DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Fnb Wealth Management
Legal name F.N.B. Investment Advisors Inc
Latest filing Mar 21, 2025
First filing on the tape Mar 29, 2012 · 58 filings
SEC status approved since Jul 6, 1999
RAUM
$6.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
19%
$1.3B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
44
28 advisory (5.B.1)
Offices
14
beyond the principal office
Private funds
0
reported on Schedule D
History
58 filings and snapshots on the tape
RAUM$6.7B as of Mar 21, 2025
Mar 29, 2012$1.7B then
HNW client RAUM$1.2B as of Mar 21, 2025
Mar 29, 2018$385M then
State-registered IARs (5.B.3)31 as of Mar 21, 2025
Mar 20, 201311 then
Employees (5.A)44 as of Mar 21, 2025
Mar 20, 201325 then
Private funds: no history
RAUM +5.7% over the last fiscal year+5.9% a year over threeIARs 31 to 31offices 15 to 14
Practice profile
derived from the filing of Mar 21, 2025; every figure names its basis
- RAUM per advisor
- $216MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 12derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.4MderivedHNW RAUM over HNW clients
- Average account
- $6.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 8.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 2.1derived15 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -6.5%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.2B49%
- Corporations and businesses$559M23%
- Charitable organizations$345M14%
- State and municipal entities$157M6.4%
- Pension and profit-sharing plans$77.3M3.2%
- Individuals$73.2M3.0%
- Banks and thrifts$20.3M0.8%
- Insurance companies$15.4M0.6%
- Individual clients
- 151reported
- HNW clients
- 223reported
- Pension plan clients
- 3reported
- Charitable clients
- 48reported
- Accounts
- 1,097reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months0 left in 90 days0 joined in 90 days5 left over 36 months
Left, latest
- Adam David Runk to Janney Montgomery Scott LLCDec 31, 2025 · Other
- Joshua Paul Miller to Cwa Asset Management GroupDec 31, 2025 · Other
- David Edward Whiting to Janney Montgomery Scott LLCDec 31, 2025 · Other
- Christopher Hardy Davis to LPL Financial LLCJul 8, 2025 · Other
- Daniel Paul Crawford to Crawford Wealth ManagementJan 2, 2025 · Other
- Marci Jo Kerr to Aprio Wealth Management, LLCApr 21, 2014 · Other
- Brett A Greenfield to Aris Wealth Services IncJul 22, 2013 · Other
- Robert Nelson Swansboro to Gryphon Financial PartnersJul 9, 2012 · Other
- Sheyna Lynn Regets to LPL Financial LLCJul 26, 2010 · Other
- Michael Jason Basile to Matune Basile AdvisorsFeb 4, 2010 · Other
Joined, latest
- Joshua Paul Miller from Pnc Wealth ManagementMay 14, 2019 · Other
- Christopher Hardy Davis from Pnc Wealth ManagementJun 16, 2015 · Other
- Brett A Greenfield from Aris Wealth Services IncSep 26, 2012 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Janney Montgomery Scott LLCDec 31, 2025 · Harrisburg, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul Daniel Crawford · Managing Executive Director Of Business Solutions Group, Directorcontrolsince 04/2017 · owns less than 5%
- George Christopher Cwiklinski · Senior Vice President, Directorcontrolsince 03/2017 · owns less than 5%
- Gerard Stephen English · Directorcontrolsince 05/2015 · owns less than 5%
- David Brandon Miller · Chief Compliance Officercontrolsince 09/2018 · owns less than 5%
- William Jeffrey Wagner · Senior Vice President, Chief Market Strategist, Directorcontrolsince 01/2002 · owns less than 5%
Entity owners
- First National Trust Company · Sole Ownerdirect · owns 75% or more
- First National Bank Of Pennsylvania · Sole Ownerindirect · owns 75% or more of First National Trust Company
- Fnb Corporation · Sole Ownerindirect · owns 75% or more of First National Bank Of Pennsylvania · public reporting company
Related persons
Schedule D 7.A
- First National Bank Of Pacustodiany
- First National Insurance Agencyreal estaten
- First National Investment Servicesreal estaten
- First National Trust CompanyLP sponsorcustodiany
- Waubank Securities LLCbroker-dealern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Baltimore, Md | 0 | 0 | 0 | ||
| Harrisburg, Pa | 0 | 0 | 2 | 1 | |
| Hermitage, Pa | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Hermitage, PA8 employees
- Johnstown, PA7 employees
- State College, PA4 employees
- Baltimore, MD3 employees
- Erie, PA3 employees
- Raleigh, NC3 employees
- Monroeville, PA2 employees
