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PITCAIRN

CONSHOHOCKEN, PA · CRD 333260 · IAPD ↗ · 215-881-6144

$5.87BRegulatory AUM
37Advisory reps
62Employees
0Clients
251-500Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — PITCAIRN notice-filed in AZ, CO, CT, IL, MA, MN, MT, NC, NH, NJ, NM, OH, TN, VT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — PITCAIRN reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — PITCAIRN now reports custody of client assets ($3.94B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2026 — PITCAIRN crossed $1B in regulatory AUM ($775.8M -> $5.87B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2026 — PITCAIRN grew from 2 to 37 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
August 2025 — PITCAIRN notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2025 — PITCAIRN added office(s): 9 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
August 2025 — PITCAIRN WEALTH ADVISORS LLC is now doing business as PITCAIRN.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
July 2025 — PITCAIRN WEALTH ADVISORS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — PITCAIRN WEALTH ADVISORS LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — PITCAIRN WEALTH ADVISORS LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2025 — PITCAIRN WEALTH ADVISORS LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
March 2025 — PITCAIRN WEALTH ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
February 2025 — PITCAIRN WEALTH ADVISORS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — PITCAIRN WEALTH ADVISORS LLC added office(s): 0 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
November 2024 — PITCAIRN WEALTH ADVISORS LLC (CONSHOHOCKEN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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