AdvisorCensus / Financial advisors / Pennsylvania / Pittsburgh, PA / Charles Schwab
Financial advisors in Pittsburgh, PA using Charles Schwab
47 SEC-registered investment advisory firms headquartered in the Pittsburgh, PA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Absolute Capital Management, LLC | Pittsburgh | SEC-registered investment adviser | $500 million to $1 billion |
| Advice & Planning Services LLC | Youngwood | SEC-registered investment adviser | $100 million to $500 million |
| Aspire Wealth Architects | Wexford | SEC-registered investment adviser | $100 million to $500 million |
| Atmos Advisory, LLC | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Aufman Associates Inc | Sewickley | SEC-registered investment adviser | $500 million to $1 billion |
| Braun-Bostich & Associates Inc. | Canonsburg | SEC-registered investment adviser | $100 million to $500 million |
| Capital a Wealth Management | Cranberry Twp. | SEC-registered investment adviser | $500 million to $1 billion |
| Compass Investments LLC | Pittsburgh | SEC-registered investment adviser | $25 million to $100 million |
| Cookson Peirce Wealth Management | Pittsburgh | SEC-registered investment adviser | $1 billion to $5 billion |
| Covington Investment Advisors, Inc. | Ligonier | SEC-registered investment adviser | $500 million to $1 billion |
| D.B. Root & Company, LLC | Pittsburgh | SEC-registered investment adviser | $500 million to $1 billion |
| Dinuzzo Private Wealth, Inc. | Beaver | SEC-registered investment adviser | $1 billion to $5 billion |
| DWD Portfolio Solutions, Inc. | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Elm Capital Management LLC | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Fragasso Financial Advisors | Sewickley | SEC-registered investment adviser | $1 billion to $5 billion |
| Grant Street Asset Management Inc | Canonsburg | SEC-registered investment adviser | $500 million to $1 billion |
| Guardian Capital, LLC | Wexford | SEC-registered investment adviser | $100 million to $500 million |
| Guyasuta Investment Advisors, Incorporated | Pittsburgh | SEC-registered investment adviser | $1 billion to $5 billion |
| Henry H. Armstrong Associates, Inc. | Pittsburgh | SEC-registered investment adviser | $1 billion to $5 billion |
| Hoffman Capital Advisors LLC | Cranberry Twp | SEC-registered investment adviser | $100 million to $500 million |
| Interchange Capital Partners | Pittsburgh | SEC-registered investment adviser | $500 million to $1 billion |
| JMS Capital Group Wealth Services, LLC | Sewickley | SEC-registered investment adviser | $100 million to $500 million |
| Kapusta Financial Group | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Kissling Financial Services, LLC | New Castle | SEC-registered investment adviser | $100 million to $500 million |
| Legend Financial Advisors Inc | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Marathon Strategic Advisors, LLC | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Marion Wealth Management | Monroeville | SEC-registered investment adviser | $500 million to $1 billion |
| MFA Wealth Advisors, LLC | Pittsburgh | SEC-registered investment adviser | $500 million to $1 billion |
| Milestone Asset Management, LLC | Pittsburgh | SEC-registered investment adviser | $500 million to $1 billion |
| Moralis Technologies, LLC | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Muhlenkamp & Co Inc | Wexford | SEC-registered investment adviser | $100 million to $500 million |
| Oakmont Capital Management, LLC | Oakmont | SEC-registered investment adviser | $1 billion to $5 billion |
| Roble, Belko and Company, Inc. | Sewickley | SEC-registered investment adviser | $1 billion to $5 billion |
| Rodgers Brothers, Inc. | Harmony | SEC-registered investment adviser | $1 billion to $5 billion |
| Santori & Peters | Canonsburg | SEC-registered investment adviser | $100 million to $500 million |
| Schneider Downs Wealth Management Advisors, LP | Pittsburgh | SEC-registered investment adviser | $1 billion to $5 billion |
| Staley Capital Advisers Inc | Pittsburgh | SEC-registered investment adviser | $1 billion to $5 billion |
| Steel Tower Investments | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Success Wealth Management LLC | Wexford | SEC-registered investment adviser | $100 million to $500 million |
| The Coury Firm | Pittsburgh | SEC-registered investment adviser | $1 billion to $5 billion |
| Valley Brook Capital Group | Venetia | SEC-registered investment adviser | $100 million to $500 million |
| Venator Management LLC | Pittsburgh | SEC-registered investment adviser | $500 million to $1 billion |
| Vista Investment Management, LLC | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Waldron Private Wealth | Bridgeville | SEC-registered investment adviser | Over $5 billion |
| WMS Wealth Planners | Pittsburgh | SEC-registered investment adviser | $100 million to $500 million |
| Wyze Wealth Advisors, LLC | Canonsburg | SEC-registered investment adviser | $100 million to $500 million |
| Yanni & Associates Investment Advisors, LLC | Wexford | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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