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Wealth Management Firms (RIAs) in Pittsburgh

59 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Confluence Financial Partners is the largest: $7.8 billion through Confluence Wealth Services, LLC (filed ).

Greycourt & Co. follows with $6.6 billion. The 56 advisers counted report $62.3 billion together; the ten largest hold 66% of it, and half report less than $429 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $62.3BN sitsThe 56 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $5BN to $10BN41%4 firms
  2. $1BN to $5BN34%10 firms
  3. $500MM to $1BN14%12 firms
  4. Under $500MM12%30 firms

Latest Form ADV of each, filed Jan 2026 to Oct 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 57 are wealth managers and 2 are wealth managers with a broker-dealer
59
Combined assets56 counted; as filed to Oct 2026
$62.3BN
Largest: Confluence Financial PartnersAs filed
$7.8BN
Median firmHalf of the 56 report less
$429MM
Held by the ten largestOf the $62.3BN combined
66%

Confluence Financial Partners, Greycourt & Co. and Allegheny Financial Group lead the Pittsburgh wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $51.3BN, 82% of the $62.3BN the 56 counted report.

  1. 1

    Confluence Financial Partners

    Wealth manager, Mcmurray, PA

    $7.8BNRegulatory assets, Sep 2026

    81% high net worth, 14% other individuals, 3% pension plans

    Individual clients
    5,148
  2. 2

    Greycourt & Co.

    Wealth manager, Pittsburgh, PA

    $6.6BNRegulatory assets, Aug 2026

    70% high net worth, 30% charities

    Individual clients
    36
  3. 3

    Allegheny Financial Group

    Wealth manager, Pittsburgh, PA

    $5.6BNRegulatory assets, Aug 2026

    80% high net worth, 14% other individuals, 3% private funds

    Individual clients
    3,920
    Private funds
    13
  4. 4

    Waldron Private Wealth

    Wealth manager, Bridgeville, PA

    $5.5BNRegulatory assets, Oct 2026

    99% high net worth, 1% other individuals

    Individual clients
    517
    Private funds
    1
  5. 5

    Schneider Downs Wealth Management Advisors

    Wealth manager, Pittsburgh, PA

    $3.3BNRegulatory assets, Mar 2026

    38% pension plans, 38% high net worth, 19% other individuals

    Individual clients
    663
  6. 6

    Gibson Capital

    Wealth manager, Wexford, PA

    $3.0BNRegulatory assets, Jul 2026

    51% high net worth, 38% charities, 8% pension plans

    Individual clients
    222
  7. 7

    Fragasso Financial Advisors

    Wealth manager, Sewickley, PA

    $2.8BNRegulatory assets, Jul 2026

    80% high net worth, 17% other individuals, 2% charities

    Individual clients
    2,073
  8. 8

    Cookson Peirce Wealth Management

    Wealth manager, Pittsburgh, PA

    $2.6BNRegulatory assets, Sep 2026

    57% other individuals, 27% high net worth, 5% funds (1940 act)

    Individual clients
    1,544
  9. 9

    Guyasuta Investment Advisors

    Wealth manager, Pittsburgh, PA

    $2.4BNRegulatory assets, Feb 2026

    84% high net worth, 6% other individuals, 5% charities

    Individual clients
    451
  10. 10

    Petredis Investment Advisors

    Wealth manager, Warrendale, PA

    $1.7BNRegulatory assets, Mar 2026

    95% high net worth, 4% other individuals

    Individual clients
    530
  11. 11

    Roble, Belko and Company

    Wealth manager, Sewickley, PA

    $1.6BNRegulatory assets, Mar 2026

    86% high net worth, 11% charities, 2% businesses

    Individual clients
    233
  12. 12

    Hunter Associates

    Wealth manager with a broker-dealer, Pittsburgh, PA

    $1.3BNRegulatory assets, Jul 2026

    73% high net worth, 18% other individuals, 6% charities

    Individual clients
    1,193
  13. 13

    Dinuzzo Private Wealth

    Wealth manager, Beaver, PA

    $1.2BNRegulatory assets, Sep 2026

    80% high net worth, 16% other individuals, 3% pension plans

    Individual clients
    779
  14. 14

    Trebuchet Consulting

    Wealth manager, Pittsburgh, PA

    $1.1BNRegulatory assets, Apr 2026

    94% high net worth, 5% other individuals, 1% businesses

    Individual clients
    410
  15. 15

    Aufman Associates

    Wealth manager, Sewickley, PA

    $972MMRegulatory assets, Mar 2026

    95% high net worth, 4% other individuals, 1% charities

    Individual clients
    245
  16. 16

    Covington Investment Advisors

    Wealth manager, Ligonier, PA

    $886MMRegulatory assets, Feb 2026

    65% high net worth, 24% charities, 7% other individuals

    Individual clients
    215
  17. 17

    Grant Street Asset Management

    Wealth manager, Canonsburg, PA

    $769MMRegulatory assets, Sep 2026

    77% high net worth, 11% charities, 11% other individuals

    Individual clients
    425
  18. 18

    EWA

    Wealth manager, Pittsburgh, PA

    $751MMRegulatory assets, Aug 2026

    87% other individuals, 13% high net worth

    Individual clients
    397
  19. 19

    Allegheny Investments

    Wealth manager, Pittsburgh, PA

    $742MMRegulatory assets, May 2026

    49% high net worth, 37% other individuals, 10% charities

    Individual clients
    1,360
  20. 20

    Milestone Asset Management

    Wealth manager, Pittsburgh, PA

    $691MMRegulatory assets, Feb 2026

    62% other individuals, 38% high net worth

    Individual clients
    1,347

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

The ten largest hold 66% of the assets

How the 56 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 56 firms counted, log scaleEach dot is one adviser and links to its row. Confluence Financial Partners $7.8BN; Greycourt & Co. $6.6BN; Allegheny Financial Group $5.6BN; median $429MM.$100MM$1BN$10BNConfluence Financial Partners: $7.8BNGreycourt & Co.: $6.6BNAllegheny Financial Group: $5.6BNWaldron Private Wealth: $5.5BNSchneider Downs Wealth Management Advisors: $3.3BNGibson Capital: $3.0BNFragasso Financial Advisors: $2.8BNCookson Peirce Wealth Management: $2.6BNGuyasuta Investment Advisors: $2.4BNPetredis Investment Advisors: $1.7BNRoble, Belko and Company: $1.6BNHunter Associates: $1.3BNDinuzzo Private Wealth: $1.2BNTrebuchet Consulting: $1.1BNAufman Associates: $972MMCovington Investment Advisors: $886MMGrant Street Asset Management: $769MMEWA: $751MMAllegheny Investments: $742MMMilestone Asset Management: $691MMQuattro Advisors: $662MMHapanowicz Financial: $622MMH Financial Management: $622MMCapital A Wealth Management: $613MMMFA Wealth Advisors: $605MMMarion Wealth Management: $543MMChapel Hill Investment Analysts: $436MMSantori & Peters: $433MMMacdougall Financial Counseling: $425MMHenderson Brothers Financial Partners: $407MMLegend Financial Advisors: $390MMThree Cord True Wealth Management: $318MMWMS Wealth Planners: $315MMInvicta Advisors: $310MMKailasa Capital Management: $298MMAspire Wealth Architects: $290MMWyze Wealth Advisors: $265MMSteel Tower Investments: $259MMBraun-Bostich & Associates: $250MMDWD Portfolio Solutions: $248MMValley Brook Capital Group: $223MMKapusta Financial Group: $200MMAdvice & Planning Services: $187MMHoffman Capital Advisors: $185MMNetworth Advisors: $185MMMarathon Strategic Advisors: $183MMAtmos Advisory: $181MMJMS Capital Group Wealth Services: $174MMRandall & Associates Wealth Management: $167MMKissling Financial Services: $165MMMain Advisory: $163MMRiver's Edge: $157MMMFG Private Wealth: $146MMGuardian Capital: $128MMSuccess Wealth Management: $110MMMoralis Technologies: $103MMConfluence Financial Partners $7.8BNGreycourt & Co. $6.6BNAllegheny Financial Group $5.6BNMedian $429MMAssets of each of the 56 firms counted, log scaleEach dot is one adviser and links to its row. Confluence Financial Partners $7.8BN; Greycourt & Co. $6.6BN; Allegheny Financial Group $5.6BN; median $429MM.$1BNConfluence Financial Partners $7.8BNMedian $429MM

One dot per firm counted; 3 firms with a main office outside Pittsburgh, a second row for the same adviser or only fund assets left out. Read .

The 56 firms, by size
Under $500MM3012%$7.3BN
$500MM to $1BN1214%$8.5BN
$1BN to $5BN1034%$21.0BN
$5BN to $10BN441%$25.5BN
$10BN to $25BN00%$0
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $62.3BN combined, one row per firm. Read .

13%

of the assets reported sits with one firm, Confluence Financial Partners. The five largest hold 46%; 42 of 56 report under $1 billion.

13%Largest34%Next 454%Other 51
Who the 59 are
  1. Wealth managers57
  2. Wealth managers with a broker-dealer2

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 56 advisers' assets by type of client
  1. High net worth71%
  2. Other individuals16%
  3. Charities7%
  4. Pension plans4%
  5. Businesses1%
  6. Private funds1%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Confluence Financial Partners5,148Sep 2026
2Allegheny Financial Group3,920Aug 2026
3Fragasso Financial Advisors2,073Jul 2026
4Cookson Peirce Wealth Management1,544Sep 2026
5Chapel Hill Investment Analysts1,411Mar 2026
6Allegheny Investments1,360May 2026
7Milestone Asset Management1,347Feb 2026
8Hunter Associates1,193Jul 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Confluence Financial Partners1,910Sep 2026
2Allegheny Financial Group1,337Aug 2026
3Milestone Asset Management1,012Feb 2026
4Fragasso Financial Advisors758Jul 2026
5Waldron Private Wealth349Oct 2026
6Henderson Brothers Financial Partners342Jun 2026
7Dinuzzo Private Wealth339Sep 2026
8Guyasuta Investment Advisors310Feb 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

Most private fundsPrivate funds each firm advises, on its latest Form ADV (Schedule D).
RankNameFigure
1Allegheny Financial Group13Aug 2026
2Quattro Advisors5Mar 2026
3Kailasa Capital Management1Mar 2026
4Waldron Private Wealth1Oct 2026

The list is public. The warm path is not. Schedule a conversation

All 59 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 59 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in Pittsburgh 59 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
Advice & Planning Services
Wealth manager, Youngwood, PA.
Detail and sources for Advice & Planning Services

Form ADV of Advice & Planning Services LLC (CRD 283626), SEC registered adviser, filed , main office Youngwood, PA: regulatory assets $187MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Tiaa-cref Individual & Institutional Services, LLC (CRD 20472), registered adviser, filed , New York, NY.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 319 individuals, 44 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$187MMMar 2026319100%
Allegheny Financial Group
Wealth manager, Pittsburgh, PA.
Detail and sources for Allegheny Financial Group

Form ADV of Allegheny Financial Group (CRD 104690), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $5.6BN; 13 private funds, $177MM gross; 103 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 3,920 individuals, 1,337 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$5.6BNAug 20263,97195%13
Allegheny Investments
Wealth manager, Pittsburgh, PA.
Detail and sources for Allegheny Investments

Form ADV of Allegheny Investments (CRD 7597), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $742MM; 21 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 1,360 individuals, 175 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV.

$742MMMay 20261,42787%
Aspire Wealth Architects
Wealth manager, Wexford, PA.
Detail and sources for Aspire Wealth Architects

Form ADV of Avalon Advisory Group LLC (CRD 297090), SEC registered adviser, filed , main office Wexford, PA: regulatory assets $290MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Avalon Advisory Group LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 137 individuals, 54 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$290MMMar 2026137100%
Atmos Advisory
Wealth manager, Pittsburgh, PA.
Detail and sources for Atmos Advisory

Form ADV of Atmos Advisory, LLC (CRD 160087), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $181MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Atmos Advisory, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 85 individuals, 42 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$181MMJan 20269096%
Aufman Associates
Wealth manager, Sewickley, PA.
Detail and sources for Aufman Associates

