Company lists · Data refreshed September 2026

Top 25 Family office consulting firms based in Pittsburgh, United States

Name: Family office consulting 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 28, 2026 57 companies tracked

RevenueBase identified 57 family office consulting firms headquartered in Pittsburgh, United States as of September 2026 and tracks 824 professional contacts across them, including 259 with verified work emails. Across the United States, New York is the largest hub for this category (531 companies); Pittsburgh has 57.

This list covers family office consulting 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 28, 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 28, 2026 86% judged on-target in blind review

57Companies

824Contacts tracked

259Verified emails

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The 25 largest family office consulting firms based in Pittsburgh, United States

Ranked by team size

Top 25 of 57 family office consulting firms based in Pittsburgh, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office consulting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Lifetime Financial Growth	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	201-500	419 contacts →
	Indirect evidence “Lifetime Financial Growth is a privately owned wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
2	Greycourt & Co., INC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	51 contacts →
	Indirect evidence “Greycourt is an independent advisory firm built by investors, for investors.” Source: RevenueBase Database · checked Sep 28, 2026
3	The Coury Firm	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
4	Signature Wealth	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect 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 28, 2026
5	Solenture, LLC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
6	Hunter Associates	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
7	Staley Capital Advisers, INC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
8	Smithfield Trust Company	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
9	Equilibrium Wealth Advisors	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect 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 28, 2026
10	Interchange Capital Partners	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
11	Touchstone Capital	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
12	JKS Financial	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
13	The Monteverde Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect 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 28, 2026
14	Bridger Financial Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
15	FFC Capital Corporation	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “FFC Capital Corporation is a privately held family office.” Source: RevenueBase Database · checked Sep 28, 2026
16	Trebuchet Consulting, LLC	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong 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 28, 2026
17	Union Bridge Capital	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
18	MFA Wealth	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
19	Signature Financial Planning	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect 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 28, 2026
20	Millermccurry, LLC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
21	Forest Lane Capital	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Forest Lane Capital manages committed family office capital for control equity investments in founder-led and family-owned businesses that welcome an energetic partner who wants…” Source: RevenueBase Database · checked Sep 28, 2026
22	Adair Financial Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect 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 28, 2026
23	Frederick Wells Advisors	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Frederick Wells Advisors is a leading private wealth management firm based in Pittsburgh, Pennsylvania serving clients all across the country.” Source: RevenueBase Database · checked Sep 28, 2026
24	Kattan Ferretti Financial, LP	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At Kattan Ferretti Financial L.P.” Source: RevenueBase Database · checked Sep 28, 2026
25	North River Wealth Advisors	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Investment management and financial planning” Source: RevenueBase Database · checked Sep 28, 2026

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 consulting 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 family office consulting firms.
Partial evidence: Its own public description names part of family office consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office consulting 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 25 of 57 family office consulting firms based in Pittsburgh, United States

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Family office consulting firms based in Pittsburgh, United States at a glance

As of Sep 28, 2026

31.4%Verified-email coverage

14.5Average contacts per company

1-10Median size (employees)

Sep 28, 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 57 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 consulting 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 “family office consulting 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 family office consulting 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 family office consulting 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, 259 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 28, 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 consulting firms by metro in the United States

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 consulting 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 family office consulting firms are there based in Pittsburgh, United States?

RevenueBase identified 57 family office consulting 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?

Lifetime Financial Growth, headquartered in Pittsburgh, tops this list with the largest team on record.

Which city in the United States has the most family office consulting firms?

New York leads the United States with 531 headquartered companies, followed by Dallas (213) and Atlanta (194). Pittsburgh has 57.

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 259 verified decision-maker contacts tracked across these 57 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 28, 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.