away——
6Sterling Heights Financial Group, LLC745.0★ (107)Pittsburgh, 18 mi awaySat · Evenings—
7The Kelley Financial Group735.0★ (115)Allison Park, 20 mi away——
8Capital A Wealth Management735.0★ (136)Cranberry Township, 23 mi away—Most reviews
9Beacon Light Wealth Management725.0★ (79)Mount Lebanon, 19 mi away——
10D'Ambrosio Financial Advisors725.0★ (20)Monroeville, 5 mi away——

All 154 financial advisors in Plum, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Plum

    #1 Beratung Advisors - East

    Based in Pittsburgh, 6 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 69 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    645 Rodi Rd #300, Pittsburgh, PA 15235
    View profile for Beratung Advisors - East(412) 357-2002

  2. #2 Synergy Group Inc

    Based in Jefferson Hills, 12 mi away

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 112 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 112 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1967 Lincoln Way, White Oak, PA 15131
    View profile for Synergy Group Inc(412) 673-7760

  3. #3 YTS Wealth Management

    Based in Monroeville, 8 mi away

    75/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 66 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 66 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    4000 Triangle Ln Ste 200, Export, PA 15632
    View profile for YTS Wealth Management(724) 733-4334

  4. #4 Carson Wealth

    Based in Pittsburgh, 14 mi away

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 112 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 112 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1 Bigelow Sq 20th floor, Pittsburgh, PA 15219
    View profile for Carson Wealth(412) 904-2017

  11. #11 Engarde Financial Group

    Based in Pittsburgh, 5 mi away

    71/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Wed 9 AM–7 PM · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10989 Frankstown Rd #200, Pittsburgh, PA 15235
    View profile for Engarde Financial Group(412) 533-2373

  16. #16 Duncan Financial Group

    Based in Murrysville, 12 mi away

    71/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.7★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 41 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    311 Main St, Irwin, PA 15642
    View profile for Duncan Financial Group(724) 863-3420

  18. #18 EightPoint Financial

    Based in Allison Park, 11 mi away

    70/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    1406 Mt Royal Blvd, Glenshaw, PA 15116
    View profile for EightPoint Financial(412) 301-5104

  19. #19 Marion Wealth Management

    Based in Monroeville, 4 mi away

    70/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2790 Mosside Blvd #640, Monroeville, PA 15146
    View profile for Marion Wealth Management(412) 372-3849

  21. #21 1st Cannon Financial

    Based in Murrysville, 6 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3295 Reed Blvd Ste. 200, Murrysville, PA 15668
    View profile for 1st Cannon Financial(724) 216-2678

  25. #25 Safety First Retirement

    Based in New Kensington, 6 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 10 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 10 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    3058 Leechburg Rd #1, New Kensington, PA 15068
    View profile for Safety First Retirement(412) 772-8575

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 154 ranked financial advisors here; the rest are on their profiles.

financial advisors in Plum, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Rob Wilson, RICP®685.0★ (8)7 mi
27First Choice Advisors, LLC685.0★ (21)18 mi
28All-Pro Advisors LLC685.0★ (20)19 mi
29Edward Jones - Financial Advisor: Ryan L Hutchison685.0★ (5)4 mi
30Hoffman Wealth Management685.0★ (14)14 mi
31DelGreco Tax and Insurance684.6★ (21)16 mi
32Mosaic Wealth Consulting684.0★ (4)In Plum
33Coleman Financial Services, LLC685.0★ (22)20 mi
34Osaic Wealth683.3★ (28)5 mi
35Davis, Davis & Associates674.3★ (16)12 mi
36Coy Capital Management, Inc.674.3★ (6)4 mi
37Burd Financial Group675.0★ (17)19 mi
38Equitable Advisors, LLC675.0★ (11)14 mi
39Riverside Financial Advisors675.0★ (3)2 mi
40Visionary Capital675.0★ (10)14 mi
41Ryan Coulter675.0★ (10)14 mi
42Winthrop Partners675.0★ (6)9 mi
43Oakmont Capital Management, LLC673.3★ (9)5 mi
44Iron Bridge Wealth of Raymond James674.2★ (5)5 mi
45Bank of America Financial Center674.0★ (22)14 mi
46Winthrop Partners675.0★ (15)19 mi
47Henderson Brothers674.4★ (13)14 mi
48Charles Schwab674.5★ (4)5 mi
49Keystone Wealth Management674.9★ (17)21 mi
50Three Rivers Executive Consulting (TREC)675.0★ (14)19 mi

Also serving Plum

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Plum
BusinessGoogle ratingDistance
Abraham Financial Planning5.0★ (2)5 mi
Alto Financial Group5.0★ (2)4 mi
Bankers Life5.0★ (2)6 mi
Edward Jones - Financial Advisor: Dane Johnston, CFP®|AAMS®5.0★ (2)8 mi
Edward Jones - Financial Advisor: John C Walter, ABFP®|AAMS®|CRPC™|CRPS™5.0★ (2)8 mi
Edward Jones - Financial Advisor: Joseph E Ford III, AAMS®5.0★ (2)13 mi
Edward Jones - Financial Advisor: Kyle Baker, CFP®3.0★ (2)5 mi
Edward Jones - Financial Advisor: Matt Wirtz, CFP®5.0★ (2)12 mi
F.N.B. Wealth Management3.0★ (2)14 mi
First Command4.5★ (2)7 mi
gregory j. jacobs - voya financial advisors2.0★ (2)6 mi
James Ryan - Prudential Financial3.0★ (2)12 mi
John Sporar, CFP®5.0★ (2)6 mi
Lange Financial Group, LLC3.0★ (2)10 mi
Morgan Stanley Financial Advisors3.0★ (2)5 mi
NFP Structured Settlements3.0★ (2)14 mi
Northwestern Mutual5.0★ (2)5 mi
PREMIER FINANCIAL NETWORK5.0★ (2)14 mi
RPS Financial Solutions5.0★ (2)13 mi
William RiegerIn Plum

How we ranked Plum financial advisors

We scored 154 Plum financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Plum data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Plum: frequently asked questions

Which financial advisor has the highest RFA Score in Plum?

By RFA Score, the highest-ranked financial advisor in Plum, PA is Beratung Advisors - East with an RFA Score of 75/100. It has 5.0★ from 69 Google reviews. Synergy Group Inc (#2) and YTS Wealth Management (#3) follow. We ranked 154 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Plum?

RankedFinancialAdvisors ranks 154 financial advisors serving Plum, PA. 1 of them is based in Plum; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Plum work on weekends?

11 of 154 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Sterling Heights Financial Group, LLC (#6), GoldStandard Financial Group (#14) and Bank of America (with Drive-thru ATM) (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Plum financial advisors have?

The median Google rating among 154 rated financial advisors in Plum is 4.9★, with a median of 8 reviews. Capital A Wealth Management has the most, 136 reviews, and ranks #8. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Plum count in this ranking?

Yes, if they are within 25 mi of the Plum city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Plum ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Plum a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Plum

  1. November 2026: RFA Scores recalculated for 154 financial advisors serving Plum.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Plum pages