# Financial advisors in Pittsburgh, PA

> AdvisorCensus lists 195 investment advisory firms with a principal office in the Pittsburgh metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/pittsburgh/page/4

## At a glance

- Investment advisory firms: 195
- Registration: SEC-registered investment adviser: 101, State-registered investment adviser: 77, Exempt reporting adviser: 17
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 51 (29%); Percentage of assets 160 (90%); Hourly charges 79 (44%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 100 (56%); Commissions 5 (3%); Performance-based fees 20 (11%); Other 23 (13%); No compensation arrangements reported 17
- Regulatory assets under management (Item 5.F): Under $25 million 29 (15%); $25 million to $100 million 34 (17%); $100 million to $500 million 46 (24%); $500 million to $1 billion 18 (9%); $1 billion to $5 billion 19 (10%); Over $5 billion 12 (6%); Not reported 37 (19%)
- Years registered: Under 5 years 60 (31%); 5 to 9 years 40 (21%); 10 to 19 years 45 (23%); 20 years or more 50 (26%)

## Firms (page 4 of 4, 151 to 195 of 195, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Salcedo Financial Services](https://advisorcensus.com/firm/salcedo-financial-services-mckeesport-pa-318439) ([md](https://advisorcensus.com/firm/salcedo-financial-services-mckeesport-pa-318439.md)) | 318439 | McKeesport, PA | State-registered investment adviser | Not reported | 4 | % of assets, Hourly, Fixed fee |
| [Santori & Peters](https://advisorcensus.com/firm/santori-and-peters-canonsburg-pa-105978) ([md](https://advisorcensus.com/firm/santori-and-peters-canonsburg-pa-105978.md)) | 105978 | Canonsburg, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Schenley Capital, Inc](https://advisorcensus.com/firm/schenley-capital-inc-sewickley-pa-133415) ([md](https://advisorcensus.com/firm/schenley-capital-inc-sewickley-pa-133415.md)) | 133415 | Sewickley, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Schneider Downs Wealth Management Advisors, LP](https://advisorcensus.com/firm/schneider-downs-wealth-management-advisors-lp-pittsburgh-pa-128591) ([md](https://advisorcensus.com/firm/schneider-downs-wealth-management-advisors-lp-pittsburgh-pa-128591.md)) | 128591 | Pittsburgh, PA | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Securities Brokerage Services](https://advisorcensus.com/firm/securities-brokerage-services-carnegie-pa-119861) ([md](https://advisorcensus.com/firm/securities-brokerage-services-carnegie-pa-119861.md)) | 119861 | Carnegie, PA | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly |
| [Sewickley Financial LLC](https://advisorcensus.com/firm/sewickley-financial-llc-sewickley-pa-172459) ([md](https://advisorcensus.com/firm/sewickley-financial-llc-sewickley-pa-172459.md)) | 172459 | Sewickley, PA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [SFR Wealth LLC](https://advisorcensus.com/firm/sfr-wealth-llc-lower-burrell-pa-343870) ([md](https://advisorcensus.com/firm/sfr-wealth-llc-lower-burrell-pa-343870.md)) | 343870 | Lower Burrell, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Sheth Group](https://advisorcensus.com/firm/sheth-group-pittsburgh-pa-312251) ([md](https://advisorcensus.com/firm/sheth-group-pittsburgh-pa-312251.md)) | 312251 | Pittsburgh, PA | State-registered investment adviser | Not reported | 5 | % of assets, Hourly |
| [Smart Financial Group, LLC](https://advisorcensus.com/firm/smart-financial-group-llc-pittsburgh-pa-155483) ([md](https://advisorcensus.com/firm/smart-financial-group-llc-pittsburgh-pa-155483.md)) | 155483 | Pittsburgh, PA | State-registered investment adviser | Not reported | 15 | Fixed fee, Other |
| [Snow Capital Management LLC](https://advisorcensus.com/firm/snow-capital-management-llc-sewickely-pa-343045) ([md](https://advisorcensus.com/firm/snow-capital-management-llc-sewickely-pa-343045.md)) | 343045 | Sewickely, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Solid Oak Advisory](https://advisorcensus.com/firm/solid-oak-advisory-pittsburgh-pa-300575) ([md](https://advisorcensus.com/firm/solid-oak-advisory-pittsburgh-pa-300575.md)) | 300575 | Pittsburgh, PA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Staley Capital Advisers Inc](https://advisorcensus.com/firm/staley-capital-advisers-inc-pittsburgh-pa-107118) ([md](https://advisorcensus.com/firm/staley-capital-advisers-inc-pittsburgh-pa-107118.md)) | 107118 | Pittsburgh, PA | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets |
| [Steel Tower Investments](https://advisorcensus.com/firm/steel-tower-investments-pittsburgh-pa-166742) ([md](https://advisorcensus.com/firm/steel-tower-investments-pittsburgh-pa-166742.md)) | 166742 | Pittsburgh, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Stock Snips, Inc.](https://advisorcensus.com/firm/stock-snips-inc-pittsburgh-pa-322544) ([md](https://advisorcensus.com/firm/stock-snips-inc-pittsburgh-pa-322544.md)) | 322544 | Pittsburgh, PA | SEC-registered investment adviser | Under $25 million | 2 | % of assets, Subscription |
| [Storehouse Investments LLC](https://advisorcensus.com/firm/storehouse-investments-llc-new-castle-pa-304610) ([md](https://advisorcensus.com/firm/storehouse-investments-llc-new-castle-pa-304610.md)) | 304610 | New Castle, PA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Storie Financial Advisory LLC](https://advisorcensus.com/firm/storie-financial-advisory-llc-canonsburg-pa-156294) ([md](https://advisorcensus.com/firm/storie-financial-advisory-llc-canonsburg-pa-156294.md)) | 156294 | Canonsburg, PA | State-registered investment adviser | $25 million to $100 million | 15 | Hourly |
| [Strategic Investment Fund, Inc.](https://advisorcensus.com/firm/strategic-investment-fund-inc-pittsburgh-pa-226595) ([md](https://advisorcensus.com/firm/strategic-investment-fund-inc-pittsburgh-pa-226595.md)) | 226595 | Pittsburgh, PA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Success Wealth Management LLC](https://advisorcensus.com/firm/success-wealth-management-llc-wexford-pa-299094) ([md](https://advisorcensus.com/firm/success-wealth-management-llc-wexford-pa-299094.md)) | 299094 | Wexford, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Summit Advisors, LLC](https://advisorcensus.com/firm/summit-advisors-llc-canonsburg-pa-144486) ([md](https://advisorcensus.com/firm/summit-advisors-llc-canonsburg-pa-144486.md)) | 144486 | Canonsburg, PA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets |
| [Tecum Capital Management, LLC](https://advisorcensus.com/firm/tecum-capital-management-llc-wexford-pa-315487) ([md](https://advisorcensus.com/firm/tecum-capital-management-llc-wexford-pa-315487.md)) | 315487 | Wexford, PA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Templeton Financial Planning](https://advisorcensus.com/firm/templeton-financial-planning-pittsburgh-pa-132271) ([md](https://advisorcensus.com/firm/templeton-financial-planning-pittsburgh-pa-132271.md)) | 132271 | Pittsburgh, PA | State-registered investment adviser | Under $25 million | 22 | Hourly, Fixed fee |
| [The Baran James Company, Inc.](https://advisorcensus.com/firm/the-baran-james-company-inc-pittsburgh-pa-156242) ([md](https://advisorcensus.com/firm/the-baran-james-company-inc-pittsburgh-pa-156242.md)) | 156242 | Pittsburgh, PA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [The Coury Firm](https://advisorcensus.com/firm/the-coury-firm-pittsburgh-pa-289145) ([md](https://advisorcensus.com/firm/the-coury-firm-pittsburgh-pa-289145.md)) | 289145 | Pittsburgh, PA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Thor Financial Technologies](https://advisorcensus.com/firm/thor-financial-technologies-greensburg-pa-310362) ([md](https://advisorcensus.com/firm/thor-financial-technologies-greensburg-pa-310362.md)) | 310362 | Greensburg, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Other |
| [Three Cord True Wealth Management, LLC](https://advisorcensus.com/firm/three-cord-true-wealth-management-llc-beaver-pa-307480) ([md](https://advisorcensus.com/firm/three-cord-true-wealth-management-llc-beaver-pa-307480.md)) | 307480 | Beaver, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Three Rivers Executive Consulting, LLC](https://advisorcensus.com/firm/three-rivers-executive-consulting-llc-wexford-pa-311549) ([md](https://advisorcensus.com/firm/three-rivers-executive-consulting-llc-wexford-pa-311549.md)) | 311549 | Wexford, PA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Three Rivers Fund Advisors, LLC](https://advisorcensus.com/firm/three-rivers-fund-advisors-llc-pittsburgh-pa-168454) ([md](https://advisorcensus.com/firm/three-rivers-fund-advisors-llc-pittsburgh-pa-168454.md)) | 168454 | Pittsburgh, PA | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Trebuchet Consulting, LLC](https://advisorcensus.com/firm/trebuchet-consulting-llc-pittsburgh-pa-166645) ([md](https://advisorcensus.com/firm/trebuchet-consulting-llc-pittsburgh-pa-166645.md)) | 166645 | Pittsburgh, PA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Trendscast Financial LLC](https://advisorcensus.com/firm/trendscast-financial-llc-eighty-four-pa-166470) ([md](https://advisorcensus.com/firm/trendscast-financial-llc-eighty-four-pa-166470.md)) | 166470 | Eighty Four, PA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Trevi Capital](https://advisorcensus.com/firm/trevi-capital-pittsburgh-pa-337812) ([md](https://advisorcensus.com/firm/trevi-capital-pittsburgh-pa-337812.md)) | 337812 | Pittsburgh, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Trustmont Advisory Group, Inc.](https://advisorcensus.com/firm/trustmont-advisory-group-inc-greensburg-pa-106015) ([md](https://advisorcensus.com/firm/trustmont-advisory-group-inc-greensburg-pa-106015.md)) | 106015 | Greensburg, PA | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets, Hourly, Fixed fee |
| [Twin Capital Management Inc](https://advisorcensus.com/firm/twin-capital-management-inc-mcmurray-pa-104748) ([md](https://advisorcensus.com/firm/twin-capital-management-inc-mcmurray-pa-104748.md)) | 104748 | McMurray, PA | SEC-registered investment adviser | $500 million to $1 billion | 36 | % of assets, Fixed fee, Performance fee |
| [US Asset Management, LLC](https://advisorcensus.com/firm/us-asset-management-llc-pittsburgh-pa-124234) ([md](https://advisorcensus.com/firm/us-asset-management-llc-pittsburgh-pa-124234.md)) | 124234 | Pittsburgh, PA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Other |
| [US Innovative Technology Capital Management, LLC](https://advisorcensus.com/firm/us-innovative-technology-capital-management-llc-coraopolis-pa-323370) ([md](https://advisorcensus.com/firm/us-innovative-technology-capital-management-llc-coraopolis-pa-323370.md)) | 323370 | Coraopolis, PA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Performance fee |
| [Valley Brook Capital Group](https://advisorcensus.com/firm/valley-brook-capital-group-venetia-pa-122460) ([md](https://advisorcensus.com/firm/valley-brook-capital-group-venetia-pa-122460.md)) | 122460 | Venetia, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [VAM Group, LLC](https://advisorcensus.com/firm/vam-group-llc-sewickley-pa-323226) ([md](https://advisorcensus.com/firm/vam-group-llc-sewickley-pa-323226.md)) | 323226 | Sewickley, PA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Venator Management LLC](https://advisorcensus.com/firm/venator-management-llc-pittsburgh-pa-310406) ([md](https://advisorcensus.com/firm/venator-management-llc-pittsburgh-pa-310406.md)) | 310406 | Pittsburgh, PA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Vista Investment Management, LLC](https://advisorcensus.com/firm/vista-investment-management-llc-pittsburgh-pa-116068) ([md](https://advisorcensus.com/firm/vista-investment-management-llc-pittsburgh-pa-116068.md)) | 116068 | Pittsburgh, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Waldron Private Wealth](https://advisorcensus.com/firm/waldron-private-wealth-bridgeville-pa-131063) ([md](https://advisorcensus.com/firm/waldron-private-wealth-bridgeville-pa-131063.md)) | 131063 | Bridgeville, PA | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Hourly, Fixed fee, Commissions, Performance fee |
| [Wexford Wealth Advisors LLC](https://advisorcensus.com/firm/wexford-wealth-advisors-llc-wexford-pa-288407) ([md](https://advisorcensus.com/firm/wexford-wealth-advisors-llc-wexford-pa-288407.md)) | 288407 | Wexford, PA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [WMS Wealth Planners](https://advisorcensus.com/firm/wms-wealth-planners-pittsburgh-pa-305481) ([md](https://advisorcensus.com/firm/wms-wealth-planners-pittsburgh-pa-305481.md)) | 305481 | Pittsburgh, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Wuenschell Financial Services LLC](https://advisorcensus.com/firm/wuenschell-financial-services-llc-cranberry-township-pa-327097) ([md](https://advisorcensus.com/firm/wuenschell-financial-services-llc-cranberry-township-pa-327097.md)) | 327097 | Cranberry Township, PA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Wyze Wealth Advisors, LLC](https://advisorcensus.com/firm/wyze-wealth-advisors-llc-canonsburg-pa-329413) ([md](https://advisorcensus.com/firm/wyze-wealth-advisors-llc-canonsburg-pa-329413.md)) | 329413 | Canonsburg, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Yanni & Associates Investment Advisors, LLC](https://advisorcensus.com/firm/yanni-and-associates-investment-advisors-llc-wexford-pa-142913) ([md](https://advisorcensus.com/firm/yanni-and-associates-investment-advisors-llc-wexford-pa-142913.md)) | 142913 | Wexford, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Zimmer Financial Planning](https://advisorcensus.com/firm/zimmer-financial-planning-pittsburgh-pa-164654) ([md](https://advisorcensus.com/firm/zimmer-financial-planning-pittsburgh-pa-164654.md)) | 164654 | Pittsburgh, PA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/pa/pittsburgh/page/3.md

