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Fidelon
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Market Standing · 2026

The most transparent firms in Pittsburgh.

254 scored firmsTop 10 recognizedfidelon.com/markets/pittsburgh-pa
#1IA-only$66.6M91.6ARecognized · #1 Firm
2IA-only$86M91.1ARecognized · Top 10
3IA-only—91Arank within Top 10; below the 80 standard
4IA-only$13.4M91ARecognized · Top 10
5IA-only—91Arank within Top 10; below the 80 standard
6IA-only—91Arank within Top 10; below the 80 standard
7
Mons Olympus
CRD 333673
IA-only—91Arank within Top 10; below the 80 standard
8
Cs Ellis
CRD 336094
IA-only$16.5M91ARecognized · Top 10
9IA-only—91Arank within Top 10; below the 80 standard
10IA-only—90.8Arank within Top 10; below the 80 standard
11IA-only$11.4M90.7A—
12IA-only—90.6A—
13IA-only$250M90.5A—
14IA-only—90.4A—
15IA-only—90.4A—
16IA-only$7.7M90.4A—
17IA-only$146M90.4A—
18IA-only$90.4M90.3A—
19IA-only$859K90.2A—
20IA-only$1B90A—
21
Freedomtrust
CRD 311992
IA-only—90A—
22IA-only$163M89.8A—
23IA-only$5.6M89.7A—
24IA-only$26.3M89.6A—
25IA-only$12.9M89.6A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Pittsburgh

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    JACO JORDAAN
    RIVERCHASE WEALTH MANAGEMENT, LLC · Upper St. Clair, PA
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  2. 2
    WALTER ANDREW LAUB
    ASPIRE WEALTH ARCHITECTS · Wexford, PA
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  3. 3
    CHRISTOPHER JON SIDONI
    GIBSON CAPITAL, LLC · Wexford, PA
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  4. 4
    ERIC LEE DEMICO
    GIBSON CAPITAL, LLC · Wexford, PA
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  5. 5
    CHAD EVERETT HILEMAN
    GIBSON CAPITAL, LLC · Wexford, PA
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  6. 6
    DOUGLAS GEORGE BOSTICH
    BRAUN-BOSTICH & ASSOCIATES INC. · Canonsburg, PA
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  7. 7
    JERRY EDWARD KATZ
    OAKMONT CAPITAL MANAGEMENT, LLC · Pittsburgh, PA
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  8. 8
    LAWRENCE JON KOTESKI
    OAKMONT CAPITAL MANAGEMENT, LLC · Oakmont, PA
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  9. 9
    PATRICK WILLIAM FISHER
    OAKMONT CAPITAL MANAGEMENT, LLC · Pittsburgh, PA
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  10. 10
    Tammy Lynn Pompei
    BRAUN-BOSTICH & ASSOCIATES INC. · Canonsburg, PA
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