SEC-registered wealth management firm Broker-dealer affiliated
Hunter Associates LLC
As of its Form ADV filed July 30, 2026, Hunter Associates LLC, an SEC-registered, broker-dealer affiliated wealth management firm in Pittsburgh, Pennsylvania, reported $1.3 billion in regulatory assets under management across 2,624 accounts, ranking #74 among all wealth firms in Pennsylvania by assets.
Registration
- Main office
- Pittsburgh, PA
- Registration
- SEC-registered, Approved
- CRD number
- 30177
- SEC file number
- 801-42007
- Registered since
- July 27, 1992
- Latest Form ADV filing
- July 30, 2026
- Legal name
- HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 1
Key figures
- Regulatory assets under management
- $1.3 billion
- Discretionary
- $1.3 billion (99.9%)
- Non-discretionary
- $1.1 million
- Accounts
- 2,624 (2,621 discretionary)
- Clients
- 1,241, approximate as reported
- Employees
- 14
- Advisory staff
- 14 performing investment advisory functions
- Average account
- $510,292
- Asset growth, 1 year
- 11.4% (from $1.2 billion a year earlier)
- Asset growth, 3-year annual rate
- 17.2% (from $832.7 million three years earlier)
- Asset growth, 5-year annual rate
- 9.5% (from $850.7 million five years earlier)
- Client growth, 1 year
- 10.3% (from 1,125)
Broker-dealer affiliated. The firm is itself a broker-dealer as well as an investment adviser (Form ADV Item 6.A(1)). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $496.3 million |
| October 3, 2011 | $544.3 million |
| October 1, 2012 | $663.8 million |
| October 1, 2013 | $723.4 million |
| October 1, 2014 | $635.3 million |
| October 1, 2015 | $572.1 million |
| October 3, 2016 | $572.7 million |
| October 2, 2017 | $571.4 million |
| October 1, 2018 | $644.2 million |
| October 1, 2019 | $612.4 million |
| October 1, 2020 | $739.2 million |
| October 4, 2021 | $850.7 million |
| October 3, 2022 | $1.0 billion |
| October 5, 2023 | $832.7 million |
| October 1, 2024 | $1.0 billion |
| September 2, 2025 | $1.2 billion |
| October 2, 2026 | $1.3 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 263 clients | $971.6 million | |
| Individuals (other than high net worth) 930 clients | $247.2 million | |
| Charitable organizations 26 clients | $75.4 million | |
| Corporations or other businesses 15 clients | $42.6 million | |
| Pension and profit sharing plans 6 clients | $2.2 million |
How the firm is paid
- A percentage of assets under management
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Financial planning clients (Item 5.H): 1-10.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Broker-dealer
- Insurance broker or agent
Financial industry affiliations (Item 7.A)
- Other investment adviser
- Sponsor, general partner or managing member of pooled investment vehicles
Custody (Item 9)
The firm reported custody of client cash or securities, $19.6 million in total.
Investment adviser representatives
- IARs registered with the firm
- 17
- Also registered through a broker-dealer
- 17
- Employees who are IARs (Form ADV 5.B(3))
- 13
Designations held by the firm's IARs: CFP 5, CFA 2.
1 of the firm's 17 IARs is registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Pennsylvania
| Firm | City | RAUM |
|---|---|---|
| Meridian Wealth Partners, LLC | East Norriton | $1.4 billion |
| Chadds Ford Wealth Partners, LLC | Chadds Ford | $1.3 billion |
| The Coury Firm | Pittsburgh | $1.3 billion |
| Valley National Advisers Inc | Bethlehem | $1.3 billion |
| Baldwin Investment Management, LLC | West Conshohocken | $1.3 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Hunter Associates LLC on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.hunterassociates.com
- Wealth management firms in Pennsylvania
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.