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.

SEC-registered adviser

Cookson Peirce Wealth Management

Independent wealth managerPittsburgh, PennsylvaniaCRD 110729SEC 801-21341websiteIAPD
Legal name Cookson Peirce & Co Inc
Latest filing May 12, 2026
First filing on the tape Mar 20, 2012 · 55 filings
SEC status approved since May 23, 1984
RAUM
$2.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
84%
$2.2B individuals and HNW
Advisors
23
registered through the firm on IAPD
RAUM per advisor
$111M
derived; firm RAUM over IAPD count
Employees
29
18 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
55 filings and snapshots on the tape
RAUM$2.6B as of May 12, 2026
Mar 20, 2012$448M then
HNW client RAUM$694M as of May 12, 2026
Mar 16, 2018$1.0B then
State-registered IARs (5.B.3)18 as of May 12, 2026
Apr 1, 20138 then
Employees (5.A)29 as of May 12, 2026
Apr 1, 201311 then
Private funds: no history
RAUM +10.0% over the last fiscal year+12% a year over threeIARs 8 to 18
Practice profile
derived from the filing of May 12, 2026; every figure names its basis
Archetypes, each a printed rule
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
RAUM per advisor
$111MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
67derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$5.3MderivedHNW RAUM over HNW clients
Average account
$1.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
6.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
5.8derived4 offices incl. principal (1.F.5)
RAUM growth, one year
+10.0%derivedbetween the last two annual amendments
Advisor growth, one year
+125%derivedItem 5.B.3 between annual amendments
Client growth, one year
+35%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for investment companiesreportedItem 5.G
Financial planning clients
1,000reportedItem 5.H
Wrap fee program
participatesreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$1.5B57%
  • High-net-worth individuals$694M27%
  • Investment companies$116M4.5%
  • Corporations and businesses$108M4.2%
  • Charitable organizations$106M4.1%
  • Pension and profit-sharing plans$65.3M2.6%
  • State and municipal entities$3.5M0.1%
Individual clients
1,414reported
HNW clients
130reported
Pension plan clients
54reported
Charitable clients
23reported
Accounts
2,505reported
Financial planning clients
1,000reported
Wrap fee programs
$0 sponsored, $13.6M managedreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.84 fund_share=0.05 institutional_share=0.07 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
23 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Bruce Wilson MillerChartered Financial AnalystPittsburgh, PaApr 12, 200130 y0
Daniel Scott HendersonNaples, Fl Apr 15, 200233 y0
Cory Scott KrebsPittsburgh, PaFeb 20, 200429 y0
Christian Matthew BrownCertified Financial PlannerPittsburgh, PaMar 27, 200923 y2
Joshua Christopher BeasPittsburgh, PaFeb 1, 201325 y0
Daniel James MeyersCertified Financial PlannerPittsburgh, PaAug 23, 201321 y4
Janelle Marie WoodsCertified Financial PlannerPittsburgh, Pa Aug 4, 201521 y2
Beth Ann WilliamsPittsburgh, PaMar 24, 201611 y0
Scott Bryan OrosCertified Financial PlannerPittsburgh, PaJul 11, 201715 y2
Luke OneillChartered Financial AnalystPittsburgh, PaJun 11, 201826 y1
Aaron Christopher GatesCertified Financial PlannerPittsburgh, Pa Jan 18, 201910 y1
Sean David VolkChartered Financial AnalystPittsburgh, PaMar 18, 202112 y0
Timothy Douglass JohnsPittsburgh, PaApr 4, 202211 y1
Thomas R. OakleyPittsburgh, PaJul 7, 202310 y0
Christian James PapazianCertified Financial Planner, Chartered Financial AnalystPittsburgh, Pa Mar 25, 202411 y1
Siegfried Luke SaftnerPittsburgh, PaMay 2, 202410 y0
Heath Austin BlackPittsburgh, Pa May 6, 202528 y1
Nicole Leah WhitePittsburgh, PaJul 15, 202518 y3
Cory Allen SweitzerPittsburgh, Pa Dec 22, 202510 y0
Gregory Michael LiroPittsburgh, Pa Dec 23, 202515 y4
Jacob ImlingPittsburgh, PaApr 28, 202621 y1
Preston James PtakCertified Financial PlannerPittsburgh, Pa May 29, 202614 y4
Edward BeigheyPittsburgh, PaSep 8, 202617 y0
Advisor movement
2 left, 3 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 8.7% of current headcount4 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Scott Daniel Henderson · Co Chairmancontrol
    since 01/2024 · owns 10% to 25%
  • Scott Cory Krebs · Ceo/Presidentcontrol
    since 01/2014 · owns 10% to 25%
  • James Daniel Meyers · Wealth Director Groupcontrol
    since 01/2026 · owns 10% to 25%
  • Wilson Bruce Miller · Co Chairmancontrol
    since 01/2025 · owns 10% to 25%
  • Marie Robin Miller · Chief Compliance Officer/Chief Finance Officercontrol
    since 09/2010 · owns less than 5%
  • Luke Oneill · Chief Investment Officercontrol
    since 06/2025 · owns 10% to 25%
  • Marie Janelle Woods · Wealth Directorcontrol
    since 01/2026 · owns 10% to 25%
  • Matthew Christian Brown · Director Of Instutional Group
    since 01/2018 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Pittsburgh, Pa · principal2352
Fairlawn, Oh320
Naples, Fl200
Greenville, Sc110
Offices
Schedule D 1.F, the 25 largest
  • Akron, OH3 employees
  • Naples, FL1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
  • advisor count surgeChange between filings · filing Apr 2, 2026
    advisory representatives (Item 5.B.3) moved from 8.0 to 18.0 (+125.0%) between the annual amendments of 2025-03-31 and 2026-04-02; the peer median change was 0.0% (999 comparable advisers, 100.0th percentile of changes)
    peers: independent wealth managers, $1B to $5B (999) · 100% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 2,347 to 2,505
    Sep 11, 2025 to Mar 24, 2026
  • Charity clients · 20 to 23
    Sep 11, 2025 to Mar 24, 2026
  • Corporate clients · 17 to 26
    Sep 11, 2025 to Mar 24, 2026
  • HNW clients · 110 to 130
    Sep 11, 2025 to Mar 24, 2026
  • Individual clients · 1,030 to 1,414
    Sep 11, 2025 to Mar 24, 2026
  • Pension plan clients · 63 to 54
    Sep 11, 2025 to Mar 24, 2026
  • Employees · 26 to 29
    Sep 11, 2025 to Mar 24, 2026
  • Financial planning clients · 251-500 to More than 500
    Sep 11, 2025 to Mar 24, 2026
  • State-registered IARs · 8 to 18
    Sep 11, 2025 to Mar 24, 2026
  • Discretionary RAUM · $2.3B to $2.6B
    Sep 11, 2025 to Mar 24, 2026
  • HNW RAUM · $681M to $694M
    Sep 11, 2025 to Mar 24, 2026
  • Individual RAUM · $1.3B to $1.5B
    Sep 11, 2025 to Mar 24, 2026
  • Pension RAUM · $72.9M to $65.3M
    Sep 11, 2025 to Mar 24, 2026
  • RAUM · $2.3B to $2.6B
    Sep 11, 2025 to Mar 24, 2026
  • Wrap assets (manager) · $15.1M to $13.6M
    Sep 11, 2025 to Mar 24, 2026
  • Accounts · 2,074 to 2,347
    Feb 4, 2025 to Mar 31, 2025
