#1Commonwealth Investment Management
CIM INVESTMENT MANAGEMENT INC
Based in Pittsburgh, PA
Retirement Plan Advisors in Pittsburgh, PA
The top-ranked retirement plan advisors serving Pittsburgh, PA are Commonwealth Investment Management, D.b. Root & Company, LLC and Elm Capital Management LLC. We list 35 retirement plan advisors serving Pittsburgh, PA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Pittsburgh, PA (Allegheny County). 35 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Pittsburgh
#2D.b. Root & Company, LLC
D.B. ROOT & COMPANY, LLCBased in Pittsburgh, PA#3Elm Capital Management LLC
ELM CAPITAL MANAGEMENT LLCBased in Pittsburgh, PA#4Henderson Brothers Financial Partners LLC
HENDERSON BROTHERS FINANCIAL PARTNERS LLCBased in Pittsburgh, PA#5Kailasa Capital Management LLC
KAILASA CAPITAL MANAGEMENT LLCBased in Pittsburgh, PA#6Primesolutions Advisors, LLC
PRIMESOLUTIONS ADVISORS, LLCBased in Pittsburgh, PA#7Steel Tower Investments
UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLCBased in Pittsburgh, PA#8Schneider Downs Wealth Management Advisors, LP
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LPServes this area from Pittsburgh, PA (1 mi)#9Hapanowicz Financial
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.Serves this area from Green Tree, PA (5 mi)#10Marathon Strategic Advisors, LLC
MARATHON STRATEGIC ADVISORS, LLCServes this area from Aspinwall, PA (5 mi)
20 more providers serving this area
- Dwd Portfolio Solutions, Inc., PA
- Legend Financial Advisors Inc, PA
- Milestone Asset Management, LLC, PA
- Vista Investment Management, LLC, PA
- Oakmont Capital Management, LLC, Oakmont, PA (9 mi)
- Marion Wealth Management, Monroeville, PA (11 mi)
- Confluence Financial Partners, McMurray, PA (12 mi)
- Valley Brook Capital Group, McMurray, PA (12 mi)
- Bill Few Associates, Inc., Sewickley Heights, PA (13 mi)
- Jms Capital Group Wealth Services, LLC, Sewickley, PA (13 mi)
- Fragasso Financial Advisors, Franklin Park, PA (14 mi)
- Guardian Capital, LLC, PA
- Bryan Advisory Services, LLC, Southpointe, PA (15 mi)
- Mfg Private Wealth, Southpointe, PA (15 mi)
- Main Advisory, Inc., Southpointe, PA (15 mi)
- Santori & Peters, Southpointe, PA (15 mi)
- Braun-bostich & Associates Inc., PA
- Petredis Investment Advisors, PA
- Capital A Wealth Management, PA
- Chapel Hill Investment Analysts Inc, PA
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Frequently asked questions
How many retirement plan advisors serve Pittsburgh?
We list 35 retirement plan advisors serving Pittsburgh, PA: 7 based there and 28 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Pittsburgh?
The top-ranked retirement plan advisors serving Pittsburgh, PA are Commonwealth Investment Management, D.b. Root & Company, LLC, Elm Capital Management LLC, Henderson Brothers Financial Partners LLC and Kailasa Capital Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Pittsburgh are verified against official records?
10 of the top 10 match an active official record: Commonwealth Investment Management (U.S. Securities and Exchange Commission), D.b. Root & Company, LLC (U.S. Securities and Exchange Commission), Elm Capital Management LLC (U.S. Securities and Exchange Commission), Henderson Brothers Financial Partners LLC (U.S. Securities and Exchange Commission) and Kailasa Capital Management LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .