Data / Investment advisers / Pennsylvania / Cookson Peirce Wealth Management
Cookson Peirce Wealth Management, Pittsburgh, PA: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cookson Peirce Wealth Management is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $2.6 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include individuals, high net worth individuals and investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 110729
- SEC file number
- 801-21341
- SEC status
- Approved, effective May 23, 1984
- Legal name
- Cookson Peirce & Co Inc
- Main office
- 11 Stanwix Street Suite 700, Pittsburgh, PA 15222
- Phone
- (412) 471-5320
- Website
- cooksonpeirce.com
- Regulatory AUM
- $2,555,384,473 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $2,555,384,473
- Accounts
- 2,505
- Employees
- 29, of which 18 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,414 | $1.46 billion |
| High net worth individuals | 130 | $693.6 million |
| Investment companies | 1 | $116.1 million |
| Corporations or other businesses | 26 | $108.1 million |
| Charitable organizations | 23 | $105.7 million |
| Pension and profit sharing plans | 54 | $65.3 million |
| State or municipal government entities | Fewer than 5 | $3.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.56 billion | March 24, 2026 |
| December 1, 2025 | $2.32 billion | September 11, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Incline Equity Partners | Pittsburgh | $5.96 billion | 32 | adviserinfo.sec.gov |
| Allegheny Financial Group | Pittsburgh | $5.59 billion | 13 | adviserinfo.sec.gov |
| Schneider Downs Wealth Management Advisors, LP | Pittsburgh | $3.31 billion | Not listed | adviserinfo.sec.gov |
| Staley Capital Advisers Inc | Pittsburgh | $3.11 billion | 1 | adviserinfo.sec.gov |
| PNC Steel City Advisors, LLC | Pittsburgh | $2.72 billion | Not listed | adviserinfo.sec.gov |
| Guyasuta Investment Advisors, Incorporated | Pittsburgh | $2.44 billion | Not listed | adviserinfo.sec.gov |
| Hunter Associates LLC | Pittsburgh | $1.34 billion | Not listed | adviserinfo.sec.gov |
| The Coury Firm | Pittsburgh | $1.32 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Cookson Peirce Wealth Management on the SEC's adviser search
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.