Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Pittsburgh, United States

Name: Investment management consulting firms based in Pittsburgh, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 52 companies tracked

RevenueBase identified 52 company matches for investment management consulting firms associated with Pittsburgh, United States as of September 2026 and tracks 458 professional contacts across them, including 264 with verified work emails. Across the United States, New York is the largest hub for this category (709 companies); Pittsburgh has 52.

This list covers company matches for investment management consulting firms 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 September 21, 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 Sep 21, 2026 How this list was built

52Companies

458Contacts tracked

264Verified emails

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The 25 largest investment management consulting firms based in Pittsburgh, United States

Ranked by team size

Top 25 of 52 company matches for investment management consulting firms based in Pittsburgh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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 Sep 21, 2026	51-200	110 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 · Sep 21, 2026 · View company records in RevenueBase
2	Fort Pitt Capital Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	51-200	57 contacts →
	Exact match “Fort Pitt Capital Group is investment management firm that provides solutions-based portfolio management and consulting.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Gleason	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	34 contacts →
	Exact match “GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Signature Wealth	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
5	Hunter Associates	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	19 contacts →
	Exact match “OUR APPROACH Founded in 1992, Hunter Associates provides high-quality investment management and financial planning services to individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Staley Capital Advisers, INC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Equilibrium Wealth Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Equilibrium Wealth Advisors (EWA) provides personalized financial planning and investment advisory services to help clients achieve their long-term financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	The Longboat Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “The Longboat Group is an investment management company based out of Sarasota, Florida, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Touchstone Capital	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	12 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 · Sep 21, 2026 · View company records in RevenueBase
10	The Monteverde Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	10 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 · Sep 21, 2026 · View company records in RevenueBase
11	Axias Wealth Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	9 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 · Sep 21, 2026 · View company records in RevenueBase
12	Ascent Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	9 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 · Sep 21, 2026 · View company records in RevenueBase
13	Franklin Nova Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Franklin Nova Group was founded the belief that expert financial advisory services should be accessible to every company, regardless of size.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Beratung Advisors	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Trebuchet Consulting, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
16	Union Bridge Capital	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	7 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 · Sep 21, 2026 · View company records in RevenueBase
17	CF Advisors Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Planning for the Spectrum of Your Life is our overriding goal.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Signature Financial Planning	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Newbauer Maniet Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Newbauer Maniet Financial Group is a full-service independent investment advisor.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Millermccurry, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
21	Success Wealth Management, LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “We are an independently owned and operated Registered Investment Adviser.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Maniet Financial Services Network	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	11-50	4 contacts →
	Exact match “When you step into the offices of Maniet Financial Services Network, we hope that you will feel comfortable.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	The Speakman Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	4 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 · Sep 21, 2026 · View company records in RevenueBase
24	Bray Farm Income Advisory LLC	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Bray Farm IA is an advisory firm specializing in model-based portfolio construction and research services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Laurel Financial Group	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Helping People with Major Financial Decisions Since 1987.” Recorded in the RevenueBase company graph · Sep 21, 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 “investment management consulting firms”. 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 25 of 52 investment management consulting firms based in Pittsburgh, United States

See the full list, filter by size, metro and specialty, and access 264 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment management consulting firms based in Pittsburgh, United States at a glance

As of Sep 21, 2026

57.6%Verified-email coverage

8.8Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 52 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 “investment management consulting firms” 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 264 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 September 21, 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.

Investment management consulting firms 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 “investment management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 52 company matches for investment management consulting firms associated with Pittsburgh, United States as of September 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 investment management consulting firms?

New York leads the United States with 709 company records, followed by Chicago (216) and Atlanta (190). Pittsburgh has 52.

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 264 professional contacts with verified work emails tracked across these 52 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 September 21, 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.