Form ADV of Aufman Associates Inc. (CRD 104622), SEC registered adviser, filed , main office Sewickley, PA: regulatory assets $972MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 245 individuals, 166 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$972MMMar 202624599%
Bill Few Associates
Wealth manager, Sewickley, PA. Main office Sewickley, PA; not in the totals.
Detail and sources for Bill Few Associates

Form ADV of Bill Few Associates, Inc. (CRD 133561), SEC registered adviser, filed , main office Sewickley, PA: regulatory assets $2.7BN; 31 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Sewickley, PA; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 2,954 individuals, 83 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$2.7BNMar 20262,97299%
Braun-Bostich & Associates
Wealth manager, Canonsburg, PA.
Detail and sources for Braun-Bostich & Associates

Form ADV of Braun-bostich & Associates Inc. (CRD 288336), SEC registered adviser, filed , main office Canonsburg, PA: regulatory assets $250MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Braun-bostich & Associates Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 269 individuals, 90 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$250MMApr 202626998%
Capital A Wealth Management
Wealth manager, Cranberry Twp., PA.
Detail and sources for Capital A Wealth Management

Form ADV of Capital A Wealth Management, LLC (CRD 328863), SEC registered adviser, filed , main office Cranberry Twp., PA: regulatory assets $613MM; 21 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 1,143 individuals, 139 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$613MMApr 20261,16292%
Chapel Hill Investment Analysts
Wealth manager, Greensburg, PA.
Detail and sources for Chapel Hill Investment Analysts

Form ADV of Chapel Hill Investment Analysts Inc. (CRD 109511), SEC registered adviser, filed , main office Greensburg, PA: regulatory assets $436MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 1,411 individuals, 3 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$436MMMar 20261,411100%
Confluence Financial Partners
Wealth manager, Mcmurray, PA.
Detail and sources for Confluence Financial Partners

Form ADV of Confluence Wealth Services, LLC (CRD 311980), SEC registered adviser, filed , main office Mcmurray, PA: regulatory assets $7.8BN; 71 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Confluence Wealth Services, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 5,148 individuals, 1,910 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$7.8BNSep 20265,22895%
Cookson Peirce Wealth Management
Wealth manager, Pittsburgh, PA.
Detail and sources for Cookson Peirce Wealth Management

Form ADV of Cookson Peirce & Co Inc. (CRD 110729), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $2.6BN; 29 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Cookson Peirce & Co Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and management of registered funds. Clients (Item 5.D): 1,544 individuals, 130 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.6BNSep 20261,64884%
Covington Investment Advisors
Wealth manager, Ligonier, PA.
Detail and sources for Covington Investment Advisors

Form ADV of Covington Investment Advisors, Inc. (CRD 127270), SEC registered adviser, filed , main office Ligonier, PA: regulatory assets $886MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Covington Investment Advisors, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 215 individuals, 74 of them high net worth; individuals hold 71% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$886MMFeb 202623671%
D.B. Root & Company
Wealth manager, Pittsburgh, PA. Main office Pittsburgh, PA; not in the totals.
Detail and sources for D.B. Root & Company

Form ADV of D.B. Root & Company, LLC (CRD 188512), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $952MM; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Pittsburgh, PA; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and educational seminars. Clients (Item 5.D): 743 individuals, 95 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$952MMJun 202677790%
Dinuzzo Private Wealth
Wealth manager, Beaver, PA.
Detail and sources for Dinuzzo Private Wealth

Form ADV of Dinuzzo Private Wealth, Inc. (CRD 112778), SEC registered adviser, filed , main office Beaver, PA: regulatory assets $1.2BN; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Dinuzzo Private Wealth, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 779 individuals, 339 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.2BNSep 202679696%
DWD Portfolio Solutions
Wealth manager, Pittsburgh, PA.
Detail and sources for DWD Portfolio Solutions

Form ADV of DWD Portfolio Solutions, Inc. (CRD 121435), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $248MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 316 individuals, 27 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$248MMMar 202631699%
EWA
Wealth manager, Pittsburgh, PA.
Detail and sources for EWA

Form ADV of EWA, LLC (CRD 308977), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $751MM; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 397 individuals, 203 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$751MMAug 2026397100%
Fragasso Financial Advisors
Wealth manager, Sewickley, PA.
Detail and sources for Fragasso Financial Advisors

