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| PNC Wealth Management
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|
|---|---|
| CRD # | 129052 |
| SEC # | 801-66195 |
| CIK # | 0001632508 |
| AUM | $30.3 B (2026-06-30) |
| Employees | 1,713 (48% Investors, 100% Brokers) |
| Phone | 800-762-6111 |
| Address | 300 Fifth Avenue Pittsburgh, PA 15222-2722 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157,700 | 24.0 |
| (b) Individuals (high net worth individuals) | 3,185 | 5.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2,495 | 0.5 |
| (h) Charitable organizations | 174 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 506 | 0.3 |
| (n) Other | 45 | 0.0 |
| Total | 164,103 | 30.3 |
| By Discretionary | ||
| Discretionary | 161,518 | 28.2 |
| Non-Discretionary | 2,585 | 2.1 |
| Total | 164,103 | 30.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.3 | |
| Total | 164,103 | 30.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001632508] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Steward Partners Investment Advisory LLC
✚
|
CT | 33.5 |
|
BNY Mellon Advisors Inc
✚
|
NY | 33.5 |
|
Invesco Managed Accounts LLC
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|
WA | 31.3 |
|
Prudent Man Advisors LLC
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IL | 30.6 |
|
Davis Selected Advisers LP
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|
AZ | 30.1 |
|
Valic Financial Advisors Inc
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|
TX | 29.2 |
|
Ameritas Investment Partners Inc
✚
|
NE | 29.0 |
|
Atlanta Capital Management Company LLC
✚
|
GA | 28.6 |
|
Sage Advisory Services Ltd Co
✚
|
TX | 28.4 |
|
Asset Allocation & Management Company LLC
✚
|
IL | 27.5 |