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Hefren-Tillotson Named To Advisory HQ's List of Top 10 Best Financial Advisors

PITTSBURGH — Hefren-Tillotson, Inc., one of Western Pennsylvania’s largest investment advisory and financial planning firms, has been named to Advisory HQ’s list of the Top 10 Best Financial Advisors in Pittsburgh.

“We take great pride in our deep, enduring customer relationships, so it’s truly rewarding to be recognized as being in the top 10 in our industry by an independent reviewer,” said Kim Tillotson Fleming, company Chief Executive Officer. “To have our core values specifically mentioned is particularly meaningful. It’s a very proud moment for our entire team because our values serve as a guide for our team in all that we do.”

Advisory HQ uses a 4-step selection methodology for identifying top advisors:

  • Advisory HQ identifies a wide range of wealth advisory firms that operate within a designated city or state using publicly available sources.
  • The Advisory HQ Review and Research team applies its initial methodology filters to narrow down this comprehensive list of identified firms that include acting as a fiduciary, transparency, experience and more.
  • The team then conducts an assessment of the remaining advisors using selection filters such as customized services, resource availability and more.
  • Additional selection filters are then applied to create the top-ranking list.

Advisory HQ News is an online news media outlet that provides extensive research,independent reviews, and top rankings of financial firms and products across the U.S., U.K., and Canada.


About Hefren-Tillotson —Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. The firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFAs. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.