Form ADV of Fragasso Financial Advisors Inc. (CRD 123255), SEC registered adviser, filed , main office Sewickley, PA: regulatory assets $2.8BN; 35 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Fragasso Financial Advisors Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 2,073 individuals, 758 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.8BNJul 20262,20596%
Gibson Capital
Wealth manager, Wexford, PA.
Detail and sources for Gibson Capital

Form ADV of Gibson Capital, LLC (CRD 148836), SEC registered adviser, filed , main office Wexford, PA: regulatory assets $3.0BN; 16 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Gibson Capital, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 222 individuals, 175 of them high net worth; individuals hold 51% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.0BNJul 202624751%
Grant Street Asset Management
Wealth manager, Canonsburg, PA.
Detail and sources for Grant Street Asset Management

Form ADV of Grant Street Asset Management Inc. (CRD 106980), SEC registered adviser, filed , main office Canonsburg, PA: regulatory assets $769MM; 18 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Grant Street Asset Management Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 425 individuals, 168 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$769MMSep 202644587%
Greycourt & Co.
Wealth manager, Pittsburgh, PA.
Detail and sources for Greycourt & Co.

Form ADV of Greycourt LLC (CRD 111936), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $6.6BN; 37 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 36 individuals, 36 of them high net worth; individuals hold 70% of its regulatory assets.

Files: SEC Form ADV.

$6.6BNAug 20264470%
Guardian Capital
Wealth manager, Wexford, PA.
Detail and sources for Guardian Capital

Form ADV of Guardian Capital, LLC (CRD 156015), SEC registered adviser, filed , main office Wexford, PA: regulatory assets $128MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Guardian Capital, LLC, quarter ended , filed .

Possible match by name only, not counted: Guardian Capital LP (CRD 105078), registered adviser, filed , Toronto, Ontario.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 240 individuals, 31 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$128MMFeb 2026241100%
Guyasuta Investment Advisors
Wealth manager, Pittsburgh, PA.
Detail and sources for Guyasuta Investment Advisors

Form ADV of Guyasuta Investment Advisors, Incorporated (CRD 108400), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $2.4BN; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Guyasuta Investment Advisors, Incorporated, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 451 individuals, 310 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.4BNFeb 202647890%
H Financial Management
Wealth manager, Canonsburg, PA.
Detail and sources for H Financial Management

Form ADV of Hoge Financial Services, LLC (CRD 148209), SEC registered adviser, filed , main office Canonsburg, PA: regulatory assets $622MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 544 individuals, 166 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$622MMSep 202655789%
Hapanowicz Financial
Wealth manager, Pittsburgh, PA.
Detail and sources for Hapanowicz Financial

Form ADV of Hapanowicz & Associates Financial Services, Inc. (CRD 157523), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $622MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Hapanowicz & Associates Financial Services, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and educational seminars. Clients (Item 5.D): 640 individuals, 178 of them high net worth; individuals hold 83% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$622MMJun 202665283%
Henderson Brothers Financial Partners
Wealth manager, Pittsburgh, PA.
Detail and sources for Henderson Brothers Financial Partners

Form ADV of Henderson Brothers Financial Partners LLC (CRD 333732), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $407MM; 30 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Henderson Brothers Financial Partners LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 1,044 individuals, 342 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$407MMJun 20261,04499%
Henry H. Armstrong Associates
Wealth manager, Pittsburgh, PA. Main office Pittsburgh, PA; not in the totals.
Detail and sources for Henry H. Armstrong Associates

Form ADV of Henry H. Armstrong Associates, Inc. (CRD 105510), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $1.2BN; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Pittsburgh, PA; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 141 individuals, 113 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$1.2BNMar 202614199%
Hoffman Capital Advisors
Wealth manager, Cranberry Twp, PA.
Detail and sources for Hoffman Capital Advisors

Form ADV of Hoffman Capital Advisors LLC (CRD 287766), SEC registered adviser, filed , main office Cranberry Twp, PA: regulatory assets $185MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 365 individuals, 48 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$185MMFeb 202637095%
Hunter Associates
Wealth manager with a broker-dealer, Pittsburgh, PA.
Detail and sources for Hunter Associates

