Company lists · Data refreshed September 2026

Top 15 Nonprofit financial advisory companies based in Pittsburgh, United States

RevenueBase identified 25 company matches for nonprofit financial advisory companies associated with Pittsburgh, United States as of September 2026 and tracks 129 professional contacts across them, including 59 with verified work emails. Across the United States, New York is the largest hub for this category (124 companies); Pittsburgh has 25.

This list covers company matches for nonprofit financial advisory companies 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 20, 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 20, 2026 How this list was built
25Companies
129Contacts tracked
59Verified emails
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The 15 largest nonprofit financial advisory companies based in Pittsburgh, United States

Ranked by team size
Top 15 of 25 company matches for nonprofit financial advisory companies based in Pittsburgh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-5022 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 20, 2026 · View company records in RevenueBase
2Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-5019 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 20, 2026 · View company records in RevenueBase
3Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-5013 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 20, 2026 · View company records in RevenueBase
4Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-109 contacts →

Exact match

“Procopia is a woman-powered small business located in Pittsburgh and working across the US and abroad.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-107 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 20, 2026 · View company records in RevenueBase
6Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-504 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 20, 2026 · View company records in RevenueBase
7Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 202611-504 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 20, 2026 · View company records in RevenueBase
8Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-104 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 · Sep 20, 2026 · View company records in RevenueBase
9Exact matchPittsburgh, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Palo Alto Partners offers a wide range of consulting and financial planning services to businesses and not-for-profit organizations, including: business planning, community…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Nonprofit CFO was designed with smaller nonprofit organizations in mind.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Investment management and financial planning”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Since our inception 30 years ago in Pittsburgh, Pennsylvania, we have been proud to serve many Non-Profit organizations, Physicians, and High-Net-Worth individuals like you.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Scanlon Wealth Management helps clients plan and prepare for their financial future so they can live worry-free and focus on life.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchPittsburgh, PA, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“merick Financial Planning, LLC is an independent, fee-only Registered Investment Advisor (RIA) conveniently located in the South Hills of Pittsburgh.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 15 of 25 nonprofit financial advisory companies based in Pittsburgh, United States

See the full list, filter by size, metro and specialty, and access 59 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit financial advisory companies based in Pittsburgh, United States at a glance

As of Sep 20, 2026
45.7%Verified-email coverage
5.2Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
6
51-200
1

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 25 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 “nonprofit financial advisory companies” 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 59 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 20, 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.

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 “nonprofit financial advisory companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit financial advisory companies are there based in Pittsburgh, United States?

RevenueBase identified 25 company matches for nonprofit financial advisory companies 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?

Signature Wealth 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 nonprofit financial advisory companies?

New York leads the United States with 124 company records, followed by Chicago (83) and Atlanta (72). Pittsburgh has 25.

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 59 professional contacts with verified work emails tracked across these 25 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 20, 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.