Allegheny Financial Group

RIASEC Registered

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. The firm is SEC-registered (initial registration recorded in 1977) and is owned by an individual owner. Its client base includes high-net-worth individuals and families as well as institutional clients. Service offerings center on financial planning and discretionary portfolio management across individual, pooled-vehicle, business and institutional mandates, along with selection and oversight of other advisers. The firm functions as a capital allocator and also sponsors and acts as a general partner or managing member for pooled investment vehicles. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed and other structures. Allegheny does not describe itself as an active ESG investor. Two public recognitions listed for the firm are inclusion on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).