Pricing Guide · Monroeville
Financial Advisors Cost in Monroeville, PA — 2026 Price Guide
What should you pay for financial advisors in Monroeville? See real 2026 price ranges from local pros and get free quotes to compare.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Monroeville, PA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Marion Wealth Management with a 5.0-star rating from 13 Google reviews and an RNM Score of 84/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Marion Wealth Management
Marion Wealth Management stands out as the top-ranked advisor in Monroeville due to its strong reputation for personalized financial planning and client-focused service.
Most Reviewed
Northwestern Mutual
A high review count often indicates a larger client base and greater community trust, which can be helpful when evaluating an advisor's reliability and track record.
When choosing a financial advisor in Monroeville, consider scheduling initial consultations with at least two firms to compare their fee structures and communication styles. Always verify credentials and check for any disclosures on their regulatory records.
Local Market Snapshot
18
Businesses listed
4.3★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 13 Google reviews for trusted financial guidance in Monroeville.
2790 Mosside Blvd #640, Monroeville, PA 15146, USARated 4.3 stars from 6 Google reviews, this Monroeville financial advisor is well-regarded.
2790 Mosside Blvd #540, Monroeville, PA 15146, USARated 5.0 stars from 2 reviews, this Monroeville advisor offers trusted financial guidance.
4099 William Penn Hwy, Monroeville, PA 15146, USAFinancial 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 | D'Ambrosio Financial Advisors3824 Northern Pike #850, Monroeville, PA 15146, USA | 5.0★ | 17 |
| #8 | Wealth Ratio Advisors - Ameriprise Financial Services, LLC2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA | — | — |
| #9 | Morgan Stanley Financial Advisors1 Monroeville Blvd Center Suite 1010, Monroeville, PA 15146, USA | 3.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Glenn G Kolod2550 Mosside Blvd #104, Monroeville, PA 15146, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Monroeville
Trusted Monroeville financial advisor with a solid 4.0-star rating from several reviews.
One Monroeville Center, #950, Monroeville, PA 15146, USA
This financial advisor in Monroeville has no Google reviews yet, so no rating is available.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, USA
Financial advisor in Monroeville, PA, with no customer reviews yet.
4044 Monroeville Blvd, Monroeville, PA 15146, USA
5.0 stars from 17 Google reviews for trusted financial guidance in Monroeville.
3824 Northern Pike #850, Monroeville, PA 15146, USA
No Google reviews yet for this Monroeville financial advisor.
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Mixed 3.0-star rating from 2 Google reviews for a Monroeville financial advisor.
1 Monroeville Blvd Center Suite 1010, Monroeville, PA 15146, USA
No reviews yet; ratings help gauge local trust for financial guidance in Monroeville.
2550 Mosside Blvd #104, Monroeville, PA 15146, USA
Rated 4.0 stars from 4 Google reviews, this Monroeville financial advisor offers trusted guidance.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, USA
5.0-star rating from clients, reflecting strong local satisfaction.
Jonnet Building, 4099 William Penn Hwy, Monroeville, PA 15146, USA
Mixed 3.0-star rating based on 1 Google review.
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
A Monroeville financial advisor with no customer reviews yet.
4055 Monroeville Blvd # 430, Monroeville, PA 15146, USA
Helping Monroeville residents with financial planning; currently no online reviews.
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
No Google reviews yet for this Monroeville financial advisor.
2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
No ratings yet; this Monroeville financial advisor has no Google reviews to reference.
300 Oxford Dr # 75, Monroeville, PA 15146, USA
Exceptional 5.0-star rating from a handful of Google reviews.
2790 Mosside Blvd f4, Monroeville, PA 15146, USA
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Financial Advisors in Monroeville, PA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Marion Wealth Management | 84/100 | 5.0 ★ | 13 |
| 2 | Coy Capital Management, Inc. | 69/100 | 4.3 ★ | 6 |
| 3 | Alto Financial Group | 76/100 | 5.0 ★ | 2 |
| 4 | Heberle Helm Ferguson Group of Raymond James | 53/100 | 4.0 ★ | 4 |
| 5 | Katelynn Powell - Associate Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 6 | Berer Financial Management | 15/100 | — | 0 |
| 7 | D'Ambrosio Financial Advisors | 74/100 | 5.0 ★ | 17 |
| 8 | Wealth Ratio Advisors - Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 9 | Morgan Stanley Financial Advisors | 30/100 | 3.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Glenn G Kolod | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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