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.
The 15 largest investment advisory platforms based in Pittsburgh, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 110 | ||||
“Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group is an SEC* registered investment advisory firm.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 98 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 3 | Signature WealthPartial evidence | 22 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 4 | Staley Capital Advisers, INCIndirect evidence | 19 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 | ||||
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Touchstone CapitalIndirect evidence | 12 | |||
“Located in Pittsburgh, PA, Touchstone Capital’s mission is a commitment to improving clients’ quality of life.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 8 | Signature Financial PlanningPartial evidence | 4 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 | ||||
“Bray Farm IA is an advisory firm specializing in model-based portfolio construction and research services.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | Laurel Financial GroupIndirect evidence | 3 | |||
“Helping People with Major Financial Decisions Since 1987.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | Main AdvisoryIndirect evidence | 2 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | North River Wealth AdvisorsPartial evidence | 2 | |||
“Investment management and financial planning” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Carol K. Lampe, CFPPartial evidence | 1 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 14 | Vista Investment Management, LLCIndirect evidence | 1 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | Rockcliff Capital LLCIndirect evidence | 1 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
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
- Investment advisory platforms in New York243
- Investment advisory platforms in San Francisco99
- Investment advisory platforms in Chicago90
- Investment advisory platforms in Austin76
- Investment advisory platforms in Houston76
- Investment advisory platforms in Atlanta74
- Investment advisory platforms in Dallas70
- Investment advisory platforms in Miami70
- Investment advisory platforms in San Diego66
- Investment advisory platforms in Denver62
- Investment advisory platforms in Charlotte59
- Investment advisory platforms in Boston57
- Investment advisory platforms in Los Angeles53
- Investment advisory platforms in Scottsdale47
- Investment advisory platforms in Portland37
- Investment advisory platforms in Indianapolis36
- Investment advisory platforms in Seattle35
- Investment advisory platforms in Newport Beach34
- Investment advisory platforms in Tampa34
- Investment advisory platforms in Birmingham32
- Investment advisory platforms in Las Vegas32
- Investment advisory platforms in Minneapolis31
- Investment advisory platforms in Overland Park31
- Investment advisory platforms in Phoenix30
- Investment advisory platforms in Raleigh30
- Investment advisory platforms in Cincinnati27
- Investment advisory platforms in Irvine27
- Investment advisory platforms in Omaha27
- Investment advisory platforms in San Antonio27
- Investment advisory platforms in Columbus26
- Investment advisory platforms in Greenville26
- Investment advisory platforms in Wilmington26
- Investment advisory platforms in Pittsburgh25
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.
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