Pitcairn Wealth Advisors Llc
SEC-registered
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 333260
· SEC file 801-131329
· Conshohocken, PA
· www.linkedin.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.9B
- Discretionary
- $4.5B
- Clients
- 330
- Avg AUM / client
- $17.8M
- Accounts
- 2,133
- Employees
- 62
AUM over time
$0
$5.9B
Sep 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 330 | $5.8B | 98.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $42.6M | 0.73% |
| Charitable organizations | Fewer than 5 clients | $45.6M | 0.78% |
People (42)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Lea Busser | President, Chief Executive Officer | Sep 2024 (2y) | Less than 5% | |
| Gaul, Eric, Woodruff | Chief Financial Officer | Sep 2024 (2y) | Less than 5% | |
| John Matthew Mccarte | Chief Compliance Officer | CFP | Sep 2024 (2y) | Less than 5% |
| David Harold Slover | Registered representative | CFP CFA | Jan 2025 (2y) | |
| Ethan William Ebner | Registered representative | CFP | Jan 2025 (2y) | |
| Jocelyn Schwartz | Registered representative | CFP | Jan 2025 (2y) | |
| John Richard Jeffrey | Registered representative | Jan 2025 (2y) | ||
| Laurie Ressin Martin | Registered representative | CFA | Jan 2025 (2y) | |
| Nathan Michael Sonnenberg | Registered representative | CFA | Jan 2025 (2y) | |
| Natalie Anne Wolaniuk | Registered representative | CFP | Jan 2025 (2y) | |
| Morgan Mears | Registered representative | Feb 2025 (1y) | ||
| Christina Lorraine Maida | Registered representative | Feb 2025 (1y) | ||
| Justin C. Bakewell | Registered representative | Mar 2025 (1y) | ||
| David Thomas Medici | Registered representative | CFA | Apr 2025 (1y) | |
| Pace Roy Kessenich | Registered representative | Apr 2025 (1y) | ||
| Mark Todd Robinson | Registered representative | CFP | Apr 2025 (1y) | |
| Derek James Cavanaugh | Registered representative | CFP | Apr 2025 (1y) | |
| Jennifer Anne Proper | Registered representative | Apr 2025 (1y) | ||
| Peter Chirico | Registered representative | May 2025 (1y) | ||
| George Francis Smith | Registered representative | CFP | Jun 2025 (1y) | |
| Karen Anne Carlson | Registered representative | CFP | Jun 2025 (1y) | |
| Robert John Mileff | Registered representative | Jun 2025 (1y) | ||
| Harold Frederick Pitcairn | Registered representative | CFA | Jun 2025 (1y) | |
| Joseph Whelan | Registered representative | CFP | Jun 2025 (1y) | |
| James Ramsey Goetschius | Registered representative | Jul 2025 (1y) | ||
| Craig Scott Schmauder | Registered representative | CFP | Jul 2025 (1y) | |
| Ashley Elizabeth Ruhling | Registered representative | Jul 2025 (1y) | ||
| Andrew David Strain | Registered representative | CFP | Aug 2025 (1y) | |
| John Michael Olson | Registered representative | CFA | Aug 2025 (1y) | |
| Man Tou Iau | Registered representative | Aug 2025 (1y) | ||
| Paulette Mercedes Girod | Registered representative | CFP | Aug 2025 (1y) | |
| Matthew Case Breidenbach | Registered representative | CFP | Aug 2025 (1y) | |
| Amy Hart Clyne | Registered representative | CFP | Aug 2025 (1y) | |
| Andrew Drummond Pitcairn | Registered representative | Aug 2025 (1y) | ||
| Brendan Michael Heffernan | Registered representative | Oct 2025 (1y) | ||
| Matthew David Perri | Registered representative | CFP | Jan 2026 (1y) | |
| Carlin Rose Calcaterra | Registered representative | Jun 2026 (0y) | ||
| Emilee Frances Stepoulos | Registered representative | Jun 2026 (0y) | ||
| Maryann Walker Bechta | Registered representative | Jun 2026 (0y) | ||
| Joshua Edward Kramer | Registered representative | Jun 2026 (0y) | ||
| Jacob Rudolfo Martinez | Registered representative | Jun 2026 (0y) | ||
| Patrick Michael Darcy | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pitcairn Financial Group Llc | Owner | Sep 2024 | A | 75% or more |
| Pitcairn Company | Member | Sep 2024 | B | ≈ 37.5% – 75% via Pitcairn Financial Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pitcairn Company: 50% – 75% of Pitcairn Financial Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $4.5B (76% of AUM) Mar 2026
- Charles Schwab & Co. $310M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