Company lists · Data refreshed September 2026

Top 25 Esop advisors based in Pittsburgh, United States

RevenueBase identified 38 esop advisors headquartered in Pittsburgh, United States as of September 2026 and tracks 422 professional contacts across them, including 266 with verified work emails. New York is the largest hub.

This list covers esop advisors 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
38Companies
422Contacts tracked
266Verified emails
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The 25 largest esop advisors based in Pittsburgh, United States

Ranked by team size
Top 25 of 38 esop advisors based in Pittsburgh, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to esop advisors: 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
1Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202651-200110 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202651-20076 contacts →

Indirect evidence

“Dunbar, Bender & Zapf, Inc.(DBZ) is a full-service retirement plan consulting firm dedicated to helping employers design, implement, and manage plans that support their long-term…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202651-20057 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202611-5034 contacts →

Partial evidence

“GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Integrity-driven financial advice for forward thinkers.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202611-5013 contacts →

Partial 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 19, 2026
7Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202611-5010 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, 2026
8Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 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 19, 2026
9Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202611-509 contacts →

Partial evidence

“We are ASCENT FINANCIAL GROUP - a team of experienced financial advisors committed to delivering a more service-focused, personalized approach to your future.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 202611-508 contacts →

Partial evidence

“TobinLeff is an M&A advisory and exit planning consulting firm with 14 years of service.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-108 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, 2026
12Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“The mission of Trebuchet Consulting, LLC is to assist in identifying and fulfilling strategic financial goals for our clients and their families.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“The LRM Group is an independent insurance consulting firm that works exclusively with fee-based and fee-only advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“At DWD Portfolio Solutions, since our founding in 1994, our core mission has always been to serve as trusted fiduciary to our clients, both individual and institutional.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Totum Realty Advisors is not your conventional brokerage firm; we are strategic partners for privately held businesses, navigating the intricate intersection of real estate and…”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“The Business Transition Sherpa® guides business owners through the often overwhelming process of transition planning from perspectives of "the head, heart, and wallet." With our…”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Helping People with Major Financial Decisions Since 1987.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Raptor Partners’ team of highly experienced corporate finance professionals, with decades of experience at international and regional investment banks, is dedicated to providing…”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 19, 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 19, 2026
23Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial 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 19, 2026
24Partial evidencePittsburgh, PA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Criterion Valuation Group, LLC was established with the specific purpose of offering businesses and professional advisors an independent valuation consulting and transaction…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidencePittsburgh, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“TM Business Brokers serves Pennsylvania, Ohio, North & South Carolina along with many other states.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 38 esop advisors based in Pittsburgh, United States

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Esop advisors based in Pittsburgh, United States at a glance

As of Sep 19, 2026
63.0%Verified-email coverage
11.1Average contacts per company
1-10Median size (employees)
1089.5%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
23
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 38 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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 266 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.

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 esop advisors, 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 esop advisors are there based in Pittsburgh, United States?

RevenueBase identified 38 esop advisors 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 has the most esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 266 verified decision-maker contacts tracked across these 38 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.