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Data / Investment advisers / Pennsylvania / Pittsburgh

Investment advisers in Pittsburgh, PA: 62 firms, $1.8 trillion in AUM

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

62 investment advisers have their main office in Pittsburgh, Pennsylvania: 55 SEC registered and 7 exempt reporting. The registered advisers report $1.8 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Mellon Investments Corporation with $874 billion.

The request: Every investment adviser in Pittsburgh, Pennsylvania with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 62Advisers
  • 55SEC registered
  • 7Exempt reporting
  • $1.8 trillionTotal AUM
  • 48Advisers over $100 million
  • 19Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Mellon Investments CorporationPittsburgh$873.87 billion3,94298Not listed(617) 248-3682adviserinfo.sec.gov
Federated Investment Management CompanyPittsburgh$590.10 billion71106Not listed(412) 288-1900adviserinfo.sec.gov
Federated Investment CounselingPittsburgh$207.21 billion8,7212133(412) 288-1900adviserinfo.sec.gov
PNC Wealth ManagementPittsburgh$30.27 billion164,1031,713Not listed(800) 762-6111adviserinfo.sec.gov
Federated Equity Management Company of PennsylvaniaPittsburgh$14.25 billion1415Not listed(412) 288-1900adviserinfo.sec.gov
Greycourt & Co., Inc.Pittsburgh$6.61 billion4437Not listed(412) 361-0100adviserinfo.sec.gov
Incline Equity PartnersPittsburgh$5.96 billion329332(412) 315-7800adviserinfo.sec.gov
Allegheny Financial GroupPittsburgh$5.59 billion14,03010313(412) 367-3880adviserinfo.sec.gov
Schneider Downs Wealth Management Advisors, LPPittsburgh$3.31 billion1,95228Not listed(412) 697-5200adviserinfo.sec.gov
Staley Capital Advisers IncPittsburgh$3.11 billion1,062161(412) 394-1292adviserinfo.sec.gov
PNC Steel City Advisors, LLCPittsburgh$2.72 billion412Not listed(312) 454-2922adviserinfo.sec.gov
Cookson Peirce Wealth ManagementPittsburgh$2.56 billion2,50529Not listed(412) 471-5320cooksonpeirce.comadviserinfo.sec.gov
Guyasuta Investment Advisors, IncorporatedPittsburgh$2.44 billion1,38913Not listed(412) 447-4560guyasuta.comadviserinfo.sec.gov
Hunter Associates LLCPittsburgh$1.34 billion2,62414Not listed(412) 471-4191hunterassociates.comadviserinfo.sec.gov
The Coury FirmPittsburgh$1.32 billion1,031231(412) 261-5744couryfirm.comadviserinfo.sec.gov
Commonwealth Investment ManagementPittsburgh$1.28 billion637Not listed(412) 765-2771ciminvests.comadviserinfo.sec.gov
Henry H. Armstrong Associates, Inc.Pittsburgh$1.23 billion5305Not listed(412) 471-1551henryarmstrong.comadviserinfo.sec.gov
Trebuchet Consulting, LLCPittsburgh$1.08 billion1,0267Not listed(412) 388-0715trebuchetconsultingllc.comadviserinfo.sec.gov
D.B. Root & Company, LLCPittsburgh$952.4 million2,65422Not listed(412) 227-2800dbroot.comadviserinfo.sec.gov
Absolute Capital Management, LLCPittsburgh$812.1 million2,69714Not listed(412) 388-1600abscapfunds.comadviserinfo.sec.gov
Ewa, LLCPittsburgh$750.7 million2,60214Not listed(412) 288-2363ewa-llc.comadviserinfo.sec.gov
Interchange Capital PartnersPittsburgh$743.6 million1,28313Not listed(412) 307-4230interchangecp.comadviserinfo.sec.gov
Allegheny InvestmentsPittsburgh$742.1 million3,26121Not listed(412) 367-3880adviserinfo.sec.gov
Milestone Asset Management, LLCPittsburgh$690.7 million3,22913Not listed(412) 643-3058adviserinfo.sec.gov
Quattro Advisors L.L.C.Pittsburgh$661.7 million2,07565(412) 586-5406quattro-advisors.comadviserinfo.sec.gov
Hapanowicz FinancialPittsburgh$622.3 million1,01613Not listed(412) 261-5966hapfinancial.comadviserinfo.sec.gov
Mfa Wealth Advisors, LLCPittsburgh$605.4 million2,03313Not listed(412) 343-8700adviserinfo.sec.gov
Continuim Equity Partners, LPPittsburgh$560.4 million9228(412) 586-7651continuim.comadviserinfo.sec.gov
