City
Wealth management firms in Pittsburgh, Pennsylvania
As of October 2, 2026, 75 wealth management firms, including broker-dealer firms, with their main office in Pittsburgh, Pennsylvania reported $69.4 billion in regulatory assets under management; the largest by assets was PNC Wealth Management, with $30.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 75
- Regulatory assets under management
- $69.4 billion
- Average per firm
- $925.8 million
- SEC-registered, of those listed
- 36 of 75 (48.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | PNC Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $30.3 billion | 164,103 |
| 2 | Greycourt & Co., Inc. Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported. | SEC | $6.6 billion | 44 |
| 3 | Allegheny Financial Group | SEC | $5.6 billion | 14,030 |
| 4 | Schneider Downs Wealth Management Advisors, LP | SEC | $3.3 billion | 1,952 |
| 5 | Staley Capital Advisers Inc | SEC | $3.1 billion | 1,062 |
| 6 | Cookson Peirce Wealth Management | SEC | $2.6 billion | 2,505 |
| 7 | Guyasuta Investment Advisors, Incorporated | SEC | $2.4 billion | 1,389 |
| 8 | Hunter Associates LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.3 billion | 2,624 |
| 9 | The Coury Firm | SEC | $1.3 billion | 1,031 |
| 10 | Henry H. Armstrong Associates, Inc. | SEC | $1.2 billion | 530 |
| 11 | Trebuchet Consulting, LLC | SEC | $1.1 billion | 1,026 |
| 12 | D.B. Root & Company, LLC | SEC | $952.4 million | 2,654 |
| 13 | Ewa, LLC | SEC | $750.7 million | 2,602 |
| 14 | Interchange Capital Partners | SEC | $743.6 million | 1,283 |
| 15 | Allegheny Investments | SEC | $742.1 million | 3,261 |
| 16 | Milestone Asset Management, LLC | SEC | $690.7 million | 3,229 |
| 17 | Quattro Advisors L.L.C. | SEC | $661.7 million | 2,075 |
| 18 | Hapanowicz Financial | SEC | $622.3 million | 1,016 |
| 19 | Mfa Wealth Advisors, LLC | SEC | $605.4 million | 2,033 |
| 20 | Venator Management LLC | SEC | $511.7 million | 82 |
| 21 | Henderson Brothers Financial Partners LLC | SEC | $406.8 million | 1,492 |
| 22 | Legend Financial Advisors Inc | SEC | $389.9 million | 219 |
| 23 | Vista Investment Management, LLC | SEC | $323.9 million | 544 |
| 24 | WMS Wealth Planners | SEC | $314.7 million | 732 |
| 25 | Kailasa Capital Management LLC | SEC | $298.3 million | 357 |
| 26 | Steel Tower Investments | SEC | $258.7 million | 182 |
| 27 | DWD Portfolio Solutions, Inc. | SEC | $248.3 million | 779 |
| 28 | Kapusta Financial Group | SEC | $199.6 million | 971 |
| 29 | Oak Tree Investment Advisors | SEC | $192.2 million | 273 |
| 30 | Marathon Strategic Advisors, LLC | SEC | $182.7 million | 600 |
| 31 | Atmos Advisory, LLC | SEC | $180.9 million | 295 |
| 32 | Centerview Wealth Advisors, LLC | State | $144.0 million | 165 |
| 33 | Elm Capital Management LLC | SEC | $133.4 million | 564 |
| 34 | Healthview Asset Management, Inc. | SEC | $104.4 million | 182 |
| 35 | Moralis Technologies, LLC | SEC | $103.0 million | 118 |
| 36 | Compass Investments LLC | SEC | $93.2 million | 418 |
| 37 | The Baran James Company, Inc. | State | $89.7 million | 489 |
| 38 | DPCM | State | $77.0 million | 595 |
| 39 | Financial Advisors Consortium, Inc. | State | $72.9 million | 327 |
| 40 | Rockcliff Capital, LLC | State | $66.5 million | 194 |
| 41 | North River Wealth Advisors | State | $65.8 million | 280 |
| 42 | Chu Financial Management Corporation | State | $47.6 million | 43 |
| 43 | Astra Prime Wealth Management | State | $47.2 million | 26 |
| 44 | Neptune Wealth | State | $35.5 million | 189 |
| 45 | DS Wealth Advisors, Inc. | State | $35.4 million | 280 |
| 46 | Franklin Madison Private Wealth | State | $30.3 million | 27 |
| 47 | A. Neff Associates LLC | State | $25.1 million | 27 |
| 48 | Bokeh Capital Partners LLC | State | $22.8 million | 74 |
| 49 | Riverside Financial Advisors LLC | State | $22.4 million | 97 |
| 50 | Iron Link Capital LLC | State | $15.4 million | 92 |
| 51 | Etch Financial | State | $14.1 million | 45 |
| 52 | Potomac Investment Management, Inc. | State | $11.4 million | 9 |
| 53 | Medwealth Advisors | State | $9.9 million | 93 |
| 54 | Wealthprotect Advisors LLC | State | $7.7 million | 32 |
| 55 | 80 West Asset Management, LLC | State | $6.9 million | 33 |
| 56 | Peridot Capital Management | State | $6.3 million | 41 |
| 57 | Herrington Investment Solutions | State | $5.6 million | 8 |
| 58 | Clearpeak Capital Management | State | $2.7 million | 25 |
| 59 | Blue Devil Advisors LLC | State | $2.7 million | 6 |
| 60 | Solid Oak Advisory | State | $1.8 million | 8 |
| 61 | Saberi Investments, LLC | State | $964,318 | 11 |
| 62 | Bennington Asset Management, LLC | State | $0 | 0 |
| 63 | Emerick Financial Planning, LLC | State | $0 | 0 |
| 64 | Finease Consulting | State | $0 | 0 |
| 65 | Ford Financial Advisors, Limited | State | $0 | 0 |
| 66 | Keith L. Eliou, CFP | State | $0 | 0 |
| 67 | Keystone Bitcoin | SEC | $0 | 0 |
| 68 | Kramer Fiduciary Services | State | $0 | 0 |
| 69 | Lange Financial Group, LLC | State | $0 | 0 |
| 70 | Mons Olympus LLC | State | $0 | 0 |
| 71 | Paraplan Ondemand | State | $0 | 0 |
| 72 | Prosper Wisely, LLC | State | $0 | 0 |
| 73 | Sheth Group Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 74 | Smart Financial Group, LLC | State | $0 | 0 |
| 75 | iCapital Advisors | State | $0 | 0 |
Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.
Wealth management firms in Pennsylvania, including every city.
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.