Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Pittsburgh, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 66 companies tracked

RevenueBase identified 66 portfolio management consultants headquartered in Pittsburgh, United States as of September 2026 and tracks 593 professional contacts across them, including 311 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Pittsburgh has 66.

This list covers portfolio management consultants 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

66Companies

593Contacts tracked

311Verified emails

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The 25 largest portfolio management consultants based in Pittsburgh, United States

Ranked by team size

Top 25 of 66 portfolio management consultants based in Pittsburgh, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Allegheny Financial Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	51-200	110 contacts →
	Indirect evidence “Established in 1976 in Pittsburgh, Pennsylvania, Allegheny Financial Group is an SEC* registered investment advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026
2	Fort Pitt Capital Group	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	51-200	57 contacts →
	Strong evidence “Fort Pitt Capital Group is investment management firm that provides solutions-based portfolio management and consulting.” Source: RevenueBase Database · checked Sep 29, 2026
3	Greycourt & Co., INC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	51 contacts →
	Indirect evidence “Greycourt is an independent advisory firm built by investors, for investors.” Source: RevenueBase Database · checked Sep 29, 2026
4	DBR & CO	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	34 contacts →
	Indirect evidence “DBR & CO is a nationally recognized Registered Investment Advisor (RIA) specializing in building tailored financial plans and investment programs for individuals…” Source: RevenueBase Database · checked Sep 29, 2026
5	Signature Wealth	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	22 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
6	Hunter Associates	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “OUR APPROACH Founded in 1992, Hunter Associates provides high-quality investment management and financial planning services to individuals, families and institutions.” Source: RevenueBase Database · checked Sep 29, 2026
7	Staley Capital Advisers, INC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	1-10	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
8	Equilibrium Wealth Advisors	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Equilibrium Wealth Advisors (EWA) provides personalized financial planning and investment advisory services to help clients achieve their long-term financial goals.” Source: RevenueBase Database · checked Sep 29, 2026
9	Interchange Capital Partners	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Interchange Capital Partners is a family business advisory firm dedicated to consulting and strategy development for family-owned businesses, assisting them in navigating the…” Source: RevenueBase Database · checked Sep 29, 2026
10	The Longboat Group	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Partial evidence “The Longboat Group is an investment management company based out of Sarasota, Florida, United States.” Source: RevenueBase Database · checked Sep 29, 2026
11	Touchstone Capital	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Located in Pittsburgh, PA, Touchstone Capital’s mission is a commitment to improving clients’ quality of life.” Source: RevenueBase Database · checked Sep 29, 2026
12	JKS Financial	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “JKS Financial guides individual, family and corporate clients to establish and maintain all realms of financial security.” Source: RevenueBase Database · checked Sep 29, 2026
13	Shorebridge Wealth Management, LLC	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	11 contacts →
	Partial evidence “About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh.” Source: RevenueBase Database · checked Sep 29, 2026
14	The Monteverde Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “The Monteverde Group is a financial advisory firm serving Pittsburgh, PA and Wheeling, WV, providing coordinated employee benefits, retirement plan guidance, and private wealth…” Source: RevenueBase Database · checked Sep 29, 2026
15	Axias Wealth Advisors	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
16	Ascent Financial Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Indirect evidence “We are ASCENT FINANCIAL GROUP - a team of experienced financial advisors committed to delivering a more service-focused, personalized approach to your future.” Source: RevenueBase Database · checked Sep 29, 2026
17	Trebuchet Consulting, LLC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “The mission of Trebuchet Consulting, LLC is to assist in identifying and fulfilling strategic financial goals for our clients and their families.” Source: RevenueBase Database · checked Sep 29, 2026
18	Union Bridge Capital	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “Through Union Bridge Capital, experience your financial evolution with the complete integration of investment management, tax planning, legal coordination, and risk management in…” Source: RevenueBase Database · checked Sep 29, 2026
19	MFA Wealth	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
20	CF Advisors Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Planning for the Spectrum of Your Life is our overriding goal.” Source: RevenueBase Database · checked Sep 29, 2026
21	Signature Financial Planning	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	11-50	4 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
22	Newbauer Maniet Financial Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Newbauer Maniet Financial Group is a full-service independent investment advisor.” Source: RevenueBase Database · checked Sep 29, 2026
23	Astra Prime Wealth Management	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 29, 2026
24	Millermccurry, LLC	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
25	Success Wealth Management, LLC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “We are an independently owned and operated Registered Investment Adviser.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio management consultants.
Partial evidence: Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 66 portfolio management consultants based in Pittsburgh, United States

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Portfolio management consultants based in Pittsburgh, United States at a glance

As of Sep 29, 2026

52.4%Verified-email coverage

9.0Average contacts per company

1-10Median size (employees)

Sep 29, 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 66 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 portfolio management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, 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 “portfolio management consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among portfolio management consultants, 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 its RevenueBase Smart Search 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, 311 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 29, 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.

Portfolio management consultants by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many portfolio management consultants are there based in Pittsburgh, United States?

RevenueBase identified 66 portfolio management consultants 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 in the United States has the most portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Pittsburgh has 66.

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 311 verified decision-maker contacts tracked across these 66 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 29, 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 Smart Search, 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.