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ALLEGHENY FINANCIAL GROUP

PITTSBURGH, PA · CRD 104690 · IAPD ↗ · 412-367-3880

$5.59BRegulatory AUM
28Advisory reps
103Employees
0Clients
More than 500Planning clients
13Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — ALLEGHENY FINANCIAL GROUP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2026 — ALLEGHENY FINANCIAL GROUP notice-filed in NE, NV, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — ALLEGHENY FINANCIAL GROUP LTD is now doing business as ALLEGHENY FINANCIAL GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2025 — ALLEGHENY FINANCIAL GROUP LTD shrank from 34 to 28 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.