Form ADV of Hunter Associates Investment Management LLC (CRD 30177), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $1.3BN; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 1,193 individuals, 263 of them high net worth; individuals hold 91% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$1.3BNJul 20261,24091%
Invicta Advisors
Wealth manager with a broker-dealer, Oakmont, PA.
Detail and sources for Invicta Advisors

Form ADV of Invicta Advisors LLC (CRD 298868), SEC registered adviser, filed , main office Oakmont, PA: regulatory assets $310MM; 44 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,152 individuals, 35 of them high net worth; individuals hold 95% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$310MMMar 20261,16395%
JMS Capital Group Wealth Services
Wealth manager, Sewickley, PA.
Detail and sources for JMS Capital Group Wealth Services

Form ADV of JMS Capital Group Wealth Services, LLC (CRD 281325), SEC registered adviser, filed , main office Sewickley, PA: regulatory assets $174MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and other services. Clients (Item 5.D): 415 individuals, 150 of them high net worth; individuals hold 77% of its regulatory assets.

Files: SEC Form ADV.

$174MMMar 202641977%
Kailasa Capital Management
Wealth manager, Pittsburgh, PA.
Detail and sources for Kailasa Capital Management

Form ADV of Kailasa Capital Management LLC (CRD 286159), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $298MM; 1 private fund, $4.0MM gross; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 116 individuals, 44 of them high net worth; individuals hold 80% of its regulatory assets.

Files: SEC Form ADV.

$298MMMar 202613080%1
Kapusta Financial Group
Wealth manager, Pittsburgh, PA.
Detail and sources for Kapusta Financial Group

Form ADV of Kapusta Financial Group, Inc. (CRD 123349), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $200MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 205 individuals, 65 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$200MMJul 2026207100%
Kissling Financial Services
Wealth manager, New Castle, PA.
Detail and sources for Kissling Financial Services

Form ADV of Kissling Financial Services, LLC (CRD 299531), SEC registered adviser, filed , main office New Castle, PA: regulatory assets $165MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 689 individuals, 69 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$165MMMar 202670490%
Legend Financial Advisors
Wealth manager, Pittsburgh, PA.
Detail and sources for Legend Financial Advisors

Form ADV of Legend Financial Advisors Inc. (CRD 108207), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $390MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, publications and educational seminars. Clients (Item 5.D): 215 individuals, 117 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$390MMMar 202621997%
Macdougall Financial Counseling
Wealth manager, Delmont, PA.
Detail and sources for Macdougall Financial Counseling

Form ADV of Macdougall Financial Counseling (CRD 104644), SEC registered adviser, filed , main office Delmont, PA: regulatory assets $425MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 116 individuals, 73 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$425MMAug 202612495%
Main Advisory
Wealth manager, Canonsburg, PA.
Detail and sources for Main Advisory

Form ADV of Main Advisory, Inc. (CRD 328040), SEC registered adviser, filed , main office Canonsburg, PA: regulatory assets $163MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 214 individuals, 30 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$163MMFeb 202621495%
Marathon Strategic Advisors
Wealth manager, Pittsburgh, PA.
Detail and sources for Marathon Strategic Advisors

Form ADV of Marathon Strategic Advisors, LLC (CRD 117108), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $183MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Marathon Strategic Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and other services. Clients (Item 5.D): 195 individuals, 75 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$183MMSep 202620594%
Marion Wealth Management
Wealth manager, Monroeville, PA.
Detail and sources for Marion Wealth Management

Form ADV of Marion Wealth Management, LLC (CRD 315730), SEC registered adviser, filed , main office Monroeville, PA: regulatory assets $543MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Marion Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 456 individuals, 164 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$543MMMay 2026456100%
MFA Wealth Advisors
Wealth manager, Pittsburgh, PA.
Detail and sources for MFA Wealth Advisors

Form ADV of MFA Wealth Advisors, LLC (CRD 171984), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $605MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of MFA Wealth Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 801 individuals, 137 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$605MMAug 2026801100%
MFG Private Wealth
Wealth manager, Canonsburg, PA.
Detail and sources for MFG Private Wealth

Form ADV of The Musuneggi Financial Group, LLC (CRD 334574), SEC registered adviser, filed , main office Canonsburg, PA: regulatory assets $146MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 777 individuals, 129 of them high net worth; individuals hold 85% of its regulatory assets.

