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Investment Advisors in Lower Burrell, PA: 2026 rankings

68 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lower Burrell: Safety First Retirement, RFA Score 70/100; 4.9★ from 10 Google reviews.

  2. 7

    Most-reviewed: The Kelley Financial Group, 115 Google reviews at 5.0★, the most of 68 ranked; ranked #7.

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

68 Lower Burrell investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 68 rated firms.

Most of this list also appears on the Investment advisors in Pittsburgh ranking. See Investment advisors in Pittsburgh

Top 10 investment advisors in Lower Burrell 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 investment advisors in Lower Burrell at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Safety First Retirement704.9★ (10)New Kensington, 3 mi away—Top score
2Cranberry Wealth674.8★ (20)Cranberry Township, 20 mi away——
3Penninvest Group664.3★ (6)Pittsburgh, 12 mi away——
4Wells Fargo Advisors Financial Network664.5★ (16)Greensburg, 22 mi away——
5McDowell Associates655.0★ (10)Greensburg, 21 mi away——
6Carson Wealth654.9★ (112)Pittsburgh, 15 mi away——
7The Kelley Financial Group645.0★ (115)Allison Park, 18 mi away—Most reviews
8Equilibrium Wealth Advisors645.0★ (105)Pittsburgh, 18 mi away——
9Sterling Heights Financial Group, LLC645.0★ (107)Pittsburgh, 19 mi awaySat · Evenings—
10CHICS BUY HOMES635.0★ (3)McKeesport, 16 mi awaySat—

All 68 investment advisors in Lower Burrell, 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 Lower Burrell

    #1 Safety First Retirement

    Based in New Kensington, 3 mi away

    70/100RFA Score

    Ranked #1 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

  2. #2 Cranberry Wealth

    Based in Cranberry Township, 20 mi away

    67/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    20206 Rte 19 #300, Cranberry Twp, PA 16066
    View profile for Cranberry Wealth(724) 766-8853

  3. #3 Penninvest Group

    Based in Pittsburgh, 12 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Investment company”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    5831 Forward Ave, Pittsburgh, PA 15217
    View profile for Penninvest Group(267) 990-5770

  5. #5 McDowell Associates

    Based in Greensburg, 21 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    327 W Pittsburgh St, Greensburg, PA 15601
    View profile for McDowell Associates(724) 834-2350

  6. #6 Carson Wealth

    Based in Pittsburgh, 15 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and review volume: 4.9★ from 112 Google reviews.

    • 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

  10. #10 CHICS BUY HOMES

    Based in McKeesport, 16 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 11 AM–5 PM · Sun closed
    View profile for CHICS BUY HOMES(800) 428-9342

  11. #11 Western & Southern Life

    Based in Cranberry Township, 20 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.5★ from 8 Google reviews, listed on Google as “Investment service”.

    • 3.5★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    600 Cranberry Woods Dr #225, Cranberry Township, PA 16066
    View profile for Western & Southern Life(412) 372-5030

  12. #12 Guardian Capital, LLC

    Based in Franklin Park, 18 mi away

    63/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    109 VIP Drive, Wexford, PA 15090
    View profile for Guardian Capital, LLC(724) 934-3050

  15. #15 EightPoint Financial

    Based in Allison Park, 11 mi away

    61/100RFA Score

    Ranked #15 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 1st Cannon Financial

    Based in Murrysville, 9 mi away

    59/100RFA Score

    Ranked #18 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

  22. #22 BNY Wealth Pittsburgh

    Based in Pittsburgh, 15 mi away

    57/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.0★ from 25 Google reviews, listed on Google as “Financial institution”.

    • 4.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    BNY Mellon Center, 500 Grant St Suite 3700, Pittsburgh, PA 15219
    View profile for BNY Wealth Pittsburgh(412) 234-5000

  25. #25 Visionary Capital

    Based in Pittsburgh, 15 mi away

    57/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Sun 9 AM–12 AM
    Address
    550 Wood St, Pittsburgh, PA 15222
    View profile for Visionary Capital

How we ranked Lower Burrell investment advisors

We scored 68 Lower Burrell investment 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 Lower Burrell 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Lower Burrell: frequently asked questions

Which investment advisor has the highest RFA Score in Lower Burrell?

By RFA Score, the highest-ranked investment advisor in Lower Burrell, PA is Safety First Retirement with an RFA Score of 70/100. It has 4.9★ from 10 Google reviews. Cranberry Wealth (#2) and Penninvest Group (#3) follow. We ranked 68 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Lower Burrell?

RankedFinancialAdvisors ranks 68 investment advisors serving Lower Burrell, PA. 1 of them is based in Lower Burrell; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Lower Burrell work on weekends?

3 of 68 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Sterling Heights Financial Group, LLC (#9), CHICS BUY HOMES (#10) and Visionary Capital (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lower Burrell investment advisors have?

The median Google rating among 68 rated investment advisors in Lower Burrell is 4.8★, with a median of 7 reviews. The Kelley Financial Group has the most, 115 reviews, and ranks #7. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Lower Burrell count in this ranking?

Yes, if they are within 25 mi of the Lower Burrell city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Lower Burrell ranked?

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

How do I check an investment 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 investment advisor in Lower Burrell 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 investment 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 Lower Burrell

  1. November 2026: RFA Scores recalculated for 68 investment advisors serving Lower Burrell.

More investment advisors and Lower Burrell pages