At a glance
- The Pittsburgh RIA announced the promotions Nov. 9, its 50th anniversary year.
- Form ADV filings with the SEC show Allegheny reported $5.6 billion in regulatory assets, 103 employees and 14,030 accounts in a filing dated Oct. 23.
- For RIA principals, the partnership class spreads ownership to seven long-tenured planners and the president hired this year, about 8% of the 103 employees.
Allegheny Financial Group named eight advisors partners effective Oct. 1, 2026, InvestmentNews reported. The Pittsburgh RIA announced the promotions Nov. 9, its 50th anniversary year.
Form ADV filings with the SEC show Allegheny reported $5.6 billion in regulatory assets, 103 employees and 14,030 accounts in a filing dated Oct. 23. Eight new partners are about 8% of the 103 employees. The firm says client assets exceed $6 billion.
For RIA principals, the partnership class spreads ownership to seven long-tenured planners and the president hired this year, about 8% of the 103 employees. Seven of the new partners are CFPs with eight to 20 years at the firm: Ian Cerminara, Jason Graper, Benjamin Grom, Cassidy Richardson, Christopher T. Smith, Wyatt Sten and Chris P. Wieder. The eighth is Joyce Huffman, president since April 2026 after serving as chief operating officer of Haynes Kuhn Group and spending more than a decade at MainLine Private Wealth. Terms of the equity were not disclosed.
Brandon Haynes, co-managing partner, said the promotions recognize work the advisors have done for years. "It also gives our clients real confidence about the future, because the people who know their families and their plans best are now the people who will help decide where the firm goes next," he said.
Reported by the RIA desk from InvestmentNews and Form ADV (SEC IAPD). Published . Corrections