Allegheny Investments, Ltd.

Allegheny Investments, Ltd. (CRD# 7597) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $208,462,665 in 2,580 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    2,580
    ACCOUNTS
  • Average Account Value
    $80,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, OH, PA, RI, SC, SD, UT, VA, WV

Financial Advisors at Allegheny Investments, Ltd.
Showing 1 - 10 of 51 top financial advisors.
1
James F. Alexander
CRD#: 4118348
1544 Mileground Road, Morgantown, WV 26505
96
Wealthminder
score

James Alexander (CRD# 4118348) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Morgantown, WV and has over 17 years of experience in the finance industry. James Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ralph S. Boyd
CRD#: 3034257
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
96
Wealthminder
score

Ralph Boyd (CRD# 3034257) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 19 years of experience in the finance industry. Ralph Boyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James J. Browne
CRD#: 33228
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
96
Wealthminder
score

James Browne (CRD# 33228) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 37 years of experience in the finance industry. James Browne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Britt R. Campbell
CRD#: 728135
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
96
Wealthminder
score

Britt Campbell (CRD# 728135) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 36 years of experience in the finance industry. Britt Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Bonita V. Dicarlo
CRD#: 1004532
Pittsburgh, PA
96
Wealthminder
score

Bonita Dicarlo (CRD# 1004532) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 36 years of experience in the finance industry. Bonita Dicarlo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David G. Faith
CRD#: 2663175
Pittsburgh, PA
96
Wealthminder
score

David Faith (CRD# 2663175) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 22 years of experience in the finance industry. David Faith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Darin B. Hawn
CRD#: 3204556
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
96
Wealthminder
score

Darin Hawn (CRD# 3204556) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 18 years of experience in the finance industry. Darin Hawn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Brandon J. Haynes
CRD#: 3101940
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
96
Wealthminder
score

Brandon Haynes (CRD# 3101940) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 18 years of experience in the finance industry. Brandon Haynes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
James D. Hohman
CRD#: 248192
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
96
Wealthminder
score

James Hohman (CRD# 248192) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 37 years of experience in the finance industry. James Hohman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Rom S. Hurst
CRD#: 2574391
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
96
Wealthminder
score

Rom Hurst (CRD# 2574391) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 20 years of experience in the finance industry. Rom Hurst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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