Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Pittsburgh, PA
55 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01
All advisers in PA
Firm
Assets
Employees
Disclosures
Mellon Investments Corporation
$873.87 billion
98
5
Federated Investment Management Company
$590.10 billion
106
0
Federated Investment Counseling
$207.21 billion
213
0
Pnc Wealth Management
$30.27 billion
1,713
9
Federated Equity Management Company of Pennsylvania
$14.25 billion
15
0
Greycourt & Co., Inc.
$6.61 billion
37
0
Incline Equity Partners
$5.96 billion
93
0
Allegheny Financial Group
$5.59 billion
103
0
Schneider Downs Wealth Management Advisors, LP
$3.31 billion
28
3
Staley Capital Advisers Inc
$3.11 billion
16
0
Pnc Steel City Advisors, LLC
$2.72 billion
12
6
Cookson Peirce Wealth Management
$2.56 billion
29
0
Guyasuta Investment Advisors, Incorporated
$2.44 billion
13
0
Hunter Associates LLC
$1.34 billion
14
0
The Coury Firm
$1.32 billion
23
0
Commonwealth Investment Management
$1.28 billion
7
0
Henry H. Armstrong Associates, Inc.
$1.23 billion
5
0
Trebuchet Consulting, LLC
$1.08 billion
7
0
D.B. Root & Company, LLC
$952.4 million
22
0
Absolute Capital Management, LLC
$812.1 million
14
0
Ewa, LLC
$750.7 million
14
0
Interchange Capital Partners
$743.6 million
13
0
Allegheny Investments
$742.1 million
21
0
Milestone Asset Management, LLC
$690.7 million
13
0
Quattro Advisors L.L.C.
$661.7 million
6
0
Hapanowicz Financial
$622.3 million
13
0
Mfa Wealth Advisors, LLC
$605.4 million
13
0
Continuim Equity Partners, LP
$560.4 million
22
0
Venator Management LLC
$511.7 million
3
0
Primesolutions Advisors, LLC
$440.1 million
2
4
Henderson Brothers Financial Partners LLC
$406.8 million
30
0
Legend Financial Advisors Inc
$389.9 million
11
0
US Asset Management, LLC
$358.5 million
6
1
Vista Investment Management, LLC
$323.9 million
4
1
Wms Wealth Planners
$314.7 million
6
0
Chronometer Partners LP
$308.4 million
10
0
Kailasa Capital Management LLC
$298.3 million
3
0
Steel Tower Investments
$258.7 million
5
0
Dwd Portfolio Solutions, Inc.
$248.3 million
6
0
Kapusta Financial Group
$199.6 million
4
0
Oak Tree Investment Advisors
$192.2 million
5
0
Marathon Strategic Advisors, LLC
$182.7 million
2
0
Atmos Advisory, LLC
$180.9 million
4
0
Agility Equity Partners
$173.1 million
7
0
Elm Capital Management LLC
$133.4 million
6
0
Oxford Real Estate Advisors Inc
$116.9 million
2
0
Healthview Asset Management, Inc.
$104.4 million
3
0
Moralis Technologies, LLC
$103.0 million
13
0
Compass Investments LLC
$93.2 million
5
0
Hunter Private Capital Advisors, LLC
$16.4 million
6
0
Federated Advisory Services Company
$0
208
0
Frontier Capital, LLC
$0
1
0
Keystone Bitcoin
$0
2
0
Stock Snips, Inc.
$0
4
0
Federated Securities Corp.
$0
311
0