Files: SEC Form ADV.

$146MMAug 202679585%
Milestone Asset Management
Wealth manager, Pittsburgh, PA.
Detail and sources for Milestone Asset Management

Form ADV of Milestone Asset Management, LLC (CRD 310441), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $691MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Milestone Asset Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 1,347 individuals, 1,012 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$691MMFeb 20261,359100%
Moralis Technologies
Wealth manager, Pittsburgh, PA.
Detail and sources for Moralis Technologies

Form ADV of Moralis Technologies, LLC (CRD 316221), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $103MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 60 individuals, 18 of them high net worth; individuals hold 65% of its regulatory assets.

Files: SEC Form ADV.

$103MMAug 20266765%
Networth Advisors
Wealth manager, Canonsburg, PA.
Detail and sources for Networth Advisors

Form ADV of Networth Advisors, LLC (CRD 311621), SEC registered adviser, filed , main office Canonsburg, PA: regulatory assets $185MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 405 individuals, 56 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$185MMMay 2026405100%
Petredis Investment Advisors
Wealth manager, Warrendale, PA.
Detail and sources for Petredis Investment Advisors

Form ADV of Petredis Investment Advisors LLC (CRD 322371), SEC registered adviser, filed , main office Warrendale, PA: regulatory assets $1.7BN; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Petredis Investment Advisors LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 530 individuals, 301 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.7BNMar 202653599%
Quattro Advisors
Wealth manager, Pittsburgh, PA.
Detail and sources for Quattro Advisors

Form ADV of Quattro Advisors L.L.C. (CRD 146438), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $662MM; 5 private funds, $81MM gross; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 392 individuals, 196 of them high net worth; individuals hold 53% of its regulatory assets.

Files: SEC Form ADV.

$662MMMar 202641453%5
Randall & Associates Wealth Management
Wealth manager, Butler, PA.
Detail and sources for Randall & Associates Wealth Management

Form ADV of Randall & Associates Wealth Management, Inc. (CRD 323846), SEC registered adviser, filed , main office Butler, PA: regulatory assets $167MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Randall & Associates Wealth Management, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 166 individuals, 47 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$167MMJan 202616699%
River's Edge
Wealth manager, Beaver, PA.
Detail and sources for River's Edge

Form ADV of River's Edge Wealth Management LLC (CRD 313711), SEC registered adviser, filed , main office Beaver, PA: regulatory assets $157MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 217 individuals, 56 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$157MMApr 202623696%
Roble, Belko and Company
Wealth manager, Sewickley, PA.
Detail and sources for Roble, Belko and Company

Form ADV of Roble, Belko and Company, Inc. (CRD 123286), SEC registered adviser, filed , main office Sewickley, PA: regulatory assets $1.6BN; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 233 individuals, 150 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV.

$1.6BNMar 202624887%
Santori & Peters
Wealth manager, Canonsburg, PA.
Detail and sources for Santori & Peters

Form ADV of Santori & Peters, Inc. (CRD 105978), SEC registered adviser, filed , main office Canonsburg, PA: regulatory assets $433MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Santori & Peters, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 199 individuals, 71 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$433MMMar 202619998%
Schneider Downs Wealth Management Advisors
Wealth manager, Pittsburgh, PA.
Detail and sources for Schneider Downs Wealth Management Advisors

Form ADV of Schneider Downs Wealth Management Advisors, LP (CRD 128591), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $3.3BN; 28 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Schneider Downs Wealth Management Advisors, LP, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 663 individuals, 94 of them high net worth; individuals hold 57% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.3BNMar 202678657%
Steel Tower Investments
Wealth manager, Pittsburgh, PA.
Detail and sources for Steel Tower Investments

Form ADV of Up Strategic Wealth Investment Advisors, LLC (CRD 166742), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $259MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 44 individuals, 18 of them high net worth; individuals hold 85% of its regulatory assets.

Files: SEC Form ADV.

