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Allegheny Investments

Updated today

Client assets under management

$643,402,467

Clients

1,360

13% high-net-worth

Advisors

14

of 21 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

97

High

Average account size

$473,090

About

Allegheny Investments provides investment management and financial planning to a broad client base that includes individual and high‑net‑worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. Offerings include comprehensive portfolio management (PMA), a streamlined account management program (SAM), stand‑alone financial planning, and recommendations of third‑party independent managers and private investments.

The firm typically implements client strategies using mutual funds and model portfolios developed by an in‑house research department and investment committee, and it offers both discretionary and non‑discretionary management with periodic performance reporting and reviews. Allegheny also operates a wrap‑fee program for many clients, monitors accounts ongoing, and provides semi‑annual performance reviews for comprehensive accounts.

Allegheny is affiliated with Allegheny Financial Group (AFG), which sponsors private funds that the firm may recommend to qualified investors, and certain firm principals and related entities serve as general partners or managing members of those funds. The firm is also a licensed insurance broker (with some advisors licensed as insurance agents) and participates in a third‑party insurance platform, and several advisors engage in accounting and other professional services—relationships the brochure discloses as potential sources of additional compensation and conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

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Fee options

Fixed

Flat or retainer fees negotiable for financial planning and other services

Percentage

$0 - $2,500,000: 1.00% annually $2,500,000 - $5,000,000: 0.65% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000 - $25,000,000: 0.45% annually $25,000,000 - $50,000,000: 0.40% annually $50,000,000+: 0.35% annually

Commissions

Commission revenue earned on certain insurance products and securities transactions; amount varies

Project-based

Maximum hourly fee rate $500.00 for financial planning services

Other

Fee-only: Maximum hourly fee rate $500.00; fees negotiable as flat, retainer, or hourly basis for financial planning

Main office location

Allegheny Investments

Stone Quarry Crossing, 811 Camp Horne Road, Suite 100

Pittsburgh PA 15237, United States

Number of offices

11

Most active in

Arizona · California · Florida · Georgia · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sean H

Series 65

Pittsburgh, PA

Allegheny Investments

Sean Hoover is a Series 65-licensed financial advisor with Allegheny Investments in Pittsburgh, PA. He has seven years of industry experience and has been with Allegheny Investments since 2014. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies using mutual funds, independent third-party managers, and proprietary research to meet client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Britt C

CFP®, Series 63

Pittsburgh, PA

Allegheny Investments

Britt Campbell is a CFP® with 44 years of industry experience and has been with Allegheny Investments since 1991. He holds a Series 63 license and is based in Mars, PA. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets, focusing on diversified portfolios primarily using mutual funds, with an emphasis on personalized strategies and ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Joseph H

Series 63

Pittsburgh, PA

Allegheny Investments

Joseph Hoover is a financial advisor at Allegheny Investments with 41 years of industry experience. He has been with Allegheny Investments since 1988. Outside of his advisory role, Hoover serves as president of the board for Partners in Progress Haiti, a charitable organization. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes personalized strategies, diversification, and ongoing portfolio monitoring, managing approximately $634 million in client assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

David F

CFP®, Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

David Faith is a CFP® professional with 30 years of experience in financial advising. He has been with Allegheny Investments since 2001. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes personalized strategies, diversification, and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Robert S

Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

Robert Spicher is a financial advisor with Allegheny Investments who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Allegheny Investments since 2003 and has operated Spicher Associates, Inc., a CPA practice, since 1985. Outside of advising, he serves as president of Spicher Associates, a non-investment-related CPA firm. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios, ongoing monitoring, and personalized strategies developed through client discussions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Jason B

Series 66

Pittsburgh, PA

Allegheny Investments

Jason Bendik is a financial advisor at Allegheny Investments with seven years of industry experience. He holds the Series 66 designation and has been involved with Pandolfo Bendik, Ltd, an accounting and tax firm, where he serves as president. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios, independent third-party managers, proprietary research, and regular client reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

David R

Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

David Rearick is a financial advisor at Allegheny Investments with 40 years of industry experience. He has been with Allegheny Investments, Ltd. since 1998. He holds Series 63 and Series 65 licenses. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Douglas R

Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

Douglas Rudnik is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Allegheny Investments since 1994. Outside of his advisory role, he owns and operates a tax preparation business, Unified Financial, LLC, since 2015. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets, focusing on diversified portfolios primarily using mutual funds, with services that include discretionary and non-discretionary management, wrap-fee programs, and IRA rollover advice.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Jason B

CFP®, Series 66

Pittsburgh, PA

Allegheny Investments

Jason Bolen is a CFP® professional with nine years of industry experience, currently serving at Allegheny Investments. He has been associated with Cunningham Powell Alexander A.C. since 2013. Outside of his advisory role, Bolen is involved as a trustee at Chestnut Ridge Church and participates in community organizations such as Compass Women's Center. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes personalized, diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Rhylie R

CFP®, Series 63, Series 65

Pittsburgh, PA

Allegheny Investments

Rhylie Rearick Ochs is a CFP® with 21 years of industry experience, currently serving at Allegheny Investments. She has worked at Rearick & Company since 2004. Outside of her advisory role, she provides notary services and prepares standard individual tax returns for clients. Allegheny Investments offers investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm focuses on building personalized strategies that emphasize diversification and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Virginia O

Series 63, Series 65

Chardon, OH

Allegheny Investments

Virginia O'Donnell is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Allegheny Investments since 2003. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies that emphasize diversification and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Bryan H

CFP®, Series 66

Pittsburgh, PA

Allegheny Investments

Bryan Hoover is a CFP® with 17 years of industry experience, currently serving as an advisor at Allegheny Investments since 2017. He previously worked at Fragasso Financial Advisors and LPL Financial, LLC. He is also the vice president of the Pittsburgh Society of Investment Professionals. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in assets and emphasizes diversified, personalized portfolio strategies with ongoing monitoring and third-party manager selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

Donald I

Series 63

Selinsgrove, PA

Allegheny Investments

Donald Imler is a financial advisor at Allegheny Investments with 36 years of industry experience. He holds a Series 63 designation and has been with Allegheny Investments since 2005. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily composed of mutual funds, supported by proprietary research and an investment committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
user avatar

James A

CFP®, PFS™, Series 66

Pittsburgh, PA

Allegheny Investments

James Alexander is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He has been with Allegheny Investments since 2001 and also operates Cunningham Powell Alexander, a CPA, tax, and accounting firm. Alexander serves as president of the Morgantown Kiwanis Foundation and the Morgantown Kiwanis, reflecting involvement in community service organizations. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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