Wealth manager, independent · Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
SEC-registered investment adviser · CRD 108400 · SEC 801-47201
At a glance
Guyasuta Investment Advisors, Incorporated is an SEC-registered investment adviser based in Pittsburgh, Pennsylvania, with $2.4B in regulatory assets under management as of its Form ADV filed February 4, 2026. It reports 451 individual clients, 310 of them high-net-worth, holding an average of about $4.9 million each, and 13 employees. That ranks it 462nd among the nation’s 5,657 independent wealth management RIAs and 38th of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 412-447-4560guyasuta.comAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among independent wealth managers
- #462 of 5,657
- Rank among all SEC RIAs
- #3,229 of 17,210
- Rank in Pennsylvania
- #38 of 260
- Individual clients
- 451
- High-net-worth clients
- 310
- Accounts
- 1,389
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Ronald L. BartoshPartner & Chief Compliance Officer
- Henry S. BeukemaChairman & CEO
- Paul J. MagovernPartner
- Jeffrey B. ToddPartner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Guyasuta Investment Advisors, Incorporated reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 310 | $2.1B | 84% |
| Individuals | 141 | $143M | 6% |
| Charitable organizations | 14 | $120M | 5% |
| Pension and profit sharing plans | 5 | $76M | 3% |
| Corporations or other businesses | 7 | $35M | 1% |
| State or municipal government entities | 1 | $7M | <1% |
Disciplinary disclosures
Guyasuta Investment Advisors, Incorporated 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 businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗guyasuta.com ↗
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The full record on Guyasuta Investment Advisors, Incorporated
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,642 peers of its type and size
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- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Cookson Peirce Wealth ManagementPittsburgh | $2.6B | 1,544 |
| RKL Private WealthLancaster | $2.5B | 948 |
| Main Street Financial Solutions, LLCNewtown | $2.5B | 1,981 |
| Traynor Capital ManagementMalvern | $2.4B | 1,590 |
| Corient SHC Wealth Management (US) LPPhiladelphia | $2.3B | 73 |
| Stonebridge Financial Group, LLCWormleysburg | $2.3B | 1,287 |
Background
Questions
How much does Guyasuta Investment Advisors, Incorporated manage?
Guyasuta Investment Advisors, Incorporated reports $2.4B in regulatory assets under management across 1,389 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 4, 2026.
How many clients does Guyasuta Investment Advisors, Incorporated have?
It reports 451 individual clients: 310 high-net-worth individuals and 141 other individuals. Individuals account for about 90% of its regulatory assets.
Where is Guyasuta Investment Advisors, Incorporated headquartered?
Its main office is in Pittsburgh, Pennsylvania. It reports 1 office in total and 13 employees, 8 of whom perform investment advisory functions.
How does Guyasuta Investment Advisors, Incorporated charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Guyasuta Investment Advisors, Incorporated use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed February 4, 2026, it reports these amounts held: Charles Schwab ($2.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Guyasuta Investment Advisors, Incorporated a hybrid RIA with a broker-dealer?
Guyasuta Investment Advisors, Incorporated reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Guyasuta Investment Advisors, Incorporated a fiduciary?
As an SEC-registered investment adviser, Guyasuta Investment Advisors, Incorporated owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Guyasuta Investment Advisors, Incorporated’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 (2026-02-04), 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 →