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
33

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
104690
Registered since
January 17, 1977
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).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Cash & Cash Equivalents 7%, Exchange Traded Equities 5%88%
  • Public Funds/Mutual Funds88%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 134

Active vs passive

$740M in ETFs

Passive

37%

$273M

Active

36%

$467M

ETFProviderStyleCategoryValueShares% of portfolio
PUTNAM FOCUSED LARGE CAP VALUE ETF (PVAL)ActiveLarge Value$149M2,837,03520.16%

Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
811 Camp Horne Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth