ALLEGHENY FINANCIAL GROUP

RIASEC RegisteredEst. 1977

Total AUM

$5.6B

Discretionary

$5.5B

98% of AUM

Avg account

$399K

Accounts

14,030

Employees

103

Advisory reps

Firm details

Headquarters: PITTSBURGH, Pennsylvania
CRD number: 104690
Registered since: January 17, 1977
Website: alleghenyfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI80.43%
Individuals14.35%
Pooled Investment Vehicles2.78%
Corporations / Businesses1.3%
Charitable Organizations0.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Allegheny Financial Group is an independent registered investment adviser organized as an LLC and first registered with the SEC in 1977. The firm serves both individual/family and institutional clients and functions as a capital allocator, offering financial planning and portfolio management across individual, pooled vehicle and institutional mandates. Its advisory services include selection of third‑party managers. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee structures. The firm is not an active ESG investor and is not designated as a multi-state adviser. Allegheny has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms in 2025.