Wealth manager, independent · Pittsburgh, PA
Cookson Peirce Wealth Management
Cookson Peirce & Co Inc · SEC-registered investment adviser · CRD 110729 · SEC 801-21341
At a glance
Cookson Peirce Wealth Management is an SEC-registered investment adviser based in Pittsburgh, Pennsylvania, with $2.6B in regulatory assets under management as of its Form ADV filed September 24, 2026. It reports 1,544 individual clients, 130 of them high-net-worth, holding an average of about $1.4 million each, and 29 employees. That ranks it 440th among the nation’s 5,657 independent wealth management RIAs and 35th of 260 in Pennsylvania. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity Distributors Company.
Main office 412-471-5320cooksonpeirce.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.6B
- Rank among independent wealth managers
- #440 of 5,657
- Rank among all SEC RIAs
- #3,132 of 17,210
- Rank in Pennsylvania
- #35 of 260
- Individual clients
- 1,544
- High-net-worth clients
- 130
- Accounts
- 2,505
- Discretionary
- 100% of AUM
- Employees
- 29
- Advisory staff
- 18
- Offices
- 4
Owners and executives on its Form ADV
- Bruce W. MillerCo Chairman
- Daniel S. HendersonCo Chairman
- Robin M. MillerChief Compliance Officer/chief Finance Officer
- Cory S. KrebsCeo/president
- Daniel J. MeyersWealth Director
- Christian M. BrownDirector of Instutional Group
- Janelle M. WoodsWealth Director
- Luke OneillChief Investment Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Cookson Peirce Wealth Management is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 1,414 | $1.5B | 57% |
| High-net-worth individuals | 130 | $694M | 27% |
| Investment companies | 1 | $116M | 5% |
| Corporations or other businesses | 26 | $108M | 4% |
| Charitable organizations | 23 | $106M | 4% |
| Pension and profit sharing plans | 54 | $65M | 3% |
| State or municipal government entities | – | $3M | <1% |
Disciplinary disclosures
Cookson Peirce Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗cooksonpeirce.com ↗
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- 8 namedLocked
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Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| RTD Financial Advisors IncPhiladelphia | $2.7B | 719 |
| McAdam LLCRadnor | $2.7B | 5,538 |
| Jacobi Capital Management, LLCPittston | $2.6B | 2,900 |
| RKL Private WealthLancaster | $2.5B | 948 |
| Main Street Financial Solutions, LLCNewtown | $2.5B | 1,981 |
| Guyasuta Investment Advisors, IncorporatedPittsburgh | $2.4B | 451 |
Background
Questions
How much does Cookson Peirce Wealth Management manage?
Cookson Peirce Wealth Management reports $2.6B in regulatory assets under management across 2,505 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 24, 2026.
How many clients does Cookson Peirce Wealth Management have?
It reports 1,544 individual clients: 130 high-net-worth individuals and 1,414 other individuals. Individuals account for about 84% of its regulatory assets.
Where is Cookson Peirce Wealth Management headquartered?
Its main office is in Pittsburgh, Pennsylvania. It reports 4 offices in total and 29 employees, 18 of whom perform investment advisory functions.
How does Cookson Peirce Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Cookson Peirce Wealth Management use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity Distributors Company. On Schedule D of its Form ADV filed September 24, 2026, it reports these amounts held: Charles Schwab ($2.3B); Fidelity Distributors Company ($78M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Cookson Peirce Wealth Management a hybrid RIA with a broker-dealer?
Cookson Peirce Wealth Management is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Cookson Peirce Wealth Management a fiduciary?
As an SEC-registered investment adviser, Cookson Peirce Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Cookson Peirce Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →