{
  "path": "/advisors/pa/pittsburgh/for-high-net-worth-individuals",
  "url": "https://advisorcensus.com/advisors/pa/pittsburgh/for-high-net-worth-individuals",
  "page_type": "metro_answer",
  "title": "Financial advisors for high-net-worth individuals in Pittsburgh, PA",
  "filters": {},
  "scope_total": 131,
  "faq": [
    {
      "q": "Which financial advisors in Pittsburgh, PA work with high-net-worth individuals?",
      "a": "131 investment advisory firms with a principal office in the Pittsburgh metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in Pittsburgh, PA?",
      "a": "AdvisorCensus lists 195 investment advisory firms with a principal office in the Pittsburgh metro area, from Form ADV filings as of October 2026: 101 SEC-registered, 77 state-registered, and 17 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Pittsburgh, PA?",
      "a": "51 of the 195 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Pittsburgh, PA offer financial planning?",
      "a": "125 of the 178 firms in Pittsburgh, PA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Pittsburgh, PA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 51 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 131 investment advisory firms with a principal office in the Pittsburgh metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.",
  "about_market": "Pittsburgh has 195 investment advisory firms with a principal office in the metro area as of October 2026: 101 SEC-registered, 77 state-registered, and 17 exempt reporting advisers. 51 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 63 report under $100 million in regulatory assets under management. The metro area has 1,061,705 households, 115,662 of them with income of $200,000 or more, or 593 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Pittsburgh, PA: 131 firms from Form ADV filings as of October 2026.",
  "total_firms": 131,
  "page": 1,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 81,
    "state": 50,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 39
    },
    {
      "code": "percentage_of_aum",
      "count": 126
    },
    {
      "code": "hourly",
      "count": 64
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 81
    },
    {
      "code": "commissions",
      "count": 5
    },
    {
      "code": "performance_based",
      "count": 11
    },
    {
      "code": "other",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 31
    },
    {
      "code": "5_to_9",
      "count": 34
    },
    {
      "code": "10_to_19",
      "count": 30
    },
    {
      "code": "20_plus",
      "count": 36
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 12
    },
    {
      "code": "25m_100m",
      "count": 32
    },
    {
      "code": "100m_500m",
      "count": 40
    },
    {
      "code": "500m_1b",
      "count": 17
    },
    {
      "code": "1b_5b",
      "count": 17
    },
    {
      "code": "over_5b",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "firms": [
    {
      "crd_number": 149058,
      "name": "4th River Financial Group, Inc.",
      "name_as_filed": "4TH RIVER FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/4th-river-financial-group-inc-wexford-pa-149058",
      "city": "Wexford",
      "state": "PA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330401,
      "name": "80 West Asset Management, LLC",
      "name_as_filed": "80 WEST ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/80-west-asset-management-llc-pittsburgh-pa-330401",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170488,
      "name": "A. Neff Associates LLC",
      "name_as_filed": "A. NEFF ASSOCIATES LLC",
      "url": "https://advisorcensus.com/firm/a-neff-associates-llc-pittsburgh-pa-170488",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121484,
      "name": "Absolute Capital Management, LLC",
      "name_as_filed": "ABSOLUTE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/absolute-capital-management-llc-pittsburgh-pa-121484",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283626,
      "name": "Advice & Planning Services LLC",
      "name_as_filed": "ADVICE & PLANNING SERVICES LLC",
      "url": "https://advisorcensus.com/firm/advice-and-planning-services-llc-youngwood-pa-283626",
      "city": "Youngwood",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104690,
      "name": "Allegheny Financial Group",
      "name_as_filed": "ALLEGHENY FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/allegheny-financial-group-pittsburgh-pa-104690",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 49,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 7597,
      "name": "Allegheny Investments",
      "name_as_filed": "ALLEGHENY INVESTMENTS",
      "url": "https://advisorcensus.com/firm/allegheny-investments-pittsburgh-pa-7597",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 26,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297090,
      "name": "Aspire Wealth Architects",
      "name_as_filed": "ASPIRE WEALTH ARCHITECTS",
      "url": "https://advisorcensus.com/firm/aspire-wealth-architects-wexford-pa-297090",
      "city": "Wexford",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333432,
      "name": "Astra Prime Wealth Management",
      "name_as_filed": "ASTRA PRIME WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/astra-prime-wealth-management-pittsburgh-pa-333432",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160087,
      "name": "Atmos Advisory, LLC",
      "name_as_filed": "ATMOS ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/atmos-advisory-llc-pittsburgh-pa-160087",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104622,
      "name": "Aufman Associates Inc",
      "name_as_filed": "AUFMAN ASSOCIATES INC",
      "url": "https://advisorcensus.com/firm/aufman-associates-inc-sewickley-pa-104622",
      "city": "Sewickley",
      "state": "PA",
      "years_registered": 43,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338731,
      "name": "Beacon Light Wealth Management",
      "name_as_filed": "BEACON LIGHT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/beacon-light-wealth-management-carnegie-pa-338731",
