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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Mellon Investments Corporation | Pittsburgh | $873.87 billion | 3,942 | 98 | Not listed | (617) 248-3682 | adviserinfo.sec.gov | |
| Federated Investment Management Company | Pittsburgh | $590.10 billion | 71 | 106 | Not listed | (412) 288-1900 | adviserinfo.sec.gov | |
| Federated Investment Counseling | Pittsburgh | $207.21 billion | 8,721 | 213 | 3 | (412) 288-1900 | adviserinfo.sec.gov | |
| PNC Wealth Management | Pittsburgh | $30.27 billion | 164,103 | 1,713 | Not listed | (800) 762-6111 | adviserinfo.sec.gov | |
| Federated Equity Management Company of Pennsylvania | Pittsburgh | $14.25 billion | 14 | 15 | Not listed | (412) 288-1900 | adviserinfo.sec.gov | |
| Greycourt & Co., Inc. | Pittsburgh | $6.61 billion | 44 | 37 | Not listed | (412) 361-0100 | adviserinfo.sec.gov | |
| Incline Equity Partners | Pittsburgh | $5.96 billion | 32 | 93 | 32 | (412) 315-7800 | adviserinfo.sec.gov | |
| Allegheny Financial Group | Pittsburgh | $5.59 billion | 14,030 | 103 | 13 | (412) 367-3880 | adviserinfo.sec.gov | |
| Schneider Downs Wealth Management Advisors, LP | Pittsburgh | $3.31 billion | 1,952 | 28 | Not listed | (412) 697-5200 | adviserinfo.sec.gov | |
| Staley Capital Advisers Inc | Pittsburgh | $3.11 billion | 1,062 | 16 | 1 | (412) 394-1292 | adviserinfo.sec.gov | |
| PNC Steel City Advisors, LLC | Pittsburgh | $2.72 billion | 4 | 12 | Not listed | (312) 454-2922 | adviserinfo.sec.gov | |
| Cookson Peirce Wealth Management | Pittsburgh | $2.56 billion | 2,505 | 29 | Not listed | (412) 471-5320 | cooksonpeirce.com | adviserinfo.sec.gov |
| Guyasuta Investment Advisors, Incorporated | Pittsburgh | $2.44 billion | 1,389 | 13 | Not listed | (412) 447-4560 | guyasuta.com | adviserinfo.sec.gov |
| Hunter Associates LLC | Pittsburgh | $1.34 billion | 2,624 | 14 | Not listed | (412) 471-4191 | hunterassociates.com | adviserinfo.sec.gov |
| The Coury Firm | Pittsburgh | $1.32 billion | 1,031 | 23 | 1 | (412) 261-5744 | couryfirm.com | adviserinfo.sec.gov |
| Commonwealth Investment Management | Pittsburgh | $1.28 billion | 63 | 7 | Not listed | (412) 765-2771 | ciminvests.com | adviserinfo.sec.gov |
| Henry H. Armstrong Associates, Inc. | Pittsburgh | $1.23 billion | 530 | 5 | Not listed | (412) 471-1551 | henryarmstrong.com | adviserinfo.sec.gov |
| Trebuchet Consulting, LLC | Pittsburgh | $1.08 billion | 1,026 | 7 | Not listed | (412) 388-0715 | trebuchetconsultingllc.com | adviserinfo.sec.gov |
| D.B. Root & Company, LLC | Pittsburgh | $952.4 million | 2,654 | 22 | Not listed | (412) 227-2800 | dbroot.com | adviserinfo.sec.gov |
| Absolute Capital Management, LLC | Pittsburgh | $812.1 million | 2,697 | 14 | Not listed | (412) 388-1600 | abscapfunds.com | adviserinfo.sec.gov |
| Ewa, LLC | Pittsburgh | $750.7 million | 2,602 | 14 | Not listed | (412) 288-2363 | ewa-llc.com | adviserinfo.sec.gov |
| Interchange Capital Partners | Pittsburgh | $743.6 million | 1,283 | 13 | Not listed | (412) 307-4230 | interchangecp.com | adviserinfo.sec.gov |
| Allegheny Investments | Pittsburgh | $742.1 million | 3,261 | 21 | Not listed | (412) 367-3880 | adviserinfo.sec.gov | |
| Milestone Asset Management, LLC | Pittsburgh | $690.7 million | 3,229 | 13 | Not listed | (412) 643-3058 | adviserinfo.sec.gov | |
| Quattro Advisors L.L.C. | Pittsburgh | $661.7 million | 2,075 | 6 | 5 | (412) 586-5406 | quattro-advisors.com | adviserinfo.sec.gov |
| Hapanowicz Financial | Pittsburgh | $622.3 million | 1,016 | 13 | Not listed | (412) 261-5966 | hapfinancial.com | adviserinfo.sec.gov |
| Mfa Wealth Advisors, LLC | Pittsburgh | $605.4 million | 2,033 | 13 | Not listed | (412) 343-8700 | adviserinfo.sec.gov | |
| Continuim Equity Partners, LP | Pittsburgh | $560.4 million | 9 | 22 | 8 | (412) 586-7651 | continuim.com | adviserinfo.sec.gov |
| Venator Management LLC | Pittsburgh | $511.7 million | 82 | 3 | 1 | (412) 586-3747 | venatormanagement.com | adviserinfo.sec.gov |
| Primesolutions Advisors, LLC | Pittsburgh | $440.1 million | 3 | 2 | Not listed | (412) 818-5780 | primesolutionsadvisors.com | adviserinfo.sec.gov |
| Henderson Brothers Financial Partners LLC | Pittsburgh | $406.8 million | 1,492 | 30 | Not listed | (412) 261-3333 | hendersonbrothersfinancialpartners.com | adviserinfo.sec.gov |
| Legend Financial Advisors Inc | Pittsburgh | $389.9 million | 219 | 11 | Not listed | (412) 635-9210 | legend-financial.com | adviserinfo.sec.gov |
| US Asset Management, LLC | Pittsburgh | $358.5 million | 49 | 6 | Not listed | (412) 231-8209 | adviserinfo.sec.gov | |
| Vista Investment Management, LLC | Pittsburgh | $323.9 million | 544 | 4 | Not listed | (412) 824-5940 | vista-im.com | adviserinfo.sec.gov |
| WMS Wealth Planners | Pittsburgh | $314.7 million | 732 | 6 | Not listed | (412) 781-7100 | wmswealthplanners.com | adviserinfo.sec.gov |
| Chronometer Partners LP | Pittsburgh | $308.4 million | 2 | 10 | Not listed | (917) 468-7879 | chrono-partners.com | adviserinfo.sec.gov |
| Kailasa Capital Management LLC | Pittsburgh | $298.3 million | 357 | 3 | 1 | (571) 313-0873 | kailasacm.com | adviserinfo.sec.gov |
| Steel Tower Investments | Pittsburgh | $258.7 million | 182 | 5 | Not listed | (412) 586-2060 | upswia.com | adviserinfo.sec.gov |
| DWD Portfolio Solutions, Inc. | Pittsburgh | $248.3 million | 779 | 6 | Not listed | (412) 341-6642 | dwdportfolios.com | adviserinfo.sec.gov |
| Kapusta Financial Group | Pittsburgh | $199.6 million | 971 | 4 | Not listed | (412) 851-1400 | kapustafinancial.com | adviserinfo.sec.gov |
| Oak Tree Investment Advisors | Pittsburgh | $192.2 million | 273 | 5 | Not listed | (412) 802-8358 | myoaktreeadvisors.com | adviserinfo.sec.gov |
| Marathon Strategic Advisors, LLC | Pittsburgh | $182.7 million | 600 | 2 | Not listed | (740) 282-5198 | mstrategic.com | adviserinfo.sec.gov |
| Atmos Advisory, LLC | Pittsburgh | $180.9 million | 295 | 4 | Not listed | (412) 497-1766 | adviserinfo.sec.gov | |
| Agility Equity Partners | Pittsburgh | $173.1 million | 11 | 7 | 11 | (724) 984-2009 | tailendcapital.com | adviserinfo.sec.gov |
| Elm Capital Management LLC | Pittsburgh | $133.4 million | 564 | 6 | Not listed | (412) 456-4700 | elderlawmanagement.com | adviserinfo.sec.gov |
| Oxford Real Estate Advisors Inc | Pittsburgh | $116.9 million | 1 | 2 | 1 | (412) 261-1500 | adviserinfo.sec.gov | |
| Healthview Asset Management, Inc. | Pittsburgh | $104.4 million | 182 | 3 | Not listed | (412) 782-5400 | healthviewria.com | adviserinfo.sec.gov |
| Moralis Technologies, LLC | Pittsburgh | $103 million | 118 | 13 | Not listed | (833) 730-3700 | aquinaswealth.com | adviserinfo.sec.gov |
| Compass Investments LLC | Pittsburgh | $93.2 million | 418 | 5 | Not listed | (570) 916-2208 | compassinvestmentsllc.com | adviserinfo.sec.gov |
| Hunter Private Capital Advisors, LLC | Pittsburgh | $16.4 million | 2 | 6 | 2 | (412) 471-4191 | adviserinfo.sec.gov | |
| Birchmere Management LLC | Pittsburgh | Not listed | Not listed | Not listed | 6 | (412) 498-8102 | birchmerelabs.com | adviserinfo.sec.gov |
| Partners Edge Management | Pittsburgh | Not listed | Not listed | Not listed | 2 | (412) 362-0309 | adviserinfo.sec.gov | |
| Strategic Investment Fund, Inc. | Pittsburgh | Not listed | Not listed | Not listed | 2 | (412) 281-4783 | strategicinvestmentfund.org | adviserinfo.sec.gov |
| BTNV Management, LLC | Pittsburgh | Not listed | Not listed | Not listed | 1 | (412) 726-5067 | btn.vc | adviserinfo.sec.gov |
| Pine Road Asset Management LLC | Pittsburgh | Not listed | Not listed | Not listed | 1 | (412) 553-1043 | adviserinfo.sec.gov | |
| Power of 32 Site Development Fund, LLC | Pittsburgh | Not listed | Not listed | Not listed | 1 | (412) 281-4783 | p32sitefund.com | adviserinfo.sec.gov |
| Three Rivers Fund Advisors, LLC | Pittsburgh | Not listed | Not listed | Not listed | 1 | (412) 253-1826 | adviserinfo.sec.gov | |
| Federated Advisory Services Company | Pittsburgh | Not listed | 0 | 208 | Not listed | (412) 288-1900 | adviserinfo.sec.gov | |
| Federated Securities Corp. | Pittsburgh | Not listed | 0 | 311 | Not listed | (412) 288-1900 | adviserinfo.sec.gov | |
| Frontier Capital, LLC | Pittsburgh | Not listed | 0 | 1 | Not listed | (540) 239-5910 | adviserinfo.sec.gov | |
| Keystone Bitcoin | Pittsburgh | Not listed | 0 | 2 | Not listed | (412) 844-4994 | keystonebitcoin.com | adviserinfo.sec.gov |
| Stock Snips, Inc. | Pittsburgh | Not listed | 0 | 4 | Not listed | (412) 841-8467 | adviserinfo.sec.gov |
Advisers in Pittsburgh that manage private funds
19 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Incline Equity Partners | Pittsburgh | PA | 32 | Not listed | 32 | Not listed | Not listed | $5.99 billion | $5.96 billion | adviserinfo.sec.gov |
| Allegheny Financial Group | Pittsburgh | PA | 13 | 6 | 6 | Not listed | 1 | $176.8 million | $5.59 billion | adviserinfo.sec.gov |
| Agility Equity Partners | Pittsburgh | PA | 11 | Not listed | 11 | Not listed | Not listed | $177.1 million | $173.1 million | adviserinfo.sec.gov |
| Continuim Equity Partners, LP | Pittsburgh | PA | 8 | Not listed | 8 | Not listed | Not listed | $560.4 million | $560.4 million | adviserinfo.sec.gov |
| Birchmere Management LLC | Pittsburgh | PA | 6 | Not listed | Not listed | 6 | Not listed | $120.5 million | Not listed | adviserinfo.sec.gov |
| Quattro Advisors L.L.C. | Pittsburgh | PA | 5 | 1 | 4 | Not listed | Not listed | $81.3 million | $661.7 million | adviserinfo.sec.gov |
| Federated Investment Counseling | Pittsburgh | PA | 3 | Not listed | Not listed | Not listed | Not listed | $2.83 billion | $207.21 billion | adviserinfo.sec.gov |
| Hunter Private Capital Advisors, LLC | Pittsburgh | PA | 2 | Not listed | 2 | Not listed | Not listed | $16.4 million | $16.4 million | adviserinfo.sec.gov |
| Partners Edge Management | Pittsburgh | PA | 2 | Not listed | 2 | Not listed | Not listed | $55.2 million | Not listed | adviserinfo.sec.gov |
| Strategic Investment Fund, Inc. | Pittsburgh | PA | 2 | Not listed | Not listed | Not listed | 2 | $58.6 million | Not listed | adviserinfo.sec.gov |
| Staley Capital Advisers Inc | Pittsburgh | PA | 1 | 1 | Not listed | Not listed | Not listed | $81.8 million | $3.11 billion | adviserinfo.sec.gov |
| The Coury Firm | Pittsburgh | PA | 1 | 1 | Not listed | Not listed | Not listed | $167.4 million | $1.32 billion | adviserinfo.sec.gov |
| Venator Management LLC | Pittsburgh | PA | 1 | 1 | Not listed | Not listed | Not listed | $209 million | $511.7 million | adviserinfo.sec.gov |
| Kailasa Capital Management LLC | Pittsburgh | PA | 1 | 1 | Not listed | Not listed | Not listed | $4 million | $298.3 million | adviserinfo.sec.gov |
| Oxford Real Estate Advisors Inc | Pittsburgh | PA | 1 | Not listed | Not listed | Not listed | 1 | Not listed | $116.9 million | adviserinfo.sec.gov |
| BTNV Management, LLC | Pittsburgh | PA | 1 | Not listed | Not listed | 1 | Not listed | $50 million | Not listed | adviserinfo.sec.gov |
| Pine Road Asset Management LLC | Pittsburgh | PA | 1 | 1 | Not listed | Not listed | Not listed | $179.2 million | Not listed | adviserinfo.sec.gov |
| Power of 32 Site Development Fund, LLC | Pittsburgh | PA | 1 | Not listed | Not listed | Not listed | 1 | $41.8 million | Not listed | adviserinfo.sec.gov |
| Three Rivers Fund Advisors, LLC | Pittsburgh | PA | 1 | 1 | Not listed | Not listed | Not listed | $46.2 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Pittsburgh
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Frontier Capital, LLC | Pittsburgh | PA | October 15, 2026 | Not listed | adviserinfo.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.