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Financial Advisors in Upper Saint Clair, PA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Upper Saint Clair: Sterling Heights Financial Group, LLC, RFA Score 78/100; 5.0★ from 107 Google reviews; open Saturdays until 5 PM.

  2. 9

    Most-reviewed: The Kelley Financial Group, 115 Google reviews at 5.0★, the most of 147 ranked; ranked #9.

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

147 Upper Saint Clair financial advisors are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 147 rated firms.

Top 10 financial advisors in Upper Saint Clair 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 Upper Saint Clair at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sterling Heights Financial Group, LLC785.0★ (107)Pittsburgh, 4 mi awaySat · EveningsTop score
2Equilibrium Wealth Advisors775.0★ (105)Pittsburgh, 6 mi away——
3Beacon Light Wealth Management765.0★ (79)Mount Lebanon, 6 mi away——
4Carson Wealth764.9★ (112)Pittsburgh, 9 mi away——
5Braun-Bostich & Associates, Inc.765.0★ (46)Upper Saint Clair——
6Shaun Sweeney - Cetera Investors765.0★ (43)Upper Saint Clair——
7Synergy Group Inc754.9★ (112)Jefferson Hills, 14 mi away——
8Wyze Wealth Advisors745.0★ (27)Upper Saint Clair——
9The Kelley Financial Group745.0★ (115)Allison Park, 19 mi away—Most reviews
10GoldStandard Financial Group745.0★ (43)Pittsburgh, 7 mi awaySat—

All 147 financial advisors in Upper Saint Clair, 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.

  4. #4 Carson Wealth

    Based in Pittsburgh, 9 mi away

    76/100RFA 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

  7. #7 Synergy Group Inc

    Based in Jefferson Hills, 14 mi away

    75/100RFA Score

    Ranked #7 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

  8. #8 Wyze Wealth Advisors

    Based in Upper Saint Clair

    74/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1800 Main St Ste 230, Canonsburg, PA 15317
    View profile for Wyze Wealth Advisors(724) 271-7019

  11. #11 Stein Wealth Advisors

    Based in Upper Saint Clair

    74/100RFA Score

    Ranked #11 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–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1700 Ashwood Dr #1701, Canonsburg, PA 15317
    View profile for Stein Wealth Advisors(724) 260-0491

  14. #14 AccountMaster Inc

    Based in Washington, 14 mi away

    73/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 66 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–4:30 PM · Sat 9 AM–3 PM · Sun closed
    Address
    25 S College St, Washington, PA 15301
    View profile for AccountMaster Inc(724) 228-2937

  17. #17 Marley Financial Group

    Based in Washington, 10 mi away

    72/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1056 PA-519, Eighty Four, PA 15330
    View profile for Marley Financial Group(724) 884-1496

  19. #19 Winthrop Partners

    Based in Pittsburgh, 2 mi away

    72/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1700 N Highland Rd Ste 104, Pittsburgh, PA 15241
    View profile for Winthrop Partners(412) 637-2417

  20. #20 iFinancial Services

    Based in Upper Saint Clair

    71/100RFA Score

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

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5500 Steubenville Pike Ste 3B, McKees Rocks, PA 15136
    View profile for iFinancial Services(412) 535-8900

  24. #24 YTS Wealth Management

    Based in Monroeville, 24 mi away

    71/100RFA Score

    Ranked #24 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

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 147 ranked financial advisors here; the rest are on their profiles.

