Allegheny Financial Group

RIASEC RegisteredEst. 1977

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 and operating since the late 1970s. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional clients. Its advisory capabilities span financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, and selecting third-party managers. Fee arrangements are varied and include percentage-of-AUM, hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor and its filings indicate a single-state advisory registration. Two industry recognitions are noted in public filings: a FA Magazine mention in 2020 and placement among CNBC’s Top 100 Financial Advisory Firms in 2025.