Company lists · Data refreshed September 2026
Top 25 Family office advisors based in Pittsburgh, United States
RevenueBase identified 63 family office advisors headquartered in Pittsburgh, United States as of September 2026 and tracks 870 professional contacts across them, including 282 with verified work emails. New York is the largest hub.
This list covers family office 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 20, 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 25 largest family office advisors based in Pittsburgh, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 419 contacts → | ||||
Indirect evidence “Lifetime Financial Growth is a privately owned wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 51 contacts → | ||||
Partial evidence “Greycourt is an independent advisory firm built by investors, for investors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 26 contacts → | ||||
Strong evidence “The Coury Firm is a privately held multi-family office and strategic business advisory platform dedicated to addressing the critical unmet needs where matters of wealth, business…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 22 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 21 contacts → | ||||
Indirect evidence “Solenture transforms the value derived from successful businesses into enduring private wealth by aligning the interests of owners and employees through a unique combination of…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 19 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 19 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 17 contacts → | ||||
Indirect evidence “Smithfield Trust Company is a private trust company chartered and regulated by the Pennsylvania Department of Banking.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “The Longboat Group is an investment management company based out of Sarasota, Florida, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Partial evidence “JKS Financial guides individual, family and corporate clients to establish and maintain all realms of financial security.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Indirect evidence “About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Strong evidence “FFC Capital Corporation is a privately held family office.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 contacts → | ||||
Indirect evidence “Lange Financial Group offers tax, asset management, and estate planning services all under one roof from a team of experienced professionals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence “Through Union Bridge Capital, experience your financial evolution with the complete integration of investment management, tax planning, legal coordination, and risk management in…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Indirect evidence “At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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 20, 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: family office advisors. 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 family office advisors.
- Partial evidence
- Its own public description names part of family office advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office advisors. 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 25 of 63 family office advisors based in Pittsburgh, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 282 reachable decision-makers.
Free signup · no credit card
Family office advisors based in Pittsburgh, United States at a glance
As of Sep 20, 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 63 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 family office 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 “family office 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 family office 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 family office 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, 282 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 20, 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.
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas227
- Family office advisors in Atlanta219
- Family office advisors in Houston200
- Family office advisors in Chicago198
- Family office advisors in Miami187
- Family office advisors in San Diego171
- Family office advisors in Austin162
- Family office advisors in San Francisco147
- Family office advisors in Boston144
- Family office advisors in Scottsdale138
- Family office advisors in Charlotte133
- Family office advisors in Denver132
- Family office advisors in Los Angeles128
- Family office advisors in Tampa107
- Family office advisors in Cincinnati96
- Family office advisors in Newport Beach89
- Family office advisors in Portland88
- Family office advisors in Seattle83
- Family office advisors in Indianapolis81
- Family office advisors in Boca Raton79
- Family office advisors in Irvine79
- Family office advisors in Minneapolis76
- Family office advisors in Overland Park73
- Family office advisors in Raleigh73
- Family office advisors in Phoenix71
- Family office advisors in Bellevue68
- Family office advisors in Birmingham68
- Family office advisors in Fort Worth67
- Family office advisors in Columbus66
- Family office advisors in Omaha63
- Family office advisors in Pittsburgh63
- Family office advisors in San Antonio62
- Family office advisors in Columbia60
- Family office advisors in Grand Rapids60
- Family office advisors in Rochester60
- Family office advisors in Salt Lake City57
- Family office advisors in Greenville56
- Family office advisors in Las Vegas55
- Family office advisors in Sarasota55
- Family office advisors in Washington55
- Family office advisors in Louisville54
- Family office advisors in Richmond53
- Family office advisors in Wilmington53
- Family office advisors in Madison52
- Family office advisors in Orlando52
- Family office advisors in Naples51
- Family office advisors in Nashville51
- Family office advisors in Greenwood Village49
- Family office advisors in Pasadena49
- Family office advisors in Colorado Springs48
- Family office advisors in Coral Gables48
- Family office advisors in Jacksonville48
- Family office advisors in Cleveland47
- Family office advisors in Fort Lauderdale47
- Family office advisors in Memphis47
- Family office advisors in Walnut Creek46
- Family office advisors in Plano45
- Family office advisors in Tulsa44
- Family office advisors in Springfield43
- Family office advisors in Troy43
- Family office advisors in Lexington40
- Family office advisors in Philadelphia38
- Family office advisors in Charleston37
- Family office advisors in Alpharetta36
- Family office advisors in Beverly Hills36
- Family office advisors in Frisco36
- Family office advisors in Oklahoma City36
- Family office advisors in Baton Rouge35
- Family office advisors in Mclean34
- Family office advisors in Melville34
- Family office advisors in St Louis34
- Family office advisors in Buffalo33
- Family office advisors in Franklin33
- Family office advisors in Lake Oswego33
- Family office advisors in Santa Barbara33
- Family office advisors in The Woodlands33
- Family office advisors in Westlake Village33
- Family office advisors in Knoxville32
- Family office advisors in Brentwood31
- Family office advisors in Greensboro31
- Family office advisors in San Jose31
- Family office advisors in Tucson31
- Family office advisors in Boulder30
- Family office advisors in Fort Wayne30
- Family office advisors in Bethesda29
- Family office advisors in Kansas City29
- Family office advisors in Lafayette29
- Family office advisors in Annapolis28
- Family office advisors in Englewood28
- Family office advisors in Plymouth28
- Family office advisors in West Chester28
- Family office advisors in Woodbury28
- Family office advisors in Bloomington27
- Family office advisors in Fort Collins27
- Family office advisors in Lincoln27
- Family office advisors in Little Rock27
- Family office advisors in Red Bank27
- Family office advisors in Roseville27
- Family office advisors in Virginia Beach27
- Family office advisors in Wayne27
- Family office advisors in West Des Moines27
- Family office advisors in Chattanooga26
- Family office advisors in Princeton26
- Family office advisors in Reston26
- Family office advisors in St. Louis26
- Family office advisors in Westport26
- Family office advisors in Albany25
- Family office advisors in Jackson25
- Family office advisors in Naperville25
- Family office advisors in Reno25
- Family office advisors in West Palm Beach25
- Family office advisors in Wichita25
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 family office 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 family office advisors are there based in Pittsburgh, United States?
RevenueBase identified 63 family office 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?
Lifetime Financial Growth, headquartered in Pittsburgh, tops this list with the largest team on record.
Which city has the most family office advisors?
New York leads with 539 headquartered companies, followed by Dallas (227) and Atlanta (219).
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 282 verified decision-maker contacts tracked across these 63 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 63 family office advisors based in Pittsburgh, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia