Hefren-tillotson, Inc.

Hefren-tillotson, Inc. (CRD# 53) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $5,841,424,663 in 19,042 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,841
    MILLION
  • Total Number of Accounts
    19,042
    ACCOUNTS
  • Average Account Value
    $306,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV

Financial Advisors at Hefren-tillotson, Inc.
Showing 1 - 10 of 125 top financial advisors.
1
James A. Beck
CRD#: 1188675
540 Pellis Road, Greensburg, PA 15601
96
Wealthminder
score

James Beck (CRD# 1188675) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Greensburg, PA and has over 33 years of experience in the finance industry. James Beck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald M. Belt
CRD#: 2252406
308 Seventh Avenue, Pittsburgh, PA 15222
96
Wealthminder
score

Donald Belt (CRD# 2252406) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Pittsburgh, PA and has over 21 years of experience in the finance industry.

3
Kurt E. Carlson
CRD#: 2060777
12570 Perry Highway, Suite 100, Wexford, PA 15090
96
Wealthminder
score

Kurt Carlson (CRD# 2060777) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 26 years of experience in the finance industry. Kurt Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John R. Chamberland
CRD#: 2851946
12570 Perry Highway, Suite 100, Wexford, PA 15090
96
Wealthminder
score

John Chamberland (CRD# 2851946) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 19 years of experience in the finance industry. John Chamberland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Adam P. Davidson
CRD#: 2879768
12570 Perry Highway, Suite 100, Wexford, PA 15090
96
Wealthminder
score

Adam Davidson (CRD# 2879768) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 18 years of experience in the finance industry. Adam Davidson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Samuel J. Dippold
CRD#: 5357071
12570 Perry Highway, Suite 100, Wexford, PA 15090
96
Wealthminder
score

Samuel Dippold (CRD# 5357071) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 5 years of experience in the finance industry. Samuel Dippold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Bernard J. Dougherty
CRD#: 2262371
308 Seventh Avenue, Pittsburgh, PA 15222
96
Wealthminder
score

Bernard Dougherty (CRD# 2262371) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Pittsburgh, PA and has over 23 years of experience in the finance industry. Bernard Dougherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jack R. Ellenberger
CRD#: 5111578
540 Pellis Road, Greensburg, PA 15601
96
Wealthminder
score

Jack Ellenberger (CRD# 5111578) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Greensburg, PA and has over 10 years of experience in the finance industry. Jack Ellenberger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Gregory P. Farrell
CRD#: 2364000
12570 Perry Highway, Suite 100, Wexford, PA 15090
96
Wealthminder
score

Gregory Farrell (CRD# 2364000) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 23 years of experience in the finance industry. Gregory Farrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Kimberly T. Fleming
CRD#: 871264
308 Seventh Avenue, Pittsburgh, PA 15222
96
Wealthminder
score

Kimberly Fleming (CRD# 871264) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Pittsburgh, PA and has over 37 years of experience in the finance industry.

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