Verified · Mount Lebanon
Trusted Financial Advisors in Mount Lebanon, PA
Trust matters when you're inviting a pro into your home or business. These financial advisors in Mount Lebanon have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Mount Lebanon, PA by verified customer ratings and review volume. The highest-rated is Charles Schwab with a 5.0-star rating from 5 verified reviews. 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 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
5★
Avg rating
3
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Charles Schwab
1600 Washington Rd Suite B, Pittsburgh, PA 15228, USA
Tracey Smith - Financial Advisor, Ameriprise Financial Services, LLC
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA
Edward Jones - Financial Advisor: Craig M Lowrie
2120 Cornwall Rd Suite 3, Lebanon, PA 17042, USA
Financial 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 | Gerhart Financial Services400 S 12th St, Lebanon, PA 17042, USA | 5.0★ | 1 |
| #5 | Michael H Lloyd - Financial Advisor, Ameriprise Financial Services, LLCCarriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA | — | — |
| #6 | Barr Associates Financial817 E Evergreen Rd, Lebanon, PA 17042, USA | 5.0★ | 2 |
| #7 | Stifel600 Isabel Dr Suite #4, Lebanon, PA 17042, USA | 5.0★ | 2 |
| #8 | MFA Wealth650 Washington Rd Suite 8000, Pittsburgh, PA 15228, USA | 5.0★ | 4 |
| #9 | Edward Jones - Financial Advisor: Cheryl L Batdorf, CFP®|CEPA®|AAMS®1501 E Cumberland St #4, Lebanon, PA 17042, USA | 5.0★ | 1 |
| #10 | Jay Green - Financial Advisor, Ameriprise Financial Services, LLC419 Chestnut St, Lebanon, PA 17042, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Mount Lebanon
Gerhart Financial Services
400 S 12th St, Lebanon, PA 17042, USA
Michael H Lloyd - Financial Advisor, Ameriprise Financial Services, LLC
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA
Barr Associates Financial
817 E Evergreen Rd, Lebanon, PA 17042, USA
Stifel
600 Isabel Dr Suite #4, Lebanon, PA 17042, USA
MFA Wealth
650 Washington Rd Suite 8000, Pittsburgh, PA 15228, USA
Edward Jones - Financial Advisor: Cheryl L Batdorf, CFP®|CEPA®|AAMS®
1501 E Cumberland St #4, Lebanon, PA 17042, USA
Jay Green - Financial Advisor, Ameriprise Financial Services, LLC
419 Chestnut St, Lebanon, PA 17042, USA
Yocum & Company
23 S 4th St, Lebanon, PA 17042, USA
Paul M Grachen - Associate Financial Advisor, Ameriprise Financial Services, LLC
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA
Creative Planning
650 Washington Rd 2nd Floor, Mount Lebanon Township, PA 15228, USA
Alex Dziamniski - Financial Advisor, Ameriprise Financial Services, LLC
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA
Harris Financial Management
300 Mt Lebanon Blvd # 2218A, Pittsburgh, PA 15234, USA
Steven Sabol - Financial Advisor, Ameriprise Financial Services, LLC
Carriage House, 1 Altoona Pl 1st Floor, Mt. Lebanon, PA 15228, USA
Lloyd, Smith & Grachen - Ameriprise Financial Services, LLC
Carriage House, 1 Altoona Pl 1st floor, Mount Lebanon Township, PA 15228, USA
Edward Jones - Financial Advisor: Nate Lowrie, CFP®
711 Poplar St, Lebanon, PA 17042, USA
Get Free Quotes
We'll connect you with the top financial advisors in Mount Lebanon, PA.
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Mount Lebanon
Related Searches
More ways to find financial advisors in Mount Lebanon
Financial Advisors in nearby cities