Allegheny Financial Group
Pittsburgh, PA·SEC-registered · CRD #104690
Allegheny Financial Group is an SEC-registered investment advisory firm in Pittsburgh, PA managing $5.6B across 14k client accounts, with 28 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.6B
Client accounts
14k
Advisory staff
28
Fee model
Fee-based
How Allegheny Financial Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Allegheny Financial Group
How much does Allegheny Financial Group manage?
Per its most recent SEC Form ADV filing (05/15/2026), Allegheny Financial Group reports $5.6B in regulatory assets under management across roughly 14k client accounts.
How does Allegheny Financial Group charge?
Allegheny Financial Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Allegheny Financial Group a fiduciary?
Yes. Allegheny Financial Group is registered with the U.S. Securities and Exchange Commission (CRD #104690), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Allegheny Financial Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Allegheny Financial Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Pittsburgh, PA
Profile compiled from Allegheny Financial Group's public SEC Form ADV filing (CRD #104690, filed 05/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Allegheny Financial Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Allegheny Financial Group? Claim this profile.