Top Picks · Mount Lebanon
Best Financial Advisors in Mount Lebanon, PA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Mount Lebanon, PA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Charles Schwab with a 5.0-star rating from 5 Google reviews and an RNM Score of 80/100. Also in the top tier: Tracey Smith - Financial Advisor, Ameriprise Financial Services, LLC and Edward Jones - Financial Advisor: Craig M Lowrie. The average rating across all listed financial advisors in Mount Lebanon is 5 stars from 3 reviews per business on average.
Financial advisors in Mount Lebanon 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
Barr Associates Financial
Barr Associates Financial stands out as the top-ranked advisor in Mount Lebanon due to its strong local reputation and comprehensive financial planning services.
Most Reviewed
Charles Schwab
A high review count indicates broad client experience and trust, which can help consumers gauge service reliability and satisfaction.
When choosing a financial advisor in Mount Lebanon, consider both the advisor's local reputation and the volume of client reviews to ensure a good fit. Always verify credentials and fee structures before committing.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating based on 5 Google reviews from local clients.
1600 Washington Rd Suite B, Pittsburgh, PA 15228, USAExceptional 5.0-star rating from two Google reviews in Mount Lebanon.
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USATrusted Mount Lebanon financial advisor with a strong 4.6-star rating from 11 reviews.
2120 Cornwall Rd Suite 3, Lebanon, PA 17042, USAFinancial Advisors Rankings in Mount Lebanon, PA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Charles Schwab1600 Washington Rd Suite B, Pittsburgh, PA 15228, USA | 5.0★ | 5 |
| #2 | Tracey Smith - Financial Advisor, Ameriprise Financial Services, LLCCarriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA | 5.0★ | 2 |
| #3 | Edward Jones - Financial Advisor: Craig M Lowrie2120 Cornwall Rd Suite 3, Lebanon, PA 17042, USA | 4.6★ | 11 |
| #4 | MFA Wealth650 Washington Rd Suite 8000, Pittsburgh, PA 15228, USA | 5.0★ | 4 |
| #5 | Stifel600 Isabel Dr Suite #4, Lebanon, PA 17042, USA | 5.0★ | 2 |
| #6 | Barr Associates Financial817 E Evergreen Rd, Lebanon, PA 17042, USA | 5.0★ | 2 |
| #7 | Gerhart Financial Services400 S 12th St, Lebanon, PA 17042, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Cheryl L Batdorf, CFP®|CEPA®|AAMS®1501 E Cumberland St #4, Lebanon, PA 17042, USA | 5.0★ | 1 |
| #9 | Yocum & Company23 S 4th St, Lebanon, PA 17042, USA | 5.0★ | 1 |
| #10 | Alex Dziamniski - Financial Advisor, Ameriprise Financial Services, LLCCarriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Mount Lebanon
Trusted Mount Lebanon financial advisor with a perfect 5.0-star rating from clients.
650 Washington Rd Suite 8000, Pittsburgh, PA 15228, USA
Exceptional 5.0-star rating from a small number of client reviews.
600 Isabel Dr Suite #4, Lebanon, PA 17042, USA
Trusted Mount Lebanon financial advisor with a perfect 5.0 rating from 2 reviews.
817 E Evergreen Rd, Lebanon, PA 17042, USA
5.0★ rating from Google reviews reflects exceptional client satisfaction.
400 S 12th St, Lebanon, PA 17042, USA
Trusted financial advisor with a perfect 5.0-star rating from local clients.
1501 E Cumberland St #4, Lebanon, PA 17042, USA
Earns a perfect 5.0-star rating from its clients on Google.
23 S 4th St, Lebanon, PA 17042, USA
This financial advisor in Mount Lebanon has not yet received any Google reviews.
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA
This advisor has no customer reviews yet to help guide your choice.
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA
This financial advisor has not yet received any Google reviews or ratings.
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA
This financial advisor in Mount Lebanon has no Google reviews yet.
300 Mt Lebanon Blvd # 2218A, Pittsburgh, PA 15234, USA
A local financial advisor in Mount Lebanon with no online reviews yet.
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA
No reviews yet; a new financial advisor in Mount Lebanon, PA.
650 Washington Rd 2nd Floor, Mount Lebanon Township, PA 15228, USA
New to Google reviews, this Mount Lebanon financial advisor has no ratings yet.
711 Poplar St, Lebanon, PA 17042, USA
Top-rated financial advisor in Mount Lebanon with a perfect 5.0★ rating from early clients.
419 Chestnut St, Lebanon, PA 17042, USA
No ratings yet; this advisor has no Google reviews to reference.
Carriage House, 1 Altoona Pl 1st Floor, Mt. Lebanon, PA 15228, USA
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Financial Advisors in Mount Lebanon, PA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Charles Schwab | 80/100 | 5.0 ★ | 5 |
| 2 | Tracey Smith - Financial Advisor, Ameriprise Financial Services, LLC | 76/100 | 5.0 ★ | 2 |
| 3 | Edward Jones - Financial Advisor: Craig M Lowrie | 65/100 | 4.6 ★ | 11 |
| 4 | MFA Wealth | 67/100 | 5.0 ★ | 4 |
| 5 | Stifel | 64/100 | 5.0 ★ | 2 |
| 6 | Barr Associates Financial | 64/100 | 5.0 ★ | 2 |
| 7 | Gerhart Financial Services | 62/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Cheryl L Batdorf, CFP®|CEPA®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 9 | Yocum & Company | 62/100 | 5.0 ★ | 1 |
| 10 | Alex Dziamniski - Financial Advisor, Ameriprise Financial Services, LLC | 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 Mount Lebanon
What is a fiduciary financial advisor and why does it matter in Mount Lebanon?
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 Mount Lebanon, 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 Mount Lebanon?
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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