# PITTSBURGH FINANCIAL PLANNERS, INC.

PITTSBURGH FINANCIAL PLANNERS, INC. of BRIDGEVILLE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 14155
- Type: SEC-registered investment adviser
- SEC file number: 801-123722
- Location: 1195 WASHINGTON PIKE, SUITE 100, BRIDGEVILLE, PA, 15017
- Phone: 412-220-1690
- Latest filing: 2025-12-08
- Regulatory AUM: $160.6M
- Discretionary AUM: $115.1M
- Non-discretionary AUM: $45.6M
- Clients: 6
- Accounts: 500

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Brian Lewis Yates | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Stephen George Bierker | CEO | — |
| YATES BRIAN LEWIS | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| BIERKER STEPHEN GEORGE | CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/14155/brochure
- Similar advisers: https://search.stillhousedata.com/firm/14155/similar
- Related entities: https://search.stillhousedata.com/firm/14155/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/14155

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.