Top 10 financial advisor firms in Pittsburgh

34 SEC-registered financial advisor firms are headquartered in Pittsburgh, PA, with $38.9B in combined regulatory assets under management. The largest by assets are Greycourt ($6.61B), Allegheny Financial Group ($5.59B) and Schneider Downs Wealth Management Advisors ($3.31B).

34
Financial advisor firms: $38.9B
Their combined AUM: $642M
Median firm AUM: 9,422
Clients of the top 10

The 10 largest by assets

1
Greycourt
RIA
$6.61B
Up to 0.50% a year
2
Allegheny Financial Group
RIA
$5.59B
0.35% to 1.00% a year
3
Schneider Downs Wealth Management Advisors
RIA
$3.31B
0.30% to 1.00% a year
4
Staley Capital Advisers
RIA
$3.11B
0.35% to 0.75% a year
5
Cookson Peirce & Co
RIA
$2.56B
0.50% to 1.00% a year
6
Guyasuta Investment Advisors
RIA
$2.44B
Regulatory AUM
7
Hunter Associates Investment Management
RIA
$1.34B
0.60% to 0.95% a year
8
Coury Firm Asset Management
RIA
$1.32B
Up to 2.00% a year
9
Henry H. Armstrong Associates
RIA
$1.23B
0.70% to 1.00% a year
10
Trebuchet Consulting
RIA
$1.08B
0.25% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Greycourt

Greycourt is an investment adviser based in Pittsburgh, PA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $6.61 billion, as filed on 4 August 2026.

Greycourt charges up to 0.50% a year for its Asset-based advisory fee.

Regulatory AUM: $6.61B
Clients: 44
Advisory staff: 19
Fee schedule: Up to 0.50% a year
Custodians: BNY Mellon Capital Markets, Northern Trust Securities, J.P. Morgan
Headquarters: 116 15th Street, Suite 702, Pittsburgh, PA 15222-4214
Phone: 412-361-0100
Website: greycourt.com

No. 2 · RIA

Allegheny Financial Group

Allegheny Financial Group is an investment adviser based in Pittsburgh, PA, registered with the SEC since 1977. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $5.59 billion, as filed on 24 August 2026.

Allegheny Financial Group charges 0.35%–1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $5.59B
Clients: 3,971
Advisory staff: 28
Fee schedule: 0.35% to 1.00% a year
Custodians: Fidelity
Headquarters: Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
Phone: 412-367-3880
Website: alleghenyfinancial.com

No. 3 · RIA

Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors is an investment adviser based in Pittsburgh, PA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $3.31 billion, as filed on 24 March 2026.

Schneider Downs Wealth Management Advisors charges 0.30%–1.00% a year for its Investment Management.

Regulatory AUM: $3.31B
Clients: 786
Advisory staff: 22
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab, American Trust Investment Services
Headquarters: One PPG Place, Suite 1700, Pittsburgh, PA 15222
Phone: 412-697-5200
Website: schneiderdowns.com

No. 4 · RIA

Staley Capital Advisers

Staley Capital Advisers is an investment adviser based in Pittsburgh, PA, registered with the SEC since 1996. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $3.11 billion, as filed on 14 September 2026.

Staley Capital Advisers charges 0.35%–0.75% a year for its Private account clients.

Regulatory AUM: $3.11B
Clients: 448
Advisory staff: 10
Fee schedule: 0.35% to 0.75% a year
Custodians: Charles Schwab
Headquarters: One Oxford Centre, 301 Grant Street, Suite 3950, Pittsburgh, PA 15219
Phone: 412-394-1292
Website: staleycap.com

No. 5 · RIA

Cookson Peirce & Co

Cookson Peirce & Co is an investment adviser based in Pittsburgh, PA, registered with the SEC since 1984. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and investment companies. Its regulatory assets under management total $2.56 billion, as filed on 24 September 2026.

Cookson Peirce & Co charges 0.50%–1.00% a year for its Private clients.

