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Investment Advisors in Upper Saint Clair, PA: 2026 rankings

60 investment 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 68/100; 5.0★ from 107 Google reviews; open Saturdays until 5 PM.

  2. 8

    Most-reviewed: The Kelley Financial Group, 115 Google reviews at 5.0★, the most of 60 ranked; ranked #8.

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

60 Upper Saint Clair investment advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 60 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 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 investment advisors in Upper Saint Clair at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sterling Heights Financial Group, LLC685.0★ (107)Pittsburgh, 4 mi awaySat · EveningsTop score
2Equilibrium Wealth Advisors675.0★ (105)Pittsburgh, 6 mi away——
3Cranberry Wealth664.8★ (20)Cranberry Township, 24 mi away——
4Carson Wealth664.9★ (112)Pittsburgh, 9 mi away——
5Penninvest Group664.3★ (6)Pittsburgh, 11 mi away——
6CHICS BUY HOMES665.0★ (3)McKeesport, 8 mi awaySat—
7Ifft & Palmer Associates645.0★ (52)Pittsburgh, 8 mi away——
8The Kelley Financial Group645.0★ (115)Allison Park, 19 mi away—Most reviews
9Guardian Capital, LLC634.0★ (4)Franklin Park, 20 mi away——
10Western & Southern Life623.5★ (8)Cranberry Township, 24 mi away——

All 60 investment 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.

  3. #3 Cranberry Wealth

    Based in Cranberry Township, 24 mi away

    66/100RFA Score

    Ranked #3 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

  4. #4 Carson Wealth

    Based in Pittsburgh, 9 mi away

    66/100RFA Score

    Ranked #4 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

  5. #5 Penninvest Group

    Based in Pittsburgh, 11 mi away

    66/100RFA Score

    Ranked #5 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

  6. #6 CHICS BUY HOMES

    Based in McKeesport, 8 mi away

    66/100RFA Score

    Ranked #6 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

  9. #9 Guardian Capital, LLC

    Based in Franklin Park, 20 mi away

    63/100RFA Score

    Ranked #9 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

  10. #10 Western & Southern Life

    Based in Cranberry Township, 24 mi away

    62/100RFA Score

    Ranked #10 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

  11. #11 Winthrop Partners

    Based in Pittsburgh, 2 mi away

    62/100RFA Score

    Ranked #11 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

  12. #12 iFinancial Services

    Based in Upper Saint Clair

    61/100RFA Score

    Ranked #12 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

  13. #13 Edward Jones - Financial Advisor: Matt Lichtenstein, CEPA®|WMCP®|ABFP®|CRPS™

    Based in Bethel Park, 2 mi away

    60/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    420 Bower Hill Rd, Bridgeville, PA 15017
    View profile for Edward Jones - Financial Advisor: Matt Lichtenstein, CEPA®|WMCP®|ABFP®|CRPS™(412) 221-7388

  14. #14 EightPoint Financial

    Based in Allison Park, 14 mi away

    60/100RFA Score

    Ranked #14 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 BNY Wealth Pittsburgh

    Based in Pittsburgh, 9 mi away

    59/100RFA Score

    Ranked #19 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

  20. #20 WesBanco Bank

    Based in Pittsburgh, 4 mi away

    59/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.8★ from 13 Google reviews, listed on Google as “Bank”.

    • 3.8★ from 13 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    728 Washington Rd, Pittsburgh, PA 15228
    View profile for WesBanco Bank(412) 561-2470

  21. #21 Visionary Capital

    Based in Pittsburgh, 9 mi away

    59/100RFA Score

    Ranked #21 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

  22. #22 Fidelity Investments

    Based in Pittsburgh, 2 mi away

    59/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.2★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 27 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1680 Washington Rd Ste H, Pittsburgh, PA 15241
    View profile for Fidelity Investments(800) 476-4721

  23. #23 Charles Schwab

    Based in Pittsburgh, 2 mi away

    59/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1600 Washington Rd Ste B, Pittsburgh, PA 15228
    View profile for Charles Schwab(412) 347-5959

How we ranked Upper Saint Clair investment advisors

We scored 60 Upper Saint Clair 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 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 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 Upper Saint Clair: frequently asked questions

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

By RFA Score, the highest-ranked investment advisor in Upper Saint Clair, PA is Sterling Heights Financial Group, LLC with an RFA Score of 68/100. It has 5.0★ from 107 Google reviews. It is open Saturdays until 5 PM. Equilibrium Wealth Advisors (#2) and Cranberry Wealth (#3) follow. We ranked 60 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Upper Saint Clair?

RankedFinancialAdvisors ranks 60 investment advisors serving Upper Saint Clair, PA. 2 of them are based in Upper Saint Clair; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Upper Saint Clair work on weekends?

4 of 60 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Sterling Heights Financial Group, LLC (#1), CHICS BUY HOMES (#6) and Visionary Capital (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Upper Saint Clair investment advisors have?

The median Google rating among 60 rated investment advisors in Upper Saint Clair is 4.7★, with a median of 7 reviews. The Kelley Financial Group has the most, 115 reviews, and ranks #8. 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 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 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 Upper Saint Clair 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 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 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 Upper Saint Clair

  1. November 2026: RFA Scores recalculated for 60 investment advisors serving Upper Saint Clair.

More investment advisors and Upper Saint Clair pages