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PITTSBURGH FINANCIAL PLANNERS, INC.

BRIDGEVILLE, PA · CRD 14155 · IAPD ↗ · 412-220-1690

$160.6MRegulatory AUM
4Advisory reps
6Employees
5Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — PITTSBURGH FINANCIAL PLANNERS, INC. (BRIDGEVILLE, PA) left the SEC roster (was $160.6M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
67
April 2025 — PITTSBURGH FINANCIAL PLANNERS, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — PITTSBURGH FINANCIAL PLANNERS, INC. reported RAUM up 25% ($108.8M -> $136.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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