## Questions people ask

**How many financial advisory firms are there in Pittsburgh, PA?**
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.

**How many fee-only financial advisors are in Pittsburgh, PA?**
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.

**How many financial advisors in Pittsburgh, PA offer financial planning?**
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.

**Are the financial advisors in Pittsburgh, PA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Pennsylvania](https://advisorcensus.com/advisors/pa) (https://advisorcensus.com/advisors/pa.md)
- [Financial advisors in Pittsburgh, PA](https://advisorcensus.com/advisors/pa/pittsburgh) (https://advisorcensus.com/advisors/pa/pittsburgh.md)
- [Fee-only financial advisors in Pittsburgh, PA](https://advisorcensus.com/advisors/pa/pittsburgh/fee-only) (https://advisorcensus.com/advisors/pa/pittsburgh/fee-only.md)
- [Flat-fee financial advisors in Pittsburgh, PA](https://advisorcensus.com/advisors/pa/pittsburgh/flat-fee) (https://advisorcensus.com/advisors/pa/pittsburgh/flat-fee.md)
- [Hourly financial advisors in Pittsburgh, PA](https://advisorcensus.com/advisors/pa/pittsburgh/hourly) (https://advisorcensus.com/advisors/pa/pittsburgh/hourly.md)
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- [Financial advisors in Wexford, PA](https://advisorcensus.com/advisors/pa/pittsburgh/wexford) (https://advisorcensus.com/advisors/pa/pittsburgh/wexford.md)
- [Financial advisors in Canonsburg, PA](https://advisorcensus.com/advisors/pa/pittsburgh/canonsburg) (https://advisorcensus.com/advisors/pa/pittsburgh/canonsburg.md)
- [Financial advisors in Sewickley, PA](https://advisorcensus.com/advisors/pa/pittsburgh/sewickley) (https://advisorcensus.com/advisors/pa/pittsburgh/sewickley.md)
- [Financial advisors in Philadelphia](https://advisorcensus.com/advisors/pa/philadelphia) (https://advisorcensus.com/advisors/pa/philadelphia.md)
- [Financial advisors in Lancaster](https://advisorcensus.com/advisors/pa/lancaster) (https://advisorcensus.com/advisors/pa/lancaster.md)
- [Financial advisors in Allentown](https://advisorcensus.com/advisors/pa/allentown) (https://advisorcensus.com/advisors/pa/allentown.md)
- [Financial advisors in Harrisburg](https://advisorcensus.com/advisors/pa/harrisburg) (https://advisorcensus.com/advisors/pa/harrisburg.md)
- [Financial advisors in Scranton](https://advisorcensus.com/advisors/pa/scranton) (https://advisorcensus.com/advisors/pa/scranton.md)
- [Financial advisors in Reading](https://advisorcensus.com/advisors/pa/reading) (https://advisorcensus.com/advisors/pa/reading.md)
- [Financial advisors in Erie](https://advisorcensus.com/advisors/pa/erie) (https://advisorcensus.com/advisors/pa/erie.md)
- [Financial advisors in York](https://advisorcensus.com/advisors/pa/york) (https://advisorcensus.com/advisors/pa/york.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/pa/pittsburgh.csv

Cite as: AdvisorCensus. Financial advisors in Pittsburgh, PA: 195 firms from Form ADV filings as of October 2026.