Allegheny Financial Group Ltd is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 31, 2026, reports $5.6B in regulatory assets under management, 103 employees, and 14,030 accounts.
Assets Under Management
$5.6B
Employees
103
Offices
--
Total Clients
3,971
Primary office
PITTSBURGH, PA
STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100, PITTSBURGH, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
2,583
2
HNWI
33.7%
1,337
3
Charitable
0.5%
20
4
Pooled Investment Vehicles
0.3%
13
5
Corporations
0.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.6Bas of March 31, 2026
Discretionary97.8%
$5.5B
98% of total RAUM97.8%
Non-discretionary2.2%
$121M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.6B
Total Accounts14,030
10Y AUM Change+$3.4B (+151.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees103
Clients per Employee39:1
10Y Employee Change+9 (+9.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.