Company lists · Data refreshed September 2026

Top 20 Annual fund management consultants based in Pittsburgh, United States

RevenueBase identified 31 annual fund management consultants headquartered in Pittsburgh, United States as of September 2026 and tracks 346 professional contacts across them, including 208 with verified work emails. Across the United States, New York is the largest hub for this category (271 companies); Pittsburgh has 31.

This list covers annual fund management consultants headquartered in Pittsburgh, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
31Companies
346Contacts tracked
208Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 20 largest annual fund management consultants based in Pittsburgh, United States

Ranked by team size
Top 20 of 31 annual fund management consultants based in Pittsburgh, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to annual fund management consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202651-200110 contacts →

Indirect evidence

“Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group is an SEC* registered investment advisory firm.”

Source: RevenueBase Database · checked Sep 27, 2026
2Partial evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202651-20057 contacts →

Partial evidence

“Fort Pitt Capital Group is investment management firm that provides solutions-based portfolio management and consulting.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202611-5022 contacts →

Indirect evidence

“Signature Wealth was founded in 1991 by Stephen Tobe because he believed that the community of Pittsburgh deserves personalized advice from professional advisors who focus on…”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202611-5019 contacts →

Partial evidence

“OUR APPROACH Founded in 1992, Hunter Associates provides high-quality investment management and financial planning services to individuals, families and institutions.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-1019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202611-5013 contacts →

Indirect evidence

“Equilibrium Wealth Advisors (EWA) provides personalized financial planning and investment advisory services to help clients achieve their long-term financial goals.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202611-5013 contacts →

Indirect evidence

“Interchange Capital Partners is a family business advisory firm dedicated to consulting and strategy development for family-owned businesses, assisting them in navigating the…”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202611-5013 contacts →

Partial evidence

“The Longboat Group is an investment management company based out of Sarasota, Florida, United States.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202611-5010 contacts →

Indirect evidence

“The Monteverde Group is a financial advisory firm serving Pittsburgh, PA and Wheeling, WV, providing coordinated employee benefits, retirement plan guidance, and private wealth…”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202611-509 contacts →

Indirect evidence

“At Axias, our commitment to quick and thorough communication, due diligence, and critical thinking combine to provide clients with a first-class financial planning experience.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“Newbauer Maniet Financial Group is a full-service independent investment advisor.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202611-504 contacts →

Indirect evidence

“When you step into the offices of Maniet Financial Services Network, we hope that you will feel comfortable.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“Bray Farm IA is an advisory firm specializing in model-based portfolio construction and research services.”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“Helping People with Major Financial Decisions Since 1987.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“At Kattan Ferretti Financial L.P.”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-102 contacts →

Partial evidence

“Investment management and financial planning”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Since our inception 30 years ago in Pittsburgh, Pennsylvania, we have been proud to serve many Non-Profit organizations, Physicians, and High-Net-Worth individuals like you.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“We are a small team of independent, professional financial advisors able to draw on the full resources of a major regional financial-planning institution as well as our own…”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026

Showing 20 of 31 annual fund management consultants based in Pittsburgh, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 208 reachable decision-makers.

Free signup · no credit card

View the full list →

Annual fund management consultants based in Pittsburgh, United States at a glance

As of Sep 27, 2026
60.1%Verified-email coverage
11.2Average contacts per company
1-10Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
12
51-200
3

Email recency for this list is measured across the whole United States list rather than for Pittsburgh, so it is reported there. Company counts and contact totals on this page are exact for Pittsburgh, over 31 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among annual fund management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Pittsburgh, United States whose own description of what they do matches “annual fund management consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names annual fund management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among annual fund management consultants, and records with no verified work email. Companies headquartered outside Pittsburgh are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 208 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names annual fund management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many annual fund management consultants are there based in Pittsburgh, United States?

RevenueBase identified 31 annual fund management consultants headquartered in Pittsburgh, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Allegheny Financial Group, headquartered in Pittsburgh, tops this list with the largest team on record.

Which city in the United States has the most annual fund management consultants?

New York leads the United States with 271 headquartered companies, followed by Chicago (101) and Atlanta (77). Pittsburgh has 31.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 208 verified decision-maker contacts tracked across these 31 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

Ready to reach these companies? Verified emails and direct dials for all 31 annual fund management consultants based in Pittsburgh, United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.