September 30, 2025
RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”
Through our dakota marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.
Below are a few RIAs in Pittsburgh that we thought you might like to know. For a more detailed list of RIAs in Pittsburgh, click here to see for free.
AUM: $6.50B
HBKS Wealth is an RIA specializing in Multi Family Office services. The firm is situated at 200 Pinewood Lane Suite 204, Warrendale, PA, with a significant presence in the Pittsburgh metro area. HBKS Wealth manages a substantial AUM of $6.5B and offers a diverse range of financial services to assist clients in wealth management, growth, and protection.
The firm's investment philosophy emphasizes a disciplined approach, periodic rebalancing, and a blend of active and passive management strategies to achieve long-term wealth objectives. HBKS Wealth customizes portfolios based on clients' financial goals, risk profiles, and time horizons. Additionally, they provide alternative investment options, including diversified funds, private equity, and real estate, to enhance diversification and reduce volatility, ensuring tailored investment strategies for each client.
AUM: $5.51B
Greycourt & Co. Inc. is an RIA specializing in Multi Family Office services. The firm is headquartered at 607 College Street, Pittsburgh, PA, with a significant presence in Portland, Oregon. Greycourt caters to single-family offices, offering in-depth evaluations of private investment structures such as private equity, hedge funds, private credit, and real estate. In Pittsburgh, the focus lies on alternative investments, while in Portland, the emphasis shifts towards down-market equities, including small and micro caps.
Greycourt & Co. Inc. manages an AUM of $5.51B. The firm's core clientele consists of single-family offices, for whom it provides manager research recommendations and acts in a discretionary capacity. With a strategic focus on alternative investment strategies, Greycourt serves as a key advisor in this domain. The Pittsburgh office primarily handles private investments, while the Portland office specializes in public equities, particularly targeting down-market capitalizations for client allocations.
AUM: $5.16B
Fort Pitt Capital Group is an RIA and Asset Manager based in Pittsburgh, PA. The firm's unique approach involves managing internal strategies in mutual funds and offering Wealth Advisory services. Led by Director of Research, Denny Baish, Fort Pitt Capital Group constructs portfolios with distinct A and B models to mitigate risk for clients with significant wealth exposure. The firm requires a minimum of $100M in mutual funds before allocation.
Fort Pitt Capital Group oversees an AUM of $5.16B and does not invest in alternative assets. Their platform emphasizes tailored portfolio construction, ensuring diversified exposure through two separate models. The firm operates with a focus on equities and fixed income, maintaining approved lists across multiple asset classes. Located in the Pittsburgh metro area, Fort Pitt Capital Group's strategy aims to provide personalized wealth management solutions to high-net-worth individuals and families.
AUM: $4.90B
Allegheny Financial Group is an RIA specializing in Multi Family Office services. Situated at 811 Camp Horne Road Suite 100, Pittsburgh, PA, the firm operates within the Pittsburgh metro area. With a focus on financial planning, investment management, retirement, estate, tax, and education planning, Allegheny Financial Group manages approximately $4.9B in AUM. Their personalized service, objectivity, and attention to detail are hallmarks of their approach.
The firm offers a wide array of financial services, including managing a hedge fund of funds comprising six managers with around $200 million in combined assets. Known for their holistic approach, the team of Certified Financial Planners (CFPs) at Allegheny Financial Group integrates financial planning into a comprehensive long-term strategy, emphasizing asset growth, income creation, and tax minimization for both individual and business clients.
AUM: $4.52B
Waldron Private Wealth is an RIA specializing in Multi Family Office services. Situated at 44 Abele Road Suite 400, Bridgeville, PA, the firm caters to ultra-high-net-worth individuals, families, and business owners in the Pittsburgh metro area. Their tailored financial strategies encompass investment management, tax planning, estate planning, and risk management, aiming to simplify wealth complexities for multigenerational families and entrepreneurs.
Waldron Private Wealth manages an AUM of $4.52B. The firm's comprehensive suite of services includes Business Owner Advisory, Family Enterprise Services, Personal CFO Services, and more, under their "Beyond Wealth" offerings. They focus on optimizing wealth management through a multi-disciplinary approach, providing next-generation wealth planning, business advisory, and asset protection strategies to address unique client needs effectively.
