Wealth manager, independent · Conshohocken, PA
Pitcairn
Pitcairn Wealth Advisors LLC · SEC-registered investment adviser · CRD 333260 · SEC 801-131329
At a glance
Pitcairn is an SEC-registered investment adviser based in Conshohocken, Pennsylvania, with $5.9B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 330 individual clients, 330 of them high-net-worth, holding an average of about $18 million each, and 62 employees. That ranks it 178th among the nation’s 5,657 independent wealth management RIAs and 11th of 260 in Pennsylvania. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 215-881-6144pitcairn.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.9B
- Rank among independent wealth managers
- #178 of 5,657
- Rank among all SEC RIAs
- #1,887 of 17,210
- Rank in Pennsylvania
- #11 of 260
- Individual clients
- 330
- High-net-worth clients
- 330
- Accounts
- 2,133
- Discretionary
- 77% of AUM
- Employees
- 62
- Advisory staff
- 37
- Offices
- 7
Owners and executives on its Form ADV
- Andrew L. BusserPresident, Chief Executive Officer
- Eric W. GaulChief Financial Officer
- Ryan D. PollardChief Compliance Officer
- Nathan M. SonnenbergChief Investment Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Pitcairn 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 | 330 | $5.8B | 98% |
| Charitable organizations | – | $46M | <1% |
| Pension and profit sharing plans | – | $43M | <1% |
Disciplinary disclosures
Pitcairn 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
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗pitcairn.com ↗
People at Pitcairn in our coverage
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The full record on Pitcairn
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, 1 years of filings
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- Growth over one, three and five years
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- Rank against 707 peers of its type and size
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- Owners and executives, with titles and stakes
- 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 |
|---|---|---|
| Miller Investment Management, LPWest Conshohocken | $7.1B | 155 |
| Prowell Financial Management, LLCExton | $6.9B | 57 |
| Greycourt & Co., Inc.Pittsburgh | $6.6B | 36 |
| Waldron Private WealthBridgeville | $5.5B | 517 |
| Legacy Advisors, LLCPlymouth Meeting | $5.2B | 306 |
| JFS Wealth Advisors, LLCHermitage | $4.7B | 2,216 |
Background
Questions
How much does Pitcairn manage?
Pitcairn reports $5.9B in regulatory assets under management across 2,133 accounts, 77% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Pitcairn have?
It reports 330 individual clients: 330 high-net-worth individuals and 0 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Pitcairn headquartered?
Its main office is in Conshohocken, Pennsylvania. It reports 7 offices in total and 62 employees, 37 of whom perform investment advisory functions.
How does Pitcairn charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; 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 Pitcairn use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Fidelity ($4.5B); Charles Schwab ($310M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Pitcairn a hybrid RIA with a broker-dealer?
Pitcairn reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Pitcairn a fiduciary?
As an SEC-registered investment adviser, Pitcairn 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 Pitcairn’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 (2026-03-31), 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 →