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Financial Planners in Monroeville, PA: 2026 rankings

119 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Monroeville: Synergy Group Inc, RFA Score 77/100; 4.9★ from 112 Google reviews.

  2. 4

    Most-reviewed: The Kelley Financial Group, 115 Google reviews at 5.0★, the most of 119 ranked; ranked #4.

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

119 Monroeville financial planners are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 119 rated firms.

Top 10 financial planners in Monroeville 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 planners in Monroeville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Synergy Group Inc774.9★ (112)Jefferson Hills, 6 mi away—Top score
2Beratung Advisors - East775.0★ (69)Pittsburgh, 3 mi away——
3Carson Wealth764.9★ (112)Pittsburgh, 11 mi away——
4The Kelley Financial Group745.0★ (115)Allison Park, 21 mi away—Most reviews
5D'Ambrosio Financial Advisors735.0★ (20)Monroeville——
6Duncan Financial Group734.7★ (41)Murrysville, 7 mi away——
7Engarde Financial Group725.0★ (20)Pittsburgh, 4 mi awayEvenings—
8Marion Wealth Management725.0★ (13)Monroeville——
9Cotton Mather Accounting Group, LLC724.7★ (52)Pittsburgh, 13 mi away——
10Findon & Associates, CPAs & Advisors724.8★ (20)Pittsburgh, 4 mi away——

All 119 financial planners in Monroeville, 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 Monroeville

    #1 Synergy Group Inc

    Based in Jefferson Hills, 6 mi away

    77/100RFA Score

    Ranked #1 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 Carson Wealth

    Based in Pittsburgh, 11 mi away

    76/100RFA Score

    Ranked #3 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

  6. #6 Duncan Financial Group

    Based in Murrysville, 7 mi away

    73/100RFA Score

    Ranked #6 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

  7. #7 Engarde Financial Group

    Based in Pittsburgh, 4 mi away

    72/100RFA Score

    Ranked #7 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

  13. #13 EightPoint Financial

    Based in Allison Park, 11 mi away

    71/100RFA Score

    Ranked #13 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

  18. #18 DelGreco Tax and Insurance

    Based in Pittsburgh, 12 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 10 AM–4 PM · Sun 10 AM–3 PM
    Address
    4701 Baptist Rd #100, Pittsburgh, PA 15227
    View profile for DelGreco Tax and Insurance(412) 655-1040

  24. #24 Winthrop Partners

    Based in Pittsburgh, 15 mi away

    68/100RFA Score

    Ranked #24 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

  25. #25 Burd Financial Group

    Based in Greensburg, 16 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1602 Broad St, Greensburg, PA 15601
    View profile for Burd Financial Group(724) 837-9300

Financial planners 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 119 ranked financial planners here; the rest are on their profiles.

financial planners in Monroeville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Choice Advisors, LLC685.0★ (21)20 mi
27Marley Financial Group685.0★ (30)24 mi
28Visionary Capital685.0★ (10)11 mi
29Ryan Coulter685.0★ (10)11 mi
30Bank of America Financial Center684.0★ (22)11 mi
31Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC684.0★ (4)In Monroeville
32Henderson Brothers684.4★ (13)11 mi
33Citizens - Banking & Wealth Center682.7★ (23)In Monroeville
34Bank of America Financial Center684.3★ (12)10 mi
353 Rivers Wealth Management Group, Inc685.0★ (14)16 mi
36All-Pro Advisors LLC685.0★ (20)21 mi
37Botkin Family Wealth Management684.8★ (19)19 mi
38Stein Wealth Advisors685.0★ (24)23 mi
39Benjie Hadburg Financial Services674.4★ (7)7 mi
40YTS Wealth Management675.0★ (66)In Monroeville
41Dean A. Ponterio, CPA675.0★ (7)11 mi
42DSF Wealth Management Group674.7★ (14)17 mi
43JFS Wealth Advisors675.0★ (7)11 mi
44DWD Portfolio Solutions Inc.675.0★ (9)15 mi
45The Speakman Financial Group675.0★ (12)18 mi
46Contos Pikras Wealth Advisors675.0★ (7)12 mi
47TracyCo - C.B. Tracy & Associates, Inc.674.7★ (12)17 mi
48Oakmont Capital Management, LLC673.3★ (9)8 mi
49Bank of America Financial Center672.9★ (18)7 mi
50iFinancial Services665.0★ (11)18 mi

Also serving Monroeville

20 more financial planners 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 planners serving Monroeville
BusinessGoogle ratingDistance
Alto Financial Group5.0★ (2)In Monroeville
Anthony Figurelli - Financial Advisor, Ameriprise Financial Services, LLCIn Monroeville
Barry E Numerick - Morgan StanleyIn Monroeville
Be Wealthy 25.0★ (4)In Monroeville
Berer Financial ManagementIn Monroeville
Charles Schwab4.5★ (4)In Monroeville
Chris Benec - Financial Advisor, Ameriprise Financial Services, LLCIn Monroeville
Horizon Financial Advisors5.0★ (1)In Monroeville
Jessica Sidary Lepore - Morgan StanleyIn Monroeville
Jon L Amodeo5.0★ (1)In Monroeville
Mark L Sanders & Associates5.0★ (1)In Monroeville
Matthew Orman - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (1)In Monroeville
Morgan Stanley Financial Advisors3.0★ (2)In Monroeville
NewBridge AdvisorsIn Monroeville
Northwestern Mutual5.0★ (1)In Monroeville
Riley Financial Strategies GroupIn Monroeville
Shear Capital Group, LLCIn Monroeville
The Evergreen Group - Morgan StanleyIn Monroeville
The Numerick Kuechler Bach Group - Morgan StanleyIn Monroeville
The WSM Group - Morgan StanleyIn Monroeville

How we ranked Monroeville financial planners

We scored 119 Monroeville financial planners 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 Monroeville 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Monroeville: frequently asked questions

Which financial planner has the highest RFA Score in Monroeville?

By RFA Score, the highest-ranked financial planner in Monroeville, PA is Synergy Group Inc with an RFA Score of 77/100. It has 4.9★ from 112 Google reviews. Beratung Advisors - East (#2) and Carson Wealth (#3) follow. We ranked 119 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Monroeville?

RankedFinancialAdvisors ranks 119 financial planners serving Monroeville, PA. 7 of them are based in Monroeville; 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 planners in Monroeville work on weekends?

10 of 119 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays is DelGreco Tax and Insurance (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Monroeville financial planners have?

The median Google rating among 119 rated financial planners in Monroeville is 5.0★, with a median of 8 reviews. The Kelley Financial Group has the most, 115 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Monroeville count in this ranking?

Yes, if they are within 25 mi of the Monroeville city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Monroeville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Monroeville 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 planners 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 Monroeville

  1. November 2026: RFA Scores recalculated for 119 financial planners serving Monroeville.

More financial planners and Monroeville pages