Company lists · Data refreshed September 2026

Top 15 Investment advisory platforms based in Pittsburgh, United States

RevenueBase identified 25 investment advisory platforms headquartered in Pittsburgh, United States as of September 2026 and tracks 342 professional contacts across them, including 222 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
25Companies
342Contacts tracked
222Verified emails
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The 15 largest investment advisory platforms based in Pittsburgh, United States

Ranked by team size
Top 15 of 25 investment advisory platforms based in Pittsburgh, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Pittsburgh, PA, United StatesHQ checked Sep 4, 202651-200110

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

Source: company website · checked Sep 4, 2026
2
IralogixIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202651-20098

“IRALOGIX is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts.”

Source: company website · checked Sep 4, 2026
3
Signature WealthPartial evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-5022

“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: company website · checked Sep 4, 2026
4Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-1019
Source: company website · checked Sep 4, 2026
5
TroutwoodIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-5016

“Founded out of Carnegie Mellon University’s Swartz Center in 2019.”

Source: company website · checked Sep 4, 2026
6
Touchstone CapitalIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-5012

“Located in Pittsburgh, PA, Touchstone Capital’s mission is a commitment to improving clients’ quality of life.”

Source: company website · checked Sep 4, 2026
7
Axias Wealth AdvisorsIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-509

“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: company website · checked Sep 4, 2026
8Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-504

“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: company website · checked Sep 4, 2026
9Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-103

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

Source: company website · checked Sep 4, 2026
10
Laurel Financial GroupIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-103

“Helping People with Major Financial Decisions Since 1987.”

Source: company website · checked Sep 4, 2026
11
Main AdvisoryIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-502
Source: company website · checked Sep 4, 2026
12Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-102

Investment management and financial planning”

Source: company website · checked Sep 4, 2026
13
Carol K. Lampe, CFPPartial evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-101

“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: company website · checked Sep 4, 2026
14Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-101
Source: company website · checked Sep 4, 2026
15
Rockcliff Capital LLCIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-101

“Rockcliff Capital LLC serves a select group of families and businesses both in the Pittsburgh area and around the country.”

Source: company website · checked Sep 4, 2026

Showing 15 of 25 investment advisory platforms based in Pittsburgh, United States

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Investment advisory platforms based in Pittsburgh, United States at a glance

As of Sep 4, 2026
11-50Median size (employees)
New YorkLargest hub · 243 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
12
11-50
10
51-200
3

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Pittsburgh, over 25 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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 222 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 4, 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.

Investment advisory platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in Pittsburgh, United States?

RevenueBase identified 25 investment advisory platforms 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 investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 222 verified decision-maker contacts tracked across these 25 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 4, 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 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.