Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
193 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$31.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA, 15220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kovitz Investment Group Partners, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Kovitz Investment Group Partners, LLC
November 2024 - December 2024 · 1 mo
Fort Pitt Capital Group, LLC
January 2018 - November 2024 · 6 yrs 10 mos
Schneider Downs Wealth Management Advisors, LP
November 2006 - January 2018 · 11 yrs 2 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Beth D Lynch - Financial Advisor | TrueAdvisor