Data / Investment advisers / Pennsylvania / PNC Wealth Management
PNC Wealth Management, Pittsburgh, PA: $30.3 billion AUM, SEC registered investment adviser
PNC Wealth Management is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $30.3 billion in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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.
- Registration
- SEC registered investment adviser
- CRD number
- 129052
- SEC file number
- 801-66195
- SEC status
- Approved, effective September 17, 2003
- Main office
- 300 Fifth Avenue 26th Floor, Pittsburgh, PA 15222
- Phone
- (800) 762-6111
- Regulatory AUM
- $30,273,072,662 in the Form ADV filed September 14, 2026
- Discretionary AUM
- $28,204,261,140
- Non discretionary AUM
- $2,068,811,522
- Accounts
- 164,103
- Employees
- 1,713, of which 825 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 594
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- September 14, 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) | 157,700 | $24.04 billion |
| High net worth individuals | 3,185 | $5.36 billion |
| Pension and profit sharing plans | 2,495 | $450 million |
| Corporations or other businesses | 506 | $299.4 million |
| Charitable organizations | 174 | $105.5 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 | $30.27 billion | March 31, 2026 |
| December 1, 2025 | $26.53 billion | October 17, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mellon Investments Corporation | Pittsburgh | $873.87 billion | Not listed | adviserinfo.sec.gov |
| Federated Investment Management Company | Pittsburgh | $590.10 billion | Not listed | adviserinfo.sec.gov |
| Federated Investment Counseling | Pittsburgh | $207.21 billion | 3 | adviserinfo.sec.gov |
| Federated Equity Management Company of Pennsylvania | Pittsburgh | $14.25 billion | Not listed | adviserinfo.sec.gov |
| Greycourt & Co., Inc. | Pittsburgh | $6.61 billion | Not listed | adviserinfo.sec.gov |
| 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 |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- PNC Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.