Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Pittsburgh, United States

Name: Comprehensive financial planning firms based in Pittsburgh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 89 companies tracked

RevenueBase identified 89 company matches for comprehensive financial planning firms associated with Pittsburgh, United States as of September 2026 and tracks 1,057 professional contacts across them, including 313 with verified work emails. Across the United States, New York is the largest hub for this category (353 companies); Pittsburgh has 89.

This list covers company matches for comprehensive financial planning firms associated with Pittsburgh, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

89Companies

1,057Contacts tracked

313Verified emails

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The 25 largest comprehensive financial planning firms based in Pittsburgh, United States

Ranked by team size

Top 25 of 89 company matches for comprehensive financial planning firms based in Pittsburgh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lifetime Financial Growth	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	201-500	419 contacts →
	Exact match “Lifetime Financial Growth is a privately owned wealth management firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Allegheny Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	51-200	110 contacts →
	Exact match “Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group is an SEC* registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Massmutual Pittsburgh	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	51-200	72 contacts →
	Exact match “At MassMutual Pittsburgh, our primary objective is to help you achieve financial freedom in a complex and constantly changing world.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Success Financial Solutions	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	23 contacts →
	Exact match “The cornerstone of our firm is retirement transition for retirees, wealth planning and financial management services for all ages.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Signature Wealth	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	22 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Hunter Associates	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	19 contacts →
	Exact match “OUR APPROACH Founded in 1992, Hunter Associates provides high-quality investment management and financial planning services to individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Staley Capital Advisers, INC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	1-10	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Equilibrium Wealth Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Equilibrium Wealth Advisors (EWA) provides personalized financial planning and investment advisory services to help clients achieve their long-term financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	The Longboat Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “The Longboat Group is an investment management company based out of Sarasota, Florida, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Touchstone Capital	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Located in Pittsburgh, PA, Touchstone Capital’s mission is a commitment to improving clients’ quality of life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	JKS Financial	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “JKS Financial guides individual, family and corporate clients to establish and maintain all realms of financial security.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Shorebridge Wealth Management, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	The Monteverde Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “The Monteverde Group is a financial advisory firm serving Pittsburgh, PA and Wheeling, WV, providing coordinated employee benefits, retirement plan guidance, and private wealth…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Axias Wealth Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Bridger Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Simplifying and managing your financial journey Since 2016, Bridger Financial Group has been helping individuals and business owners navigate the complex world of finance with a…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Ascent Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “We are ASCENT FINANCIAL GROUP - a team of experienced financial advisors committed to delivering a more service-focused, personalized approach to your future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Lange Financial Group, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “Lange Financial Group offers tax, asset management, and estate planning services all under one roof from a team of experienced professionals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Beratung Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “We Provide Comprehensive advice, guidance, and counseling to educate and empower our clients to make informed financial decisions to pursue their goals and live fulfilling life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Trebuchet Consulting, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “The mission of Trebuchet Consulting, LLC is to assist in identifying and fulfilling strategic financial goals for our clients and their families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Union Bridge Capital	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Through Union Bridge Capital, experience your financial evolution with the complete integration of investment management, tax planning, legal coordination, and risk management in…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	MFA Wealth	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	7 contacts →
	Exact match “At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	CF Advisors Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Planning for the Spectrum of Your Life is our overriding goal.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Signature Financial Planning	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “Signature Financial Planning was founded in 1991 by Stephen Tobe because he believed that the community of Pittsburgh deserves personalized advice from professional advisors who…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Newbauer Maniet Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Newbauer Maniet Financial Group is a full-service independent investment advisor.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Millermccurry, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “More than just a portfolio manager, our clients are looking for a conductor to synchronize all of the elements of their financial life including the lawyers, accountants…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “comprehensive financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 89 comprehensive financial planning firms based in Pittsburgh, United States

See the full list, filter by size, metro and specialty, and access 313 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Comprehensive financial planning firms based in Pittsburgh, United States at a glance

As of Sep 19, 2026

29.6%Verified-email coverage

11.9Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 89 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Pittsburgh, United States whose business descriptions match “comprehensive financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 313 professional contacts with verified work emails across the full matched dataset. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Comprehensive financial planning firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “comprehensive financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many comprehensive financial planning firms are there based in Pittsburgh, United States?

RevenueBase identified 89 company matches for comprehensive financial planning firms associated with Pittsburgh, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Lifetime Financial Growth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most comprehensive financial planning firms?

New York leads the United States with 353 company records, followed by Atlanta (245) and Houston (241). Pittsburgh has 89.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 313 professional contacts with verified work emails tracked across these 89 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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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 SmartSearch, 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.