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Affordable Financial Advisors in Monroeville, PA
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As of May 2026, RatingsNearMe ranks 18 financial advisors in Monroeville, PA by verified customer ratings and review volume. The highest-rated is Marion Wealth Management with a 5.0-star rating from 13 verified reviews. Also in the top tier: Coy Capital Management, Inc. and Alto Financial Group. The average rating across all listed financial advisors in Monroeville is 4.3 stars from 5 reviews per business on average.
Financial advisors in Monroeville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.3★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Marion Wealth Management
2790 Mosside Blvd #640, Monroeville, PA 15146, USA
Coy Capital Management, Inc.
2790 Mosside Blvd #540, Monroeville, PA 15146, USA
Alto Financial Group
4099 William Penn Hwy, Monroeville, PA 15146, USA
Financial Advisors Rankings in Monroeville, PA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Marion Wealth Management2790 Mosside Blvd #640, Monroeville, PA 15146, USA | 5.0★ | 13 |
| #2 | Coy Capital Management, Inc.2790 Mosside Blvd #540, Monroeville, PA 15146, USA | 4.3★ | 6 |
| #3 | Alto Financial Group4099 William Penn Hwy, Monroeville, PA 15146, USA | 5.0★ | 2 |
| #4 | Heberle Helm Ferguson Group of Raymond JamesOne Monroeville Center, #950, Monroeville, PA 15146, USA | 4.0★ | 4 |
| #5 | Katelynn Powell - Associate Financial Advisor, Ameriprise Financial Services, LLC4055 Monroeville Blvd # 430, Monroeville, PA 15146, USA | — | — |
| #6 | Berer Financial Management4044 Monroeville Blvd, Monroeville, PA 15146, USA | — | — |
| #7 | Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC4055 Monroeville Blvd # 430, Monroeville, PA 15146, USA | 4.0★ | 4 |
| #8 | Bridge Point Wealth Partners - Ameriprise Financial Services, LLC2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA | — | — |
| #9 | Riley Financial Strategies Group300 Oxford Dr # 75, Monroeville, PA 15146, USA | — | — |
| #10 | Garrett Peter Helfritch - Private Wealth Advisor, Ameriprise Financial Services, LLC2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Monroeville
Heberle Helm Ferguson Group of Raymond James
One Monroeville Center, #950, Monroeville, PA 15146, USA
Katelynn Powell - Associate Financial Advisor, Ameriprise Financial Services, LLC
4055 Monroeville Blvd # 430, Monroeville, PA 15146, USA
Berer Financial Management
4044 Monroeville Blvd, Monroeville, PA 15146, USA
Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC
4055 Monroeville Blvd # 430, Monroeville, PA 15146, USA
Bridge Point Wealth Partners - Ameriprise Financial Services, LLC
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Riley Financial Strategies Group
300 Oxford Dr # 75, Monroeville, PA 15146, USA
Garrett Peter Helfritch - Private Wealth Advisor, Ameriprise Financial Services, LLC
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Wealth Ratio Advisors - Ameriprise Financial Services, LLC
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Matthew Orman - Private Wealth Advisor, Ameriprise Financial Services, LLC
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Joseph Figurelli - Financial Advisor, Ameriprise Financial Services, LLC
4055 Monroeville Blvd # 430, Monroeville, PA 15146, USA
Horizon Financial Advisors
Jonnet Building, 4099 William Penn Hwy, Monroeville, PA 15146, USA
Northwestern Mutual
2790 Mosside Blvd f4, Monroeville, PA 15146, USA
D'Ambrosio Financial Advisors
3824 Northern Pike #850, Monroeville, PA 15146, USA
Morgan Stanley Financial Advisors
1 Monroeville Blvd Center Suite 1010, Monroeville, PA 15146, USA
Edward Jones - Financial Advisor: Glenn G Kolod
2550 Mosside Blvd #104, Monroeville, PA 15146, USA
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Frequently Asked Questions — Financial Advisors in Monroeville
What is a fiduciary financial advisor and why does it matter in Monroeville?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Monroeville, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Monroeville?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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