Wealth manager, independent · Bridgeville, PA
Waldron Private Wealth
Waldron Private Wealth, LLC · SEC-registered investment adviser · CRD 131063 · SEC 801-77628
At a glance
Waldron Private Wealth is an SEC-registered investment adviser based in Bridgeville, Pennsylvania, with $5.5B in regulatory assets under management as of its Form ADV filed October 1, 2026. It reports 517 individual clients, 349 of them high-net-worth, holding an average of about $11 million each, and 70 employees. That ranks it 192nd among the nation’s 5,657 independent wealth management RIAs and 12th of 260 in Pennsylvania. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 412-221-1005waldronprivatewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.5B
- Rank among independent wealth managers
- #192 of 5,657
- Rank among all SEC RIAs
- #1,962 of 17,210
- Rank in Pennsylvania
- #12 of 260
- Individual clients
- 517
- High-net-worth clients
- 349
- Accounts
- 4,014
- Discretionary
- 96% of AUM
- Employees
- 70
- Advisory staff
- 47
- Offices
- 4
Owners and executives on its Form ADV
- Matthew A. HelfrichCEO, Member, and Board of Managers Member
- John J. WaldronManaging Member, Chairman of the Board of Managers
- Benjamin M. GreenfeldChief Investment Officer, Member, and Board of Managers Member
- Robert H. WycheMember and Board of Managers Member
- Ryan FortierMember and Board of Managers Member
- Michael E. KrolMember
- Mary E. KeeganChief Compliance Officer
- Carmen J. PalmieriMember
Custody and brokerage
Broker-dealer
No broker-dealer ties
Waldron Private Wealth 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 | 349 | $5.4B | 99% |
| Individuals | 168 | $62M | 1% |
| Pension and profit sharing plans | – | $9M | <1% |
Disciplinary disclosures
Waldron Private Wealth 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 pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Commissions
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗waldronprivatewealth.com ↗
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The full record on Waldron Private Wealth
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 753 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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 |
|---|---|---|
| Prowell Financial Management, LLCExton | $6.9B | 57 |
| Greycourt & Co., Inc.Pittsburgh | $6.6B | 36 |
| PitcairnConshohocken | $5.9B | 330 |
| Legacy Advisors, LLCPlymouth Meeting | $5.2B | 306 |
| JFS Wealth Advisors, LLCHermitage | $4.7B | 2,216 |
| Wharton Business Group, LLCMalvern | $4.6B | 100 |
Background
Questions
How much does Waldron Private Wealth manage?
Waldron Private Wealth reports $5.5B in regulatory assets under management across 4,014 accounts, 96% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
How many clients does Waldron Private Wealth have?
It reports 517 individual clients: 349 high-net-worth individuals and 168 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Waldron Private Wealth headquartered?
Its main office is in Bridgeville, Pennsylvania. It reports 4 offices in total and 70 employees, 47 of whom perform investment advisory functions.
How does Waldron Private Wealth charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; commissions; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Waldron Private Wealth use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed August 4, 2026, it reports these amounts held: Fidelity ($4.4B); Charles Schwab ($675M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Waldron Private Wealth a hybrid RIA with a broker-dealer?
Waldron Private Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Waldron Private Wealth a fiduciary?
As an SEC-registered investment adviser, Waldron Private Wealth 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 Waldron Private Wealth’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 (2026-08-04), 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 →