financial advisors in Upper Saint Clair, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26DSF Wealth Management Group714.7★ (14)3 mi
27Edward Jones - Financial Advisor: Matt Lichtenstein, CEPA®|WMCP®|ABFP®|CRPS™705.0★ (10)2 mi
28Midway Financial, LLC705.0★ (10)3 mi
29EightPoint Financial705.0★ (24)14 mi
30The Speakman Financial Group705.0★ (12)7 mi
31Mariner705.0★ (7)1 mi
32DWD Portfolio Solutions Inc.695.0★ (9)4 mi
33Duncan Financial Group694.7★ (41)20 mi
34Justabout Wealth Management - Financial Advisory Firm695.0★ (7)3 mi
35Baird Private Wealth Management695.0★ (5)In Upper Saint Clair
36Feathers Family Financial695.0★ (5)In Upper Saint Clair
37Engarde Financial Group695.0★ (20)16 mi
38Bank of America Financial Center694.0★ (22)8 mi
39Visionary Capital695.0★ (10)9 mi
40Ryan Coulter695.0★ (10)8 mi
41Contos Pikras Wealth Advisors695.0★ (7)5 mi
42Fidelity Investments683.2★ (27)2 mi
43Newbauer Maniet Financial Group684.5★ (8)5 mi
44D'Ambrosio Financial Advisors685.0★ (20)17 mi
45Charles Schwab685.0★ (5)2 mi
46Henderson Brothers684.4★ (13)9 mi
47Davis, Davis & Associates684.3★ (16)10 mi
48Premier Wealth Partners - Ameriprise Financial Services, LLC684.6★ (10)8 mi
49Bank of America (with Drive-thru ATM)683.1★ (57)2 mi
50Bank of America Financial Center684.3★ (12)8 mi

Also serving Upper Saint Clair

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 Upper Saint Clair
BusinessGoogle ratingDistance
Cetera Investors5.0★ (2)In Upper Saint Clair
H Financial Management5.0★ (1)In Upper Saint Clair
John David Link - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Upper Saint Clair
Lincoln Financial Advisors5.0★ (1)In Upper Saint Clair
Merrill Lynch Financial Advisor Amanda BattagliaIn Upper Saint Clair
Merrill Lynch Financial Advisor Bryan ProcacciniIn Upper Saint Clair
Merrill Lynch Financial Advisor Christian KellyIn Upper Saint Clair
Merrill Lynch Financial Advisor David FosterIn Upper Saint Clair
Merrill Lynch Financial Advisor Devin KelleyIn Upper Saint Clair
Merrill Lynch Financial Advisor Jack Thomas KellyIn Upper Saint Clair
Merrill Lynch Financial Advisor John ZalewskiIn Upper Saint Clair
Merrill Lynch Financial Advisor Kenneth SharonIn Upper Saint Clair
Merrill Lynch Financial Advisor Kerry L. CampolongIn Upper Saint Clair
Merrill Lynch Financial Advisor Mark BattagliaIn Upper Saint Clair
Merrill Lynch Financial Advisor Nicholas BlichaIn Upper Saint Clair
Merrill Lynch Financial Advisor Scott MaidmanIn Upper Saint Clair
Merrill Lynch Financial Advisor Wade WilsonIn Upper Saint Clair
Molinero-George Group - Morgan StanleyIn Upper Saint Clair
Riverchase Wealth Management: Jaco JordaanIn Upper Saint Clair
The Rutkowski Group - Morgan StanleyIn Upper Saint Clair

How we ranked Upper Saint Clair financial advisors

We scored 147 Upper Saint Clair 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 Upper Saint Clair 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 Upper Saint Clair: frequently asked questions

Which financial advisor has the highest RFA Score in Upper Saint Clair?

By RFA Score, the highest-ranked financial advisor in Upper Saint Clair, PA is Sterling Heights Financial Group, LLC with an RFA Score of 78/100. It has 5.0★ from 107 Google reviews. It is open Saturdays until 5 PM. Equilibrium Wealth Advisors (#2) and Beacon Light Wealth Management (#3) follow. We ranked 147 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Upper Saint Clair?

RankedFinancialAdvisors ranks 147 financial advisors serving Upper Saint Clair, PA. 7 of them are based in Upper Saint Clair; 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 Upper Saint Clair work on weekends?

13 of 147 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Sterling Heights Financial Group, LLC (#1), GoldStandard Financial Group (#10) and AccountMaster Inc (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Upper Saint Clair financial advisors have?

The median Google rating among 147 rated financial advisors in Upper Saint Clair is 5.0★, with a median of 8 reviews. The Kelley Financial Group has the most, 115 reviews, and ranks #9. 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 Upper Saint Clair count in this ranking?

Yes, if they are within 25 mi of the Upper Saint Clair 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 Upper Saint Clair 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 Upper Saint Clair 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 Upper Saint Clair

  1. November 2026: RFA Scores recalculated for 147 financial advisors serving Upper Saint Clair.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Upper Saint Clair pages