Regulatory AUM: $2.56B
Clients: 1,648
Advisory staff: 18
Founded: 1984
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 530 William Penn Place, Pittsburgh, PA 15219
Phone: 412-471-5320
Website: cooksonpeirce.com

No. 6 · RIA

Guyasuta Investment Advisors

Guyasuta Investment Advisors is an investment adviser based in Pittsburgh, PA, registered with the SEC since 1994. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.44 billion, as filed on 4 February 2026.

Regulatory AUM: $2.44B
Clients: 478
Advisory staff: 8
Founded: 1983
Custodians: Charles Schwab
Headquarters: 285 Kappa Drive, Suite 220, Pittsburgh, PA 15238
Phone: 412-447-4560
Website: guyasuta.com

No. 7 · RIA

Hunter Associates Investment Management

Hunter Associates Investment Management is an investment adviser based in Pittsburgh, PA, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.34 billion, as filed on 30 July 2026.

Hunter Associates Investment Management charges 0.60%–0.95% a year for its Individual Portfolio Management.

Regulatory AUM: $1.34B
Clients: 1,240
Advisory staff: 14
Founded: 1992
Fee schedule: 0.60% to 0.95% a year
Custodians: Pershing
Headquarters: 436 Seventh Avenue, Koppers Building, 27th Floor, Pittsburgh, PA 15219-1818
Phone: 412-471-4191
Website: hunterassociates.com

No. 8 · RIA

Coury Firm Asset Management

Coury Firm Asset Management is an investment adviser based in Pittsburgh, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $1.32 billion, as filed on 31 March 2026.

Coury Firm Asset Management charges up to 2.00% a year for its Investment advisory services.

Regulatory AUM: $1.32B
Clients: 252
Advisory staff: 12
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 260 Forbes Avenue, Suite 1600, Pittsburgh, PA 15222
Phone: 412-261-5744
Website: couryfirm.com

No. 9 · RIA

Henry H. Armstrong Associates

Henry H. Armstrong Associates is an investment adviser based in Pittsburgh, PA, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.23 billion, as filed on 31 March 2026.

Henry H. Armstrong Associates charges 0.70%–1.00% a year for its Standard fee schedule.

Regulatory AUM: $1.23B
Clients: 141
Advisory staff: 3
Fee schedule: 0.70% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: One Gateway Center, 420 FT. Duquesne BLVD, Ste 1425, Pittsburgh, PA 15222
Phone: 412-471-1551
Website: henryarmstrong.com

No. 10 · RIA

Trebuchet Consulting

Trebuchet Consulting is an investment adviser based in Pittsburgh, PA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.08 billion, as filed on 1 April 2026.

Trebuchet Consulting charges 0.25%–1.00% a year for its Assets Under Management (AUM) Fees.

Regulatory AUM: $1.08B
Clients: 414
Advisory staff: 7
Founded: 2006
Fee schedule: 0.25% to 1.00% a year
Custodians: Fidelity
Headquarters: 313 Castle Shannon BLVD., Pittsburgh, PA 15234
Phone: 412-388-0715
Website: trebuchetconsultingllc.com

Questions about financial advisors in Pittsburgh

How many financial advisor firms are headquartered in Pittsburgh?

34 SEC-registered financial advisor firms report their principal office in Pittsburgh, PA, managing $38.9B in regulatory assets between them. The other 13 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Pittsburgh?

Greycourt, with $6.61B in regulatory assets under management on its latest Form ADV. The next largest are Allegheny Financial Group ($5.59B) and Schneider Downs Wealth Management Advisors ($3.31B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Pittsburgh?

The median firm manages $642M in regulatory assets. That is the midpoint of the 34 firms headquartered in Pittsburgh.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Pittsburgh charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.50% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Pittsburgh?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Pittsburgh has 34 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Pittsburgh

Top financial advisor firms in other Pennsylvania cities