A complete list of active advisors currently associated with Allegheny Financial Group

Warmer can help you find a great advisor at Allegheny Financial Group or one who fits your needs even better.

Allegheny Financial Group manages roughly $5.59 billion through a multi-advisor team and serves individuals (including high-net-worth clients), trusts, estates, retirement plans, and certain pooled investment vehicles. The firm provides comprehensive financial planning, portfolio management through several programs (Comprehensive Portfolio Management, Investment Management, and Streamlined Account Management), IRA/retirement consulting, and operates a wrap-fee program while also recommending and monitoring Independent Managers. Portfolios are typically built around mutual funds and overseen using the firm’s research department and investment committee, with asset-allocation and diversification used to manage risk. Allegheny implements both discretionary and non-discretionary mandates, selects or recommends third-party managers for portions of client assets, and explicitly makes private fund recommendations on a non-discretionary basis while disclosing its blocked-order allocation and employee trading procedures. Allegheny’s brochure highlights activities that are uncommon among multi-team peers: it serves as adviser to private funds and manages pooled vehicles, with certain Allegheny advisors and related entities serving as general partners and a separate entity (JJB Advisory, LLC) handling fund advisory receipts with corresponding internal compensation adjustments. The firm also notes additional custody-related practices (including conditions that trigger an annual surprise CPA examination) and provides audited financial statements, reflecting the additional operational and regulatory oversight tied to its pooled-vehicle and private fund activities.

To learn more about the advisors currently working at Allegheny Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.