$259MMMar 20266885%
Success Wealth Management
Wealth manager, Wexford, PA.
Detail and sources for Success Wealth Management

Form ADV of Success Wealth Management LLC (CRD 299094), SEC registered adviser, filed , main office Wexford, PA: regulatory assets $110MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 814 individuals, 11 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$110MMSep 202682199%
Three Cord True Wealth Management
Wealth manager, Beaver, PA.
Detail and sources for Three Cord True Wealth Management

Form ADV of Three Cord True Wealth Management, LLC (CRD 307480), SEC registered adviser, filed , main office Beaver, PA: regulatory assets $318MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 577 individuals, 254 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$318MMMay 202658499%
Trebuchet Consulting
Wealth manager, Pittsburgh, PA.
Detail and sources for Trebuchet Consulting

Form ADV of Trebuchet Consulting, LLC (CRD 166645), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $1.1BN; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 410 individuals, 220 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNApr 202641499%
Valley Brook Capital Group
Wealth manager, Venetia, PA.
Detail and sources for Valley Brook Capital Group

Form ADV of Valley Brook Capital Group, Inc. (CRD 122460), SEC registered adviser, filed , main office Venetia, PA: regulatory assets $223MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Valley Brook Capital Group, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 196 individuals, 59 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$223MMFeb 202620484%
Waldron Private Wealth
Wealth manager, Bridgeville, PA.
Detail and sources for Waldron Private Wealth

Form ADV of Waldron Private Wealth, LLC (CRD 131063), SEC registered adviser, filed , main office Bridgeville, PA: regulatory assets $5.5BN; 1 private fund, $0K gross; 70 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, selection of other advisers and other services. Clients (Item 5.D): 517 individuals, 349 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$5.5BNOct 2026517100%1
WMS Wealth Planners
Wealth manager, Pittsburgh, PA.
Detail and sources for WMS Wealth Planners

Form ADV of Wealth Management Strategies, Inc. (CRD 305481), SEC registered adviser, filed , main office Pittsburgh, PA: regulatory assets $315MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Wealth Management Strategies, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 292 individuals, 80 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$315MMJul 202629294%
Wyze Wealth Advisors
Wealth manager, Canonsburg, PA.
Detail and sources for Wyze Wealth Advisors

Form ADV of Wyze Wealth Advisors, LLC (CRD 329413), SEC registered adviser, filed , main office Canonsburg, PA: regulatory assets $265MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 138 individuals, 100 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$265MMJul 202613899%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

A few large advisers hold most of the money

Five findings from the filings of the 56 firms counted.

  1. 13%

    of the $62.3 billion the 56 firms counted report is one firm's: Confluence Financial Partners. Without it, the other 55 report $54.5 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $429MM

    is the median: half of the 56 report less, and 42 report under $1 billion.

    Assets, latest Form ADV of each

  3. 20

    private funds are advised by the firms counted; Allegheny Financial Group advises the most, 13.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 71%

    of their assets is high net worth money; the next largest client type is other individuals, at 16%.

    Client types each adviser reports with its assets; sums of filed figures

  5. 35

    of the 56 have their main office in Allegheny County, PA; the next place is Washington County, PA, with 10.

    Main office on each Form ADV

Questions

How many wealth management firms are there in Pittsburgh?

This list holds 59 wealth management firms in the Pittsburgh metro; 56 of them report regulatory assets on Form ADV, $62.3 billion together.

What are the largest wealth management firms in Pittsburgh?

By the regulatory assets they report: Confluence Financial Partners $7.8 billion, Greycourt & Co. $6.6 billion, Allegheny Financial Group $5.6 billion, Waldron Private Wealth $5.5 billion, Schneider Downs Wealth Management Advisors $3.3 billion.

How much do wealth management firms in Pittsburgh typically manage?

Of the 56 that report, the median reports $429 million in regulatory assets; 42 report under $1 billion.

How do you start a relationship with wealth management firms in Pittsburgh?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
59 wealth management firms, 57 are wealth managers and 2 are wealth managers with a broker-dealer. Every SEC registered adviser with a main office in Pittsburgh, PA MSA (Census CBSA 38300) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 56 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Pittsburgh metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $62.3BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 3 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 59, 59 report on a current Form ADV and 24 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 59 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 24 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Pittsburgh," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-pittsburgh

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