Venator Management LLCPittsburgh$511.7 million8231(412) 586-3747venatormanagement.comadviserinfo.sec.gov
Primesolutions Advisors, LLCPittsburgh$440.1 million32Not listed(412) 818-5780primesolutionsadvisors.comadviserinfo.sec.gov
Henderson Brothers Financial Partners LLCPittsburgh$406.8 million1,49230Not listed(412) 261-3333hendersonbrothersfinancialpartners.comadviserinfo.sec.gov
Legend Financial Advisors IncPittsburgh$389.9 million21911Not listed(412) 635-9210legend-financial.comadviserinfo.sec.gov
US Asset Management, LLCPittsburgh$358.5 million496Not listed(412) 231-8209adviserinfo.sec.gov
Vista Investment Management, LLCPittsburgh$323.9 million5444Not listed(412) 824-5940vista-im.comadviserinfo.sec.gov
WMS Wealth PlannersPittsburgh$314.7 million7326Not listed(412) 781-7100wmswealthplanners.comadviserinfo.sec.gov
Chronometer Partners LPPittsburgh$308.4 million210Not listed(917) 468-7879chrono-partners.comadviserinfo.sec.gov
Kailasa Capital Management LLCPittsburgh$298.3 million35731(571) 313-0873kailasacm.comadviserinfo.sec.gov
Steel Tower InvestmentsPittsburgh$258.7 million1825Not listed(412) 586-2060upswia.comadviserinfo.sec.gov
DWD Portfolio Solutions, Inc.Pittsburgh$248.3 million7796Not listed(412) 341-6642dwdportfolios.comadviserinfo.sec.gov
Kapusta Financial GroupPittsburgh$199.6 million9714Not listed(412) 851-1400kapustafinancial.comadviserinfo.sec.gov
Oak Tree Investment AdvisorsPittsburgh$192.2 million2735Not listed(412) 802-8358myoaktreeadvisors.comadviserinfo.sec.gov
Marathon Strategic Advisors, LLCPittsburgh$182.7 million6002Not listed(740) 282-5198mstrategic.comadviserinfo.sec.gov
Atmos Advisory, LLCPittsburgh$180.9 million2954Not listed(412) 497-1766adviserinfo.sec.gov
Agility Equity PartnersPittsburgh$173.1 million11711(724) 984-2009tailendcapital.comadviserinfo.sec.gov
Elm Capital Management LLCPittsburgh$133.4 million5646Not listed(412) 456-4700elderlawmanagement.comadviserinfo.sec.gov
Oxford Real Estate Advisors IncPittsburgh$116.9 million121(412) 261-1500adviserinfo.sec.gov
Healthview Asset Management, Inc.Pittsburgh$104.4 million1823Not listed(412) 782-5400healthviewria.comadviserinfo.sec.gov
Moralis Technologies, LLCPittsburgh$103 million11813Not listed(833) 730-3700aquinaswealth.comadviserinfo.sec.gov
Compass Investments LLCPittsburgh$93.2 million4185Not listed(570) 916-2208compassinvestmentsllc.comadviserinfo.sec.gov
Hunter Private Capital Advisors, LLCPittsburgh$16.4 million262(412) 471-4191adviserinfo.sec.gov
Birchmere Management LLCPittsburghNot listedNot listedNot listed6(412) 498-8102birchmerelabs.comadviserinfo.sec.gov
Partners Edge ManagementPittsburghNot listedNot listedNot listed2(412) 362-0309adviserinfo.sec.gov
Strategic Investment Fund, Inc.PittsburghNot listedNot listedNot listed2(412) 281-4783strategicinvestmentfund.orgadviserinfo.sec.gov
BTNV Management, LLCPittsburghNot listedNot listedNot listed1(412) 726-5067btn.vcadviserinfo.sec.gov
Pine Road Asset Management LLCPittsburghNot listedNot listedNot listed1(412) 553-1043adviserinfo.sec.gov
Power of 32 Site Development Fund, LLCPittsburghNot listedNot listedNot listed1(412) 281-4783p32sitefund.comadviserinfo.sec.gov
Three Rivers Fund Advisors, LLCPittsburghNot listedNot listedNot listed1(412) 253-1826adviserinfo.sec.gov
Federated Advisory Services CompanyPittsburghNot listed0208Not listed(412) 288-1900adviserinfo.sec.gov
Federated Securities Corp.PittsburghNot listed0311Not listed(412) 288-1900adviserinfo.sec.gov
Frontier Capital, LLCPittsburghNot listed01Not listed(540) 239-5910adviserinfo.sec.gov
Keystone BitcoinPittsburghNot listed02Not listed(412) 844-4994keystonebitcoin.comadviserinfo.sec.gov
Stock Snips, Inc.PittsburghNot listed04Not listed(412) 841-8467adviserinfo.sec.gov