      "city": "Carnegie",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133561,
      "name": "Bill FEW Associates, Inc.",
      "name_as_filed": "BILL FEW ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/bill-few-associates-inc-sewickley-pa-133561",
      "city": "Sewickley",
      "state": "PA",
      "years_registered": 39,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312964,
      "name": "Bokeh Capital Partners LLC",
      "name_as_filed": "BOKEH CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/bokeh-capital-partners-llc-pittsburgh-pa-312964",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288336,
      "name": "Braun-Bostich & Associates Inc.",
      "name_as_filed": "BRAUN-BOSTICH & ASSOCIATES INC.",
      "url": "https://advisorcensus.com/firm/braun-bostich-and-associates-inc-canonsburg-pa-288336",
      "city": "Canonsburg",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328863,
      "name": "Capital a Wealth Management",
      "name_as_filed": "CAPITAL A WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-a-wealth-management-cranberry-twp-pa-328863",
      "city": "Cranberry Twp.",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158999,
      "name": "Centauri Advisory Group, Inc.",
      "name_as_filed": "CENTAURI ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/centauri-advisory-group-inc-zelienople-pa-158999",
      "city": "Zelienople",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173260,
      "name": "Centerview Wealth Advisors, LLC",
      "name_as_filed": "CENTERVIEW WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/centerview-wealth-advisors-llc-pittsburgh-pa-173260",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109511,
      "name": "Chapel Hill Investment Analysts Inc",
      "name_as_filed": "CHAPEL HILL INVESTMENT ANALYSTS INC",
      "url": "https://advisorcensus.com/firm/chapel-hill-investment-analysts-inc-greensburg-pa-109511",
      "city": "Greensburg",
      "state": "PA",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141323,
      "name": "Compass Investments LLC",
      "name_as_filed": "COMPASS INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/compass-investments-llc-pittsburgh-pa-141323",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311980,
      "name": "Confluence Financial Partners",
      "name_as_filed": "CONFLUENCE FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/confluence-financial-partners-mcmurray-pa-311980",
      "city": "McMurray",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110729,
      "name": "Cookson Peirce Wealth Management",
      "name_as_filed": "COOKSON PEIRCE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cookson-peirce-wealth-management-pittsburgh-pa-110729",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 42,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127270,
      "name": "Covington Investment Advisors, Inc.",
      "name_as_filed": "COVINGTON INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/covington-investment-advisors-inc-ligonier-pa-127270",
      "city": "Ligonier",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154993,
      "name": "COY Capital Management",
      "name_as_filed": "COY CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/coy-capital-management-monroeville-pa-154993",
      "city": "Monroeville",
      "state": "PA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306128,
      "name": "CS McKee",
      "name_as_filed": "CS MCKEE",
      "url": "https://advisorcensus.com/firm/cs-mckee-warrendale-pa-306128",
      "city": "Warrendale",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 188512,
      "name": "D.B. Root & Company, LLC",
      "name_as_filed": "D.B. ROOT & COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/d-b-root-and-company-llc-pittsburgh-pa-188512",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309626,
      "name": "Defiant Capital Group",
      "name_as_filed": "DEFIANT CAPITAL GROUP",
      "url": "https://advisorcensus.com/firm/defiant-capital-group-warrendale-pa-309626",
      "city": "Warrendale",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112778,
      "name": "Dinuzzo Private Wealth, Inc.",
      "name_as_filed": "DINUZZO PRIVATE WEALTH, INC.",
      "url": "https://advisorcensus.com/firm/dinuzzo-private-wealth-inc-beaver-pa-112778",
      "city": "Beaver",
      "state": "PA",
      "years_registered": 26,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151107,
      "name": "Drazga Wealth Advisors, LLC",
      "name_as_filed": "DRAZGA WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/drazga-wealth-advisors-llc-wexford-pa-151107",
      "city": "Wexford",
      "state": "PA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172878,
      "name": "DS Wealth Advisors, Inc.",
      "name_as_filed": "DS WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/ds-wealth-advisors-inc-pittsburgh-pa-172878",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121435,
      "name": "DWD Portfolio Solutions, Inc.",
      "name_as_filed": "DWD PORTFOLIO SOLUTIONS, INC.",
      "url": "https://advisorcensus.com/firm/dwd-portfolio-solutions-inc-pittsburgh-pa-121435",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309470,
      "name": "Eamon Capital Management, LLC",
      "name_as_filed": "EAMON CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/eamon-capital-management-llc-wexford-pa-309470",
      "city": "Wexford",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310082,
      "name": "Elle Investment Group LLC",
      "name_as_filed": "ELLE INVESTMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/elle-investment-group-llc-greensburg-pa-310082",
      "city": "Greensburg",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 294012,
      "name": "Elm Capital Management LLC",
      "name_as_filed": "ELM CAPITAL MANAGEMENT LLC",
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    {
      "crd_number": 111936,
      "name": "Greycourt & Co., Inc.",
      "name_as_filed": "GREYCOURT & CO., INC.",
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
