Company lists · Data refreshed September 2026
Top 21 Corporate financial planning firms based in Pittsburgh, United States
RevenueBase identified 34 corporate financial planning firms headquartered in Pittsburgh, United States as of September 2026 and tracks 245 professional contacts across them, including 90 with verified work emails. New York is the largest hub.
This list covers corporate financial planning firms 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 19, 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.
The 21 largest corporate financial planning firms based in Pittsburgh, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 72 contacts → | ||||
Partial evidence “At MassMutual Pittsburgh, our primary objective is to help you achieve financial freedom in a complex and constantly changing world.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 19 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 13 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Indirect evidence “Located in Pittsburgh, PA, Touchstone Capital’s mission is a commitment to improving clients’ quality of life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Strong evidence “JKS Financial guides individual, family and corporate clients to establish and maintain all realms of financial security.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Partial evidence “Franklin Nova Group was founded the belief that expert financial advisory services should be accessible to every company, regardless of size.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “Planning for the Spectrum of Your Life is our overriding goal.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “When you step into the offices of Maniet Financial Services Network, we hope that you will feel comfortable.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “Wright Associates is a licensed Fiduciary firm in Pittsburgh, offering financial services for high earning individuals, families, and retiring professionals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Strong evidence “In 2004, Brian Adair founded Adair Financial Group, LLC, based on his holistic philosophies of wealth management planning and preservation.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Strong evidence “Palo Alto Partners offers a wide range of consulting and financial planning services to businesses and not-for-profit organizations, including: business planning, community…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Strong evidence “The Advisors Group of Pittsburgh is a financial planning organization located in Pittsburgh, Pennsylvania.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Strong evidence “Investment management and financial planning” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 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 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Scanlon Wealth Management helps clients plan and prepare for their financial future so they can live worry-free and focus on life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: corporate financial planning firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names corporate financial planning firms.
- Partial evidence
- Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name corporate financial planning firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 21 of 34 corporate financial planning firms based in Pittsburgh, United States
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Corporate financial planning firms based in Pittsburgh, United States at a glance
As of Sep 19, 2026Companies by employee count
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 34 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 corporate financial planning firms, 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 “corporate financial planning firms”. 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 corporate financial planning firms), 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 corporate financial planning firms, 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, 90 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 19, 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.
Corporate financial planning firms by metro in the United States
- Corporate financial planning firms in New York206
- Corporate financial planning firms in Houston109
- Corporate financial planning firms in Atlanta104
- Corporate financial planning firms in Charlotte84
- Corporate financial planning firms in Chicago84
- Corporate financial planning firms in San Diego81
- Corporate financial planning firms in Austin79
- Corporate financial planning firms in Dallas76
- Corporate financial planning firms in Denver68
- Corporate financial planning firms in Scottsdale66
- Corporate financial planning firms in Phoenix59
- Corporate financial planning firms in Los Angeles55
- Corporate financial planning firms in Tampa54
- Corporate financial planning firms in Cincinnati50
- Corporate financial planning firms in Indianapolis49
- Corporate financial planning firms in Miami47
- Corporate financial planning firms in Columbus46
- Corporate financial planning firms in Raleigh45
- Corporate financial planning firms in Columbia44
- Corporate financial planning firms in Irvine44
- Corporate financial planning firms in San Francisco44
- Corporate financial planning firms in Boston42
- Corporate financial planning firms in Jacksonville40
- Corporate financial planning firms in Overland Park37
- Corporate financial planning firms in San Antonio36
- Corporate financial planning firms in Boca Raton35
- Corporate financial planning firms in Fort Lauderdale35
- Corporate financial planning firms in Rochester35
- Corporate financial planning firms in Fort Worth34
- Corporate financial planning firms in Pittsburgh34
- Corporate financial planning firms in Minneapolis33
- Corporate financial planning firms in Portland33
- Corporate financial planning firms in Birmingham32
- Corporate financial planning firms in Seattle32
- Corporate financial planning firms in Colorado Springs31
- Corporate financial planning firms in Grand Rapids30
- Corporate financial planning firms in Washington30
- Corporate financial planning firms in Madison29
- Corporate financial planning firms in Nashville29
- Corporate financial planning firms in Orlando29
- Corporate financial planning firms in Las Vegas28
- Corporate financial planning firms in Louisville28
- Corporate financial planning firms in Omaha28
- Corporate financial planning firms in Troy28
- Corporate financial planning firms in Newport Beach27
- Corporate financial planning firms in Springfield27
- Corporate financial planning firms in Greenville26
- Corporate financial planning firms in Plano25
- Corporate financial planning firms in Richmond25
- Corporate financial planning firms in Tucson25
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 corporate financial planning firms, 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 corporate financial planning firms are there based in Pittsburgh, United States?
RevenueBase identified 34 corporate financial planning firms 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?
Massmutual Pittsburgh, headquartered in Pittsburgh, tops this list with the largest team on record.
Which city has the most corporate financial planning firms?
New York leads with 206 headquartered companies, followed by Houston (109) and Atlanta (104).
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 90 verified decision-maker contacts tracked across these 34 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 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 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.
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