Quattro Advisors L.l.c.

About Quattro Advisors L.l.c.

<p>Independence is a defining feature at this Pittsburgh-based multi-family office, which is built to reduce conflicts of interest in the advice it gives. From its headquarters in the Pittsburgh metro, Quattro Advisors L.L.C. works with high-net-worth individuals, family enterprises, corporations, and pension plans.</p> <p>Founded in 2007, the firm coordinates multi-generational planning and “heritage preservation” work alongside day-to-day investment management. It also helps clients consolidate complex, multi-level financial information so owners can keep their attention on running a business and planning for the next generation.</p> <p>Quattro Advisors handles investment portfolio management, succession planning and fiduciary structures, and risk management. It also provides access to investment and corporate banking opportunities and offers 3(21) fiduciary support for retirement plans as part of its work as a <a href="/plan-advisors">plan advisor</a> and broader <a href="/retirement-plans">retirement plan provider</a> network.</p> <p>As of 2026, the firm reports $0.5B in assets under management and serves clients across CA, FL, LA, NJ, NY, NC, OH, PA, TN, VA, and TX.</p> <ul> <li>3(21) fiduciary services for retirement plans</li> <li>Investment portfolio management</li> <li>Multi-generational planning and heritage preservation</li> <li>Succession planning and fiduciary structures</li> <li>Risk management and banking access coordination</li> </ul>

Website: https://quattrofa.com/

Founded: 2007