Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Pittsburgh, PA

Every SEC-registered investment adviser representative at a Captrust office in Pittsburgh, A to Z.

5 registered advisors work at Captrust in Pittsburgh, out of 915 at the firm nationwide; it ranks number 61 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Captrust advisors in Pittsburgh, A to Z

Every Captrust advisor →

Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →

Captrust advisors in other cities

Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16

Other firms in Pittsburgh

All Pittsburgh advisors →

Federated Securities Corp. 163Federated Investment Counseling 131PNC Wealth Management LLC 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 64LPL Financial LLC 60Morgan Stanley 57Federated Global Investment Management Corp. 52Mdt Advisers, A Division Of Federated Mdta LLC 51Equitable Advisors, LLC 43Ameriprise Financial Services, LLC 41Park Avenue Securities LLC 34Janney Montgomery Scott LLC 32

Questions

How many financial advisors does Captrust have in Pittsburgh?

5 investment adviser representatives are registered at Captrust offices in Pittsburgh, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Pittsburgh?

Captrust ranks number 61 in Pittsburgh by registered advisors; Federated Securities Corp. has the most, with 163.

How do I check a Captrust advisor in Pittsburgh?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.