Company lists · Data refreshed September 2026

Top 25 Financial planning companies based in Pittsburgh, United States

Name: Financial planning companies based in Pittsburgh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 96 companies tracked

RevenueBase identified 96 financial planning companies headquartered in Pittsburgh, United States as of September 2026 and tracks 1,155 professional contacts across them, including 372 with verified work emails. New York is the largest hub.

This list covers financial planning companies 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

96Companies

1,155Contacts tracked

372Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial planning companies based in Pittsburgh, United States

Ranked by team size

Top 25 of 96 financial planning companies 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 financial planning companies: 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	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	201-500	419 contacts →
	Partial evidence “Lifetime Financial Growth is a privately owned wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
2	Allegheny Financial Group	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	51-200	110 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
3	Massmutual Pittsburgh	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	51-200	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, 2026
4	Fort Pitt Capital Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	51-200	57 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
5	DBR & CO	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	34 contacts →
	Partial evidence “DBR & CO is a nationally recognized Registered Investment Advisor (RIA) specializing in building tailored financial plans and investment programs for individuals…” Source: RevenueBase Database · checked Sep 19, 2026
6	Success Financial Solutions	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	23 contacts →
	Strong evidence “The cornerstone of our firm is retirement transition for retirees, wealth planning and financial management services for all ages.” Source: RevenueBase Database · checked Sep 19, 2026
7	Signature Wealth	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 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 19, 2026
8	Hunter Associates	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	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, 2026
9	Staley Capital Advisers, INC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	1-10	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
10	Equilibrium Wealth Advisors	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	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, 2026
11	The Longboat Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “The Longboat Group is an investment management company based out of Sarasota, Florida, United States.” Source: RevenueBase Database · checked Sep 19, 2026
12	Touchstone Capital	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 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 19, 2026
13	JKS Financial	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 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 19, 2026
14	Shorebridge Wealth Management, LLC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh.” Source: RevenueBase Database · checked Sep 19, 2026
15	The Monteverde Group	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	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, 2026
16	Axias Wealth Advisors	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	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, 2026
17	Bridger Financial Group	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	1-10	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, 2026
18	Ascent Financial Group	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	9 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
19	Lange Financial Group, LLC	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Strong 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 19, 2026
20	Beratung Advisors	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “We Provide Comprehensive advice, guidance, and counseling to educate and empower our clients to make informed financial decisions to pursue their goals and live fulfilling life.” Source: RevenueBase Database · checked Sep 19, 2026
21	Trebuchet Consulting, LLC	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	1-10	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 19, 2026
22	Union Bridge Capital	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong 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 19, 2026
23	MFA Wealth	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 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 19, 2026
24	CF Advisors Group	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Planning for the Spectrum of Your Life is our overriding goal.” Source: RevenueBase Database · checked Sep 19, 2026
25	Signature Financial Planning	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 19, 2026	11-50	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, 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: financial planning companies. 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 financial planning companies.
Partial evidence: Its own public description names part of financial planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning companies. 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 96 financial planning companies based in Pittsburgh, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 372 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial planning companies based in Pittsburgh, United States at a glance

As of Sep 19, 2026

32.2%Verified-email coverage

12.0Average contacts per company

1-10Median size (employees)

413.5%Largest-city concentration · New York

Sep 19, 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 96 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 financial planning companies, 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 “financial planning companies”. 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 financial planning companies), 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 financial planning companies, 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, 372 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.

Financial planning companies 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 financial planning companies, 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 financial planning companies are there based in Pittsburgh, United States?

RevenueBase identified 96 financial planning companies 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 financial planning companies?

New York leads with 397 headquartered companies, followed by Atlanta (261) and Houston (257).

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 372 verified decision-maker contacts tracked across these 96 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.

Ready to reach these companies? Verified emails and direct dials for all 96 financial planning companies based in Pittsburgh, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning companies by geography

Browse the directory

Browse: Companies home · Financial planning companies in United States · All United States lists · All Financial planning companies lists · New lists

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.