Company lists · Data refreshed November 2026

Top 24 Independent financial advisors based in Pittsburgh, United States

Name: Independent financial advisors based in Pittsburgh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 78 companies tracked

RevenueBase identified 78 company matches for independent financial advisors associated with Pittsburgh, United States as of November 2026 and tracks 560 professional contacts across them, including 294 with verified work emails. Across the United States, New York is the largest hub for this category (373 companies); Pittsburgh has 78.

This list covers company matches for independent financial advisors 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 November 6, 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 Nov 6, 2026 How this list was built

78Companies

560Contacts tracked

294Verified emails

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

The 24 largest independent financial advisors based in Pittsburgh, United States

Ranked by team size

Top 24 of 78 company matches for independent financial advisors based in Pittsburgh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Allegheny Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	51-200	111 contacts →
	Exact match “Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group is an SEC* registered investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	DBR & CO	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	37 contacts →
	Exact match “DBR & CO is a nationally recognized Registered Investment Advisor (RIA) specializing in building tailored financial plans and investment programs for individuals…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Signature Wealth	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	22 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 · Nov 6, 2026 · View company records in RevenueBase
4	Staley Capital Advisers, INC	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	The Monteverde Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	15 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 · Nov 6, 2026 · View company records in RevenueBase
6	Interchange Capital Partners	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	14 contacts →
	Exact match “Interchange Capital Partners is a family business advisory firm dedicated to consulting and strategy development for family-owned businesses, assisting them in navigating the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Axias Wealth Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Touchstone Capital	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Located in Pittsburgh, PA, Touchstone Capital’s mission is a commitment to improving clients’ quality of life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Shorebridge Wealth Management, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	MFA Wealth	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “At MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Lange Financial Group, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	9 contacts →
	Exact match “Lange Financial Group offers tax, asset management, and estate planning services all under one roof from a team of experienced professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Union Bridge Capital	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “Through Union Bridge Capital, experience your financial evolution with the complete integration of investment management, tax planning, legal coordination, and risk management in…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Bridger Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Ascent Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match “We are ASCENT FINANCIAL GROUP - a team of experienced financial advisors committed to delivering a more service-focused, personalized approach to your future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Trebuchet Consulting, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “The mission of Trebuchet Consulting, LLC is to assist in identifying and fulfilling strategic financial goals for our clients and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	CF Advisors Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Planning for the Spectrum of Your Life is our overriding goal.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Steel Tower Investments	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	11-50	6 contacts →
	Exact match “Steel Tower Investments® is an independent registered investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Kapusta Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Kapusta Financial Group is a full service fee-only financial planning group providing investment management services and comprehensive financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	The Speakman Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Established in 1978, The Speakman Financial Group is a relationship oriented financial services firm dedicated to helping clients achieve long-term financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	The Advisors Group Of Pittsburgh	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “The Advisors Group of Pittsburgh is a financial planning organization located in Pittsburgh, Pennsylvania.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	4rivers Wealth Management	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	5 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 · Nov 6, 2026 · View company records in RevenueBase
22	DWD Portfolio Solutions INC	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Millermccurry, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
24	Astra Prime Wealth Management	Exact match	Pittsburgh, PA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “At Astra Prime Wealth Management, a state-registered, fee-based investment advisor, we work with high-net-worth individuals and institutions to achieve financial confidence…” Recorded in the RevenueBase company graph · Nov 6, 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 “independent financial advisors”. 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 24 of 78 independent financial advisors based in Pittsburgh, United States

See the full list, filter by size, metro and specialty, and access 294 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Independent financial advisors based in Pittsburgh, United States at a glance

As of Nov 6, 2026

52.5%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

Nov 6, 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 78 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 “independent financial advisors” 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 294 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 November 6, 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.

Independent financial advisors 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 “independent financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many independent financial advisors are there based in Pittsburgh, United States?

RevenueBase identified 78 company matches for independent financial advisors associated with Pittsburgh, United States as of November 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?

Allegheny Financial Group 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 independent financial advisors?

New York leads the United States with 373 company records, followed by Houston (239) and Atlanta (228). Pittsburgh has 78.

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 294 professional contacts with verified work emails tracked across these 78 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 November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 78 independent financial advisors based in Pittsburgh, United States. Start with a free account, no credit card.

Download this list →

Related lists

Independent financial advisors by geography

Browse the directory

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.