- Cleveland, OH2 employees
- Lancaster, PA1 employees
- Mooresville, NC1 employees
- Greensboro, NC1 employees
- Charlotte, NC1 employees
- Harrisburg, PA1 employees
- Bethesda, MD1 employees
- York, PA
What changed
consecutive filings, newest first
- Accounts · 1,186 to 1,097Jan 14, 2025 to Mar 21, 2025
- Advisory employees · 26 to 28Jan 14, 2025 to Mar 21, 2025
- Corporate clients · 95 to 77Jan 14, 2025 to Mar 21, 2025
- HNW clients · 218 to 223Jan 14, 2025 to Mar 21, 2025
- Individual clients · 182 to 151Jan 14, 2025 to Mar 21, 2025
- Assets in custody · 0.0 to unsetJan 14, 2025 to Mar 21, 2025
- Employees · 51 to 44Jan 14, 2025 to Mar 21, 2025
- Insurance-licensed employees · 9 to 10Jan 14, 2025 to Mar 21, 2025
- Financial planning clients · unset to Jan 14, 2025 to Mar 21, 2025
- Other offices · 15 to 14Jan 14, 2025 to Mar 21, 2025
- Discretionary RAUM · $6.3B to $6.7BJan 14, 2025 to Mar 21, 2025
- HNW RAUM · $979M to $1.2BJan 14, 2025 to Mar 21, 2025
- Individual RAUM · $88.1M to $73.2MJan 14, 2025 to Mar 21, 2025
- Pension RAUM · $80.3M to $77.3MJan 14, 2025 to Mar 21, 2025
- RAUM · $6.3B to $6.7BJan 14, 2025 to Mar 21, 2025
- Accounts · 1,302 to 1,186Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 23 to 26Mar 30, 2023 to Mar 28, 2024
- Charity clients · 47 to 48Mar 30, 2023 to Mar 28, 2024
- Corporate clients · 101 to 95Mar 30, 2023 to Mar 28, 2024
- HNW clients · 211 to 218Mar 30, 2023 to Mar 28, 2024
- Individual clients · 240 to 182Mar 30, 2023 to Mar 28, 2024
- Employees · 45 to 51Mar 30, 2023 to Mar 28, 2024
- State-registered IARs · 28 to 31Mar 30, 2023 to Mar 28, 2024
- Other offices · 14 to 15Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.7B to $6.3BMar 30, 2023 to Mar 28, 2024
- HNW RAUM · $1.0B to $979MMar 30, 2023 to Mar 28, 2024
- Individual RAUM · $108M to $88.1MMar 30, 2023 to Mar 28, 2024
- Pension RAUM · $40.6M to $80.3MMar 30, 2023 to Mar 28, 2024
- RAUM · $5.7B to $6.3BMar 30, 2023 to Mar 28, 2024
- Accounts · 499 to 1,302Sep 30, 2022 to Mar 30, 2023
- Advisory employees · 22 to 23Sep 30, 2022 to Mar 30, 2023
- BD registered reps · 11 to 10Sep 30, 2022 to Mar 30, 2023
- Charity clients · 44 to 47Sep 30, 2022 to Mar 30, 2023
- Corporate clients · 79 to 101Sep 30, 2022 to Mar 30, 2023
- HNW clients · 182 to 211Sep 30, 2022 to Mar 30, 2023
- Individual clients · 164 to 240Sep 30, 2022 to Mar 30, 2023
- Pension plan clients · 4 to 3Sep 30, 2022 to Mar 30, 2023
- Employees · 43 to 45Sep 30, 2022 to Mar 30, 2023
- State-registered IARs · 26 to 28Sep 30, 2022 to Mar 30, 2023
- Other offices · 13 to 14Sep 30, 2022 to Mar 30, 2023
Signals
11 dated events
- Fnb Wealth Management no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $6.7B)Jan 2, 2026 · Left the SEC roster · derived
- David Edward Whiting left Fnb Wealth Management for Janney Montgomery Scott Llc (registered 2026-04-27)Dec 31, 2025 · Advisor changed firm · fact
- Adam David Runk left Fnb Wealth Management for Janney Montgomery Scott Llc (registered 2026-04-23)Dec 31, 2025 · Advisor changed firm · fact
- Joshua Paul Miller left Fnb Wealth Management for Cwa Asset Management Group (registered 2026-06-03)Dec 31, 2025 · Advisor changed firm · fact
- 2 advisors left Fnb Wealth Management (Harrisburg, PA) for Janney Montgomery Scott LLC on the same dayDec 31, 2025 · Team lift-out · derived
- Christopher Hardy Davis left Fnb Wealth Management for Lpl Financial Llc (registered 2025-07-28)Jul 8, 2025 · Advisor changed firm · fact
- Daniel Paul Crawford left Fnb Wealth Management for Crawford Wealth Management (registered 2025-01-03)Jan 2, 2025 · Advisor changed firm · fact
- Kim Craig (President, Director) no longer on Schedule A of Fnb Wealth Management (listed 2024-03-28, absent 2024-08-02)Aug 2, 2024 · Control person left · inference
- Anthony Samuel Piccioni (Senior Vice President, Director Of Relationship Management, Director) no longer on Schedule A of Fnb Wealth Management (listed 2022-09-30, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Diggan Renee Laychur (Senior Vice President, Director Of Portfolio Management, Director) no longer on Schedule A of Fnb Wealth Management (listed 2019-06-19, absent 2019-09-06)Sep 6, 2019 · Control person left · inference
- Fnb Wealth Management reported 26 state-registered advisory representatives, up from 16 (2017-10-20 to 2018-03-29)Mar 29, 2018 · Advisor headcount change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026