Advisers in Pittsburgh that manage private funds

19 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Incline Equity PartnersPittsburghPA32Not listed32Not listedNot listed$5.99 billion$5.96 billionadviserinfo.sec.gov
Allegheny Financial GroupPittsburghPA1366Not listed1$176.8 million$5.59 billionadviserinfo.sec.gov
Agility Equity PartnersPittsburghPA11Not listed11Not listedNot listed$177.1 million$173.1 millionadviserinfo.sec.gov
Continuim Equity Partners, LPPittsburghPA8Not listed8Not listedNot listed$560.4 million$560.4 millionadviserinfo.sec.gov
Birchmere Management LLCPittsburghPA6Not listedNot listed6Not listed$120.5 millionNot listedadviserinfo.sec.gov
Quattro Advisors L.L.C.PittsburghPA514Not listedNot listed$81.3 million$661.7 millionadviserinfo.sec.gov
Federated Investment CounselingPittsburghPA3Not listedNot listedNot listedNot listed$2.83 billion$207.21 billionadviserinfo.sec.gov
Hunter Private Capital Advisors, LLCPittsburghPA2Not listed2Not listedNot listed$16.4 million$16.4 millionadviserinfo.sec.gov
Partners Edge ManagementPittsburghPA2Not listed2Not listedNot listed$55.2 millionNot listedadviserinfo.sec.gov
Strategic Investment Fund, Inc.PittsburghPA2Not listedNot listedNot listed2$58.6 millionNot listedadviserinfo.sec.gov
Staley Capital Advisers IncPittsburghPA11Not listedNot listedNot listed$81.8 million$3.11 billionadviserinfo.sec.gov
The Coury FirmPittsburghPA11Not listedNot listedNot listed$167.4 million$1.32 billionadviserinfo.sec.gov
Venator Management LLCPittsburghPA11Not listedNot listedNot listed$209 million$511.7 millionadviserinfo.sec.gov
Kailasa Capital Management LLCPittsburghPA11Not listedNot listedNot listed$4 million$298.3 millionadviserinfo.sec.gov
Oxford Real Estate Advisors IncPittsburghPA1Not listedNot listedNot listed1Not listed$116.9 millionadviserinfo.sec.gov
BTNV Management, LLCPittsburghPA1Not listedNot listed1Not listed$50 millionNot listedadviserinfo.sec.gov
Pine Road Asset Management LLCPittsburghPA11Not listedNot listedNot listed$179.2 millionNot listedadviserinfo.sec.gov
Power of 32 Site Development Fund, LLCPittsburghPA1Not listedNot listedNot listed1$41.8 millionNot listedadviserinfo.sec.gov
Three Rivers Fund Advisors, LLCPittsburghPA11Not listedNot listedNot listed$46.2 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Pittsburgh

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Frontier Capital, LLCPittsburghPAOctober 15, 2026Not listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.