Saturday, October 24, 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

Dwd Portfolio Solutions, Inc. financial advisors in Pittsburgh, PA

Every SEC-registered investment adviser representative at a Dwd Portfolio Solutions, Inc. office in Pittsburgh, A to Z.

The short answer

5 registered advisors work at Dwd Portfolio Solutions, Inc. in Pittsburgh, out of 5 at the firm nationwide; it ranks number 62 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Dwd Portfolio Solutions, Inc. advisors in Pittsburgh, A to Z

Every Dwd Portfolio Solutions, Inc. advisor →

Dwd Portfolio Solutions, Inc. advisors in every city and state →Dwd Portfolio Solutions, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Pittsburgh

All Pittsburgh advisors →

Federated Securities Corp. 168Federated Investment Counseling 136PNC Wealth Management LLC 92Merrill Lynch, Pierce, Fenner & Smith Incorporated 64Morgan Stanley 62LPL Financial LLC 61Federated Global Investment Management Corp. 56Mdt Advisers, A Division Of Federated Mdta LLC 56Equitable Advisors, LLC 48Ameriprise Financial Services, LLC 39Park Avenue Securities LLC 35Cetera Investment Advisers LLC 32

Questions

How many financial advisors does Dwd Portfolio Solutions, Inc. have in Pittsburgh?

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

Is Dwd Portfolio Solutions, Inc. one of the largest advisor employers in Pittsburgh?

Dwd Portfolio Solutions, Inc. ranks number 62 in Pittsburgh by registered advisors; Federated Securities Corp. has the most, with 168.

How do I check a Dwd Portfolio Solutions, Inc. 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 Dwd Portfolio Solutions, Inc. 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.