Pitcairn Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Pitcairn Wealth Advisors reports 330 clients. They include 330 high-net-worth individuals. Of its assets, 77.5% ($4.55B across 1,918 accounts) are managed with discretion; $1.32B across 215 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 98% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 330 | $5.78B | 98.5% | $17.5M |
| Pension and profit-sharing plans | Fewer than 5 | $42.6M | 0.7% | — |
| Charitable organizations | Fewer than 5 | $45.6M | 0.8% | — |
| Total | 330 | $5.87B | 100% | — |
- Clients
- 330
- Regulatory AUM
- $5.78B
- AUM share
- 98.5%
- Avg. per client
- $17.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $42.6M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $45.6M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 330
- Regulatory AUM
- $5.87B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Pitcairn Wealth Advisors charges up to 1.10% a year for its Investment advisory services. The fee is billed in advance or in arrears. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Family office services
- Offered on an annual fixed fee basis, set in the client's written agreement.
- Financial planning
- Complex or focused planning is charged a separate fee, negotiated case by case and set out in the client agreement.
- Non-advisory administrative services
- Bill payment, reporting and other administrative services are priced in the client's written agreement.
Pitcairn Financial Group LLC owns 75% or more of Pitcairn Wealth Advisors and is in turn owned by Pitcairn Company (50–75%). Andrew Busser is CEO; the leadership team includes Chief Investment Officer Nathan Sonnenberg, Chief Financial Officer Eric Gaul and Chief Compliance Officer Ryan Pollard. It has 62 employees, 37 of them in advisory roles.
Leadership
Andrew BusserPresident, Chief Executive Officer
Eric GaulChief Financial Officer
Ryan PollardChief Compliance Officer
Nathan SonnenbergChief Investment Officer
Investment adviser representatives
40 representatives listed in the SEC register as of 9 October 2026.
- Justin C. Bakewell
- Maryann Walker Bechta
- Matthew Case Breidenbach
- Carlin Rose Calcaterra
- Karen Anne Carlson
- Derek James Cavanaugh
- Peter Chirico
- Amy Hart Clyne
- Patrick Michael Darcy
- Ethan William Ebner
- Paulette Mercedes Girod
- James Ramsey Goetschius
- Brendan Michael Heffernan
- Man Tou Iau
- John Richard Jeffrey
- Pace Roy Kessenich
- Joshua Edward Kramer
- Christina Lorraine Maida
- Laurie Ressin Martin
- Jacob Rudolfo Martinez
- John Matthew McCarte
- David Thomas Medici
- Robert John Mileff Jr
- John Michael Olson
- Matthew David Perri
- Andrew Drummond Pitcairn
- Harold Frederick Pitcairn II
- Jennifer Anne Proper
- Mark Todd Robinson
- Ashley Elizabeth Ruhling
- Craig Scott Schmauder
- Jocelyn Schwartz
- David Harold Slover
- George Francis Smith
- Emilee Frances Stepoulos
- Andrew David Strain
- Joseph Whelan
- Natalie Anne Wolaniuk
Staff
- 62 employees
- 37 in advisory functions
- 34 state-registered reps
- 1 insurance agent
- Owns 75% or more of Pitcairn Wealth Advisors LLC
Pitcairn Financial Group LLC
Control person · since September 2024
- Owns 50% to 75% of Pitcairn Financial Group LLC
Pitcairn Company
Control person · since September 2024
Pitcairn Wealth Advisors’ regulatory assets grew 7.6× from $776M (July 2025) to $5.87B (March 2026); clients rose from 71 to 330 and employees from 5 to 62. In 2025, Brightside Advisory Partners (Brightside Partners) ($853M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $5.87B | 330 | 62 | 7 |
| July 2025 | $776M | 71 | 5 | 12 |
Firms that joined
20251 joined
- Brightside Advisory Partners (Brightside Partners)Last filed AUM $853M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Pitcairn Wealth Advisors has 6 offices (3 private residences, listed without an address), with 4 listed addresses across 4 states.
