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Company lists · Data refreshed September 2026

Top 23 Investment firms based in Pittsburgh, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 63 companies tracked

RevenueBase identified 63 investment firms headquartered in Pittsburgh, United States as of September 2026 and tracks 2,236 professional contacts across them, including 1,222 with verified work emails. New York is the largest hub.

This list covers investment 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, 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
63Companies
2,236Contacts tracked
1,222Verified emails
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The 23 largest investment firms based in Pittsburgh, United States

Ranked by team size
Top 23 of 63 investment firms 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 firms: 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
1
Federated HermesStrong evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261,001-5,0001,742

“Federated Hermes, Inc.(FHI) is one of the nation's largest investment managers offering equity, international, fixed income, alternative and money market strategies.”

Source: company website · checked Sep 4, 2026
2
Allegheny Financial GroupStrong evidence
Pittsburgh, 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
3
The Bank Of NEW York Mellon BNY MEL Lon, N.AIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-5060

“THE BANK OF NEW YORK MELLON/BNY MEL LON, N.A is a company based out of 1 MELLON BANK CTR, Pittsburgh, Pennsylvania, United States.”

Source: company website · checked Sep 4, 2026
4
Signature WealthIndirect 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
5
Staley Capital Advisers, INCIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-1019
Source: company website · checked Sep 4, 2026
6
The Longboat GroupStrong evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-5014

“The Longboat Group is an investment management company based out of Sarasota, Florida, United States.”

Source: company website · checked Sep 4, 2026
7
JKS FinancialIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-5011

“JKS Financial guides individual, family and corporate clients to establish and maintain all realms of financial security.”

Source: company website · checked Sep 4, 2026
8
Generational Transfer EntrepreneursStrong evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-1011

“Founded in 2017, Generational Transfer Entrepreneurs (GTE) is a private investment firm that leverages its vast search fund and executive-level expertise to help procure highly…”

Source: company website · checked Sep 4, 2026
9
Shorebridge Wealth Management, LLCIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-5010

“About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh.”

Source: company website · checked Sep 4, 2026
10
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
11
Ascent Financial GroupIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-509

“We are ASCENT FINANCIAL GROUP - a team of experienced financial advisors committed to delivering a more service-focused, personalized approach to your future.”

Source: company website · checked Sep 4, 2026
12
Lange Financial Group, LLCIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-508

“Lange Financial Group offers tax, asset management, and estate planning services all under one roof from a team of experienced professionals.”

Source: company website · checked Sep 4, 2026
13
Union Bridge CapitalStrong evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-107

“Through Union Bridge Capital, experience your financial evolution with the complete integration of investment management, tax planning, legal coordination, and risk management in…”

Source: company website · checked Sep 4, 2026
14
MFA WealthIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-507

“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: company website · checked Sep 4, 2026
15
Steel Tower InvestmentsStrong evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-505

“Steel Tower Investments® is an independent registered investment advisory firm.”

Source: company website · checked Sep 4, 2026
16
CF Advisors GroupIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-105

“Planning for the Spectrum of Your Life is our overriding goal.”

Source: company website · checked Sep 4, 2026
17
Signature Financial PlanningIndirect evidence
Pittsburgh, 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
18
Newbauer Maniet Financial GroupStrong evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-104

“Newbauer Maniet Financial Group is a full-service independent investment advisor.”

Source: company website · checked Sep 4, 2026
19
The Speakman Financial GroupIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-104

“Established in 1978, The Speakman Financial Group is a relationship oriented financial services firm dedicated to helping clients achieve long-term financial goals.”

Source: company website · checked Sep 4, 2026
20
Maniet Financial Services NetworkIndirect evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 202611-504

“When you step into the offices of Maniet Financial Services Network, we hope that you will feel comfortable.”

Source: company website · checked Sep 4, 2026
21
Astra Prime Wealth ManagementStrong evidence
Pittsburgh, PA, United StatesHQ checked Sep 4, 20261-104

“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…”

Source: company website · checked Sep 4, 2026
22
Bray Farm Income Advisory LLCIndirect evidence
Pittsburgh, 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
23
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

Showing 23 of 63 investment firms based in Pittsburgh, United States

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Investment firms based in Pittsburgh, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
33
11-50
24
51-200
3
1,001-5,000
1

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 63 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 firms, 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 firms”. 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 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 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, 1,222 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 firms by metro in the United States

Frequently asked

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

RevenueBase identified 63 investment 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?

Federated Hermes, headquartered in Pittsburgh, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 1,222 verified decision-maker contacts tracked across these 63 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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