Wealth manager, independent · Sewickley, PA
Roble, Belko and Company, Inc.
SEC-registered investment adviser · CRD 123286 · SEC 801-61829
At a glance
Roble, Belko and Company, Inc. is an SEC-registered investment adviser based in Sewickley, Pennsylvania, with $1.6B in regulatory assets under management as of its Form ADV filed March 17, 2026. It reports 233 individual clients, 150 of them high-net-worth, holding an average of about $5.8 million each, and 9 employees. That ranks it 698th among the nation’s 5,657 independent wealth management RIAs and 53rd of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 724-935-4990roblebelko.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #698 of 5,657
- Rank among all SEC RIAs
- #4,172 of 17,210
- Rank in Pennsylvania
- #53 of 260
- Individual clients
- 233
- High-net-worth clients
- 150
- Accounts
- 1,146
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Roger W. RoblePresident
- William T. BelkoPrincipal, Chief Investment Officer
- Colleen E. DoughtyChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Roble, Belko and Company, Inc. 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 | 150 | $1.3B | 86% |
| Charitable organizations | 10 | $171M | 11% |
| Corporations or other businesses | 5 | $37M | 2% |
| Individuals | 83 | $16M | 1% |
Disciplinary disclosures
Roble, Belko and Company, Inc. answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). 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
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗roblebelko.com ↗
AtlasMembers
The full record on Roble, Belko and Company, Inc.
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 2,458 peers of its type and size
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- 3 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 |
|---|---|---|
| Thrive Wealth Management, LLCAudubon | $1.6B | 865 |
| Brandywine Oak Private Wealth LLCKennett Square | $1.6B | 507 |
| Abundance Wealth Counselors, LLCState College | $1.6B | 439 |
| Kintra Wealth, LLCWilliamsport | $1.5B | 2,914 |
| Tower Bridge AdvisorsWest Conshohocken | $1.5B | 761 |
| River Wealth Advisors LLCCamp Hill | $1.5B | 876 |
Background
Questions
How much does Roble, Belko and Company, Inc. manage?
Roble, Belko and Company, Inc. reports $1.6B in regulatory assets under management across 1,146 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 17, 2026.
How many clients does Roble, Belko and Company, Inc. have?
It reports 233 individual clients: 150 high-net-worth individuals and 83 other individuals. Individuals account for about 87% of its regulatory assets.
Where is Roble, Belko and Company, Inc. headquartered?
Its main office is in Sewickley, Pennsylvania. It reports 1 office in total and 9 employees, 7 of whom perform investment advisory functions.
How does Roble, Belko and Company, Inc. 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 Roble, Belko and Company, Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 17, 2026, it reports these amounts held: Charles Schwab ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Roble, Belko and Company, Inc. a hybrid RIA with a broker-dealer?
Roble, Belko and Company, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Roble, Belko and Company, Inc. a fiduciary?
As an SEC-registered investment adviser, Roble, Belko and Company, Inc. 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 Roble, Belko and Company, Inc.’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 (2026-03-17), 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 →