6. US Innovative Technology Capital Management, LLC
AUM: $4.26B
US Innovative Technology Capital Management, LLC is an RIA specializing in venture capital and private equity investments in growth-stage and dual-use technology companies. Founded by entrepreneur Thomas Tull in 2022, the firm is headquartered at 1000 Commerce Drive 2nd Floor, Pittsburgh, PA. USIT focuses on sectors such as artificial intelligence, quantum computing, cybersecurity, biotechnology, space systems, and industrial innovation, contributing to national security and critical industries.
With assets under management totaling $4.26B, US Innovative Technology Capital Management, LLC serves institutional investors through discretionary pooled vehicles. The firm's seasoned team combines technical expertise with strategic capital to support transformative technologies that shape the future of commerce and defense, aligning with its commitment to innovation and growth in the Pittsburgh metro area.
AUM: $4.01B
JFS Wealth Advisors is an RIA specializing in Multi Family Office services. Situated at 1479 North Hermitage Road, Hermitage, PA, the firm operates within the Pittsburgh metro area. Led by CIO Steve Lee, JFS Wealth Advisors has experienced growth in AUM and advisor numbers over the past 5 to 6 years, facilitated by mergers and acquisitions.
The firm manages an AUM of $4.01B, with 50% allocated to DFA funds and the rest diversified through overlay strategies focusing on income and growth. Additionally, JFS Wealth Advisors offers an alternative sleeve comprising Private Equity and Real Estate investments. Their platform encompasses 75 funds beyond DFA exposure, showcasing a methodical approach to alternative investments that complements traditional portfolios and aligns with long-term client objectives.
8. Schneider Downs Wealth Management
AUM: $2.91B
The Schneider Downs Wealth Management firm, operating as a RIA (Registered Investment Advisor), specializes in Multi Family Office services. Situated at 1 PPG Place Suite 1700, Pittsburgh, PA, the organization caters to both individual and institutional clients, offering personalized financial planning and investment management services tailored to long-term wealth-building objectives. Schneider Downs also collaborates with institutions and non-profits, providing customized investment strategies to support their respective missions. Additionally, the firm assists businesses with employee retirement solutions, emphasizing fiduciary best practices and plan design. With an AUM of $2.91B, Schneider Downs Wealth Management prioritizes comprehensive financial planning for clients, ensuring a clear path to achieving their financial goals. The firm's services extend to executives through specialized compensation plans like 457(b) plans, phantom equity arrangements, and SERPs (Supplemental Executive Retirement Plans), designed to address the unique needs of executives and their organizations. Located in the Pittsburgh metro area, Schneider Downs embodies a holistic approach to financial management, emphasizing compliance, effective governance, and tailored solutions for its diverse clientele.
AUM: $2.64B
Bill Few Associates, Inc. is an RIA specializing in Multi Family Office services. The firm is headquartered at 107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA, operating within the Pittsburgh metro area. With over $2.64B in assets under management, Bill Few Associates manages equity and fixed income portfolios internally, alongside allocations to mutual funds and alternative investments such as hedge funds and LPs.
The firm's investment approach emphasizes a diverse portfolio structure that includes traditional and alternative investments to optimize returns and manage risk effectively. Bill Few Associates caters to a range of clients seeking tailored financial solutions, positioning itself as a comprehensive financial advisory firm with a strong presence in the Pittsburgh area.
10. Gibson Capital Management, Ltd
AUM: $2.62B
Gibson Capital Management Ltd. is an RIA specializing in Multi Family Office services. The firm, established in 1989, is headquartered at 6600 Brooktree Court, Wexford, PA, and operates within the Pittsburgh metro area. Gibson Capital focuses on providing tailored investment management and financial planning services to high-net-worth individuals, foundations, and retirement plans nationwide.
Gibson Capital manages an AUM of $2.62B. The firm's investment philosophy emphasizes strategic asset allocation to balance financial risk and return through diversified portfolios. They offer comprehensive financial planning services covering income tax planning, cash flow management, philanthropy, insurance, and estate planning. Gibson Capital's collaborative decision-making process ensures active client involvement in developing personalized investment strategies.
To see a full list of RIAs in Pittsburgh or other metros, book a demo of dakota marketplace.
Morgan Holycross is a Marketing Manager at Dakota.