California · 1 listed address
- 360 Post Street, San Francisco
Maryland · 1 listed address
- 6300 Blair Hill Lane, Baltimore
New York · 1 listed address
- 1270 Avenue of the Americas, New York
Pennsylvania · 1 listed address
- Eight Tower Bridge, 161 Washington Street, Suite 801, ConshohockenHQ
Other business names
Pitcairn Wealth Advisors has reported 1 other business name to the SEC.
- Pwa
Contact and registration details
- Legal name
- Pitcairn Wealth Advisors LLC
- Headquarters
- Eight Tower Bridge, 161 Washington Street, Suite 801, Conshohocken, PA 19428
- Website
- pitcairn.com
- Phone
- 215-881-6144
- @pitcairn
- SEC file
- 801-131329
- Structure
- Delaware LLC
- Fiscal year end
- December
Pitcairn Wealth Advisors uses Fidelity ($4.48B, 94%) and Charles Schwab ($310M, 6%) as custodians for its separately managed accounts. Pitcairn Wealth Advisors has custody of $3.94B in client assets for 311 clients.
- FidelityNational Financial Services LLC · Boston, MA · $4.48B94%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $310M6%
At year end, Pitcairn Wealth Advisors’ separately managed accounts were mostly in funds (59%) and stocks (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $913M across 281 positions; the largest are iShares TR (23.5%), Vaneck Merk Gold ETF (5.6%) and State Str SPDR S&P 500 ETF T (5.4%).
What the accounts hold
- Stocks37%
- Funds59%
- Registered funds35%
- Pooled vehicles24%
- Bonds3%
- Cash1%
Reported 13F holdings
- $913M
- Reported 13F value
- 281
- Positions
- 54.0%
- In the 10 largest
- +0%
- Value vs. prior quarter
- iShares TR · Russell 3000 ETF23.5%
- Vaneck Merk Gold ETF · Gold Shs5.6%
- State Str SPDR S&P 500 ETF T · TR Unit5.4%
- SPDR Index Shs Fds · ST Str Acwi ETF4.4%
- iShares TR · Rus 1000 ETF4.0%
- Berkshire Hathaway Inc. Del · CL A3.5%
- Vanguard Index Fds · Total Stk Mkt2.8%
- Direxion Shares ETF Trust · Auspce Cmd Stg1.6%
- Vanguard Scottsdale Fds · Vng Rus1000idx1.6%
- iShares TR · MSCI Acwi EX US1.5%
Together, the ten largest are 54.0% of reported value.
How many clients does Pitcairn Wealth Advisors have?
Pitcairn Wealth Advisors has 330 clients and manages $5.87 billion for them, as of March 2026. They include 330 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Pitcairn Wealth Advisors offer?
Pitcairn Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Pitcairn Wealth Advisors charge?
Pitcairn Wealth Advisors charges up to 1.10% a year for its Investment advisory services. The fee is billed in advance or in arrears.
Source: PITCAIRN - FORM ADV DISCLOSURE BROCHURE 2A (MARCH 2026), filed 31 March 2026
Which custodians does Pitcairn Wealth Advisors use?
Pitcairn Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $4.48B and Charles Schwab & Co., Inc. (Westlake, TX), with $310M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Pitcairn Wealth Advisors have?
Pitcairn Wealth Advisors has 34 investment adviser representatives registered with state securities authorities, out of 62 employees, and 37 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pitcairn Wealth Advisors invest in?
At the end of its last fiscal year, Pitcairn Wealth Advisors’ separately managed accounts held 37% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 24% pooled vehicles (private funds and similar), 3% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pitcairn Wealth Advisors?
Pitcairn Wealth Advisors is owned through a holding company by Pitcairn Company. Its direct owner is Pitcairn Financial Group LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Pitcairn Wealth Advisors get paid?
Pitcairn Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pitcairn Wealth Advisors?
Pitcairn Wealth Advisors’ main office is at Eight Tower Bridge, 161 Washington Street, Suite 801, Conshohocken, PA 19428. Its phone number is 215-881-6144. Its website is pitcairn.com.