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, SEC-registered investment adviser (registration since 1977) that serves both individual/family and institutional clients. The firm operates as a capital allocator: it provides financial planning and portfolio management across individual, pooled vehicle, business and institutional mandates, and it also selects and allocates to outside managers. Compensation methods include asset-based fees as well as hourly and fixed-fee arrangements. Their advisory scope includes managing separate accounts and pooled investment vehicles, acting as sponsor or general partner on some funds, and offering selection-of-adviser services to clients. Allegheny is not an active ESG investor. The firm has been recognized in the industry, appearing on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms list (2025).