Primary Service Areas:
Pittsburgh, Ben Avon Heights, Bethel Park, Cranberry Township, Edgeworth, Findlay, Fox Chapel, Franklin Park, Jefferson Hills, Marshall, McMurray, Mt. Lebanon, Murrysville, O’Hara Township, Peters Township, Pine Township, Robinson, Seven Fields, Sewickley, Sewickley Heights, South Fayette, Upper St. Clair and more.

Disclosures:

Forbes Best-in-State Wealth Advisor: Awarded to Neal McGrath (2025). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 34,925 nominations received, based on thresholds –19,640 invited to complete online survey – 14,476 telephone interviews – 2,657 in-person interviews at Advisor’s location, and 1,311 web-based interviews.​

To compile the second annual Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted. The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (between August 2023 and August 2024). The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor’s final placement on the 2025 Top Advisors list.

Awarded June 2025, using data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24. The methodology used for this rating was based solely on factors unrelated to the quality of investment advice provided by CWM, LLC (such as assets under management and other quantitative criteria). No compensation was provided in connection with or in exchange for placement on this rating. Third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results. This recognition should not be construed as an endorsement of the advisor by any client. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.