Company lists · Data refreshed October 2026

Top 17 Digital wealth management firms based in Pittsburgh, United States

Name: Digital wealth management firms based in Pittsburgh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 30 companies tracked

RevenueBase identified 30 company matches for digital wealth management firms associated with Pittsburgh, United States as of October 2026 and tracks 598 professional contacts across them, including 133 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); Pittsburgh has 30.

This list covers company matches for digital wealth management 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 October 11, 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 Oct 11, 2026 How this list was built

30Companies

598Contacts tracked

133Verified emails

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The 17 largest digital wealth management firms based in Pittsburgh, United States

Ranked by team size

Top 17 of 30 company matches for digital wealth management firms based in Pittsburgh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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 Oct 11, 2026	201-500	409 contacts →
	Exact match “Lifetime Financial Growth is a privately owned wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Signature Wealth	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	11-50	20 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 · Oct 11, 2026 · View company records in RevenueBase
3	Staley Capital Advisers, INC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	1-10	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Hunter Associates	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	11-50	17 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 · Oct 11, 2026 · View company records in RevenueBase
5	Equilibrium Wealth Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	11-50	16 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 · Oct 11, 2026 · View company records in RevenueBase
6	The Monteverde Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	11-50	11 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 · Oct 11, 2026 · View company records in RevenueBase
7	The Longboat Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	11-50	11 contacts →
	Exact match “The Longboat Group is an investment management company based out of Sarasota, Florida, United States.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	4rivers Wealth Management	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “Meeting you where you are, no matter what stage of life, to provide exceptional care for your family's wealth and well-being.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Signature Financial Planning	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
10	Millermccurry, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
11	Sterling Heights Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Sterling Heights Financial Group, LLC was started to provide ethical, professional, financial guidance to our clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	H2r Wealth Management	Exact match	Pittsburgh, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “At H2R Wealth Management, our vision is to be the preferred wealth management firm for individuals and families seeking professional advice, providing trusted guidance and a…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Frederick Wells Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Frederick Wells Advisors is a leading private wealth management firm based in Pittsburgh, Pennsylvania serving clients all across the country.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Main Advisory	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	North River Wealth Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Investment management and financial planning” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Henry H Armstrong Assoc INC	Exact match	Pittsburgh, PA, United StatesHQ recorded Oct 11, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Summit Wealth Design	Exact match	Pittsburgh, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “We are a private wealth management firm committed to helping people reach their financial goals through meticulous, precise, planning and with a focus on careful analysis of…” Recorded in the RevenueBase company graph · Oct 11, 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 “digital wealth management 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 17 of 30 digital wealth management firms based in Pittsburgh, United States

See the full list, filter by size, metro and specialty, and access 133 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital wealth management firms based in Pittsburgh, United States at a glance

As of Oct 11, 2026

22.2%Verified-email coverage

19.9Average contacts per company

1-10Median size (employees)

Oct 11, 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 30 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 “digital wealth management 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 133 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 October 11, 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.

Digital wealth management 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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management firms are there based in Pittsburgh, United States?

RevenueBase identified 30 company matches for digital wealth management firms associated with Pittsburgh, United States as of October 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 digital wealth management firms?

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93). Pittsburgh has 30.

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 133 professional contacts with verified work emails tracked across these 30 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 October 11, 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.