  • Advisory employees · 16 to 18
    Feb 4, 2025 to Mar 31, 2025
  • Charity clients · 19 to 20
    Feb 4, 2025 to Mar 31, 2025
  • Corporate clients · 16 to 17
    Feb 4, 2025 to Mar 31, 2025
  • HNW clients · 80 to 110
    Feb 4, 2025 to Mar 31, 2025
  • Individual clients · 744 to 1,030
    Feb 4, 2025 to Mar 31, 2025
  • Pension plan clients · 60 to 63
    Feb 4, 2025 to Mar 31, 2025
  • Assets in custody · 6179701.0 to unset
    Feb 4, 2025 to Mar 31, 2025
  • Custody of client assets · true to false
    Feb 4, 2025 to Mar 31, 2025
  • Employees · 24 to 26
    Feb 4, 2025 to Mar 31, 2025
  • Financial planning clients · 251-500 to 251-500
    Feb 4, 2025 to Mar 31, 2025
  • State-registered IARs · 17 to 8
    Feb 4, 2025 to Mar 31, 2025
  • Discretionary RAUM · $1.9B to $2.3B
    Feb 4, 2025 to Mar 31, 2025
  • HNW RAUM · $471M to $681M
    Feb 4, 2025 to Mar 31, 2025
  • Individual RAUM · $1.1B to $1.3B
    Feb 4, 2025 to Mar 31, 2025
  • Pension RAUM · $60.7M to $72.9M
    Feb 4, 2025 to Mar 31, 2025
  • RAUM · $1.9B to $2.3B
    Feb 4, 2025 to Mar 31, 2025
  • Other offices · 2 to 3
    Mar 7, 2024 to Feb 4, 2025
  • Accounts · 908 to 2,074
    Nov 16, 2023 to Mar 7, 2024
  • Charity clients · 1,319 to 19
    Nov 16, 2023 to Mar 7, 2024
  • Corporate clients · 14 to 16
    Nov 16, 2023 to Mar 7, 2024
  • HNW clients · 59 to 80
    Nov 16, 2023 to Mar 7, 2024
  • Individual clients · 758 to 744
    Nov 16, 2023 to Mar 7, 2024
  • Pension plan clients · 56 to 60
    Nov 16, 2023 to Mar 7, 2024
  • Employees · 25 to 24
    Nov 16, 2023 to Mar 7, 2024
Signals
10 dated events
  • Cookson Peirce Wealth Management reported 18 state-registered advisory representatives, up from 8 (2025-09-11 to 2026-03-24)
    Mar 24, 2026 · Advisor headcount change · derived
  • Michael Patrick Doyle left Cookson Peirce Wealth Management for Mariner (registered 2026-01-06)
    Jan 8, 2026 · Advisor changed firm · fact
  • Brian P Cline left Cookson Peirce Wealth Management for Edward Jones (registered 2026-04-30)
    Jan 5, 2026 · Advisor changed firm · fact
  • Brandon Bergeron left Cookson Peirce Wealth Management for Ameriprise Financial Services, Llc (registered 2025-10-03)
    Jun 13, 2025 · Advisor changed firm · fact
  • Katharine Perry left Cookson Peirce Wealth Management for Kestra Advisory Services, Llc (registered 2024-07-09)
    Jul 23, 2024 · Advisor changed firm · fact
  • Luke Oneill (Director Of Investments) appeared on Schedule A of Cookson Peirce Wealth Management
    Mar 7, 2024 · Control person joined · fact
  • Marie Janelle Fumerola (Regional Managing Director) appeared on Schedule A of Cookson Peirce Wealth Management
    Mar 16, 2022 · Control person joined · fact
  • Cookson Peirce Wealth Management reported RAUM $2.3B, up 31% from $1.7B (2021-12-21 to 2022-03-16)
    Mar 16, 2022 · RAUM change · derived
  • Cookson Peirce Wealth Management reported RAUM $1.7B, up 38% from $1.3B (2020-10-14 to 2021-03-30)
    Mar 30, 2021 · RAUM change · derived
  • Cookson Peirce Wealth Management reported RAUM $1.5B, up 32% from $1.1B (2017-07-27 to 2018-01-11)
    Jan 11, 2018 · RAUM 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.
How to reach
public business contact points only, each with its source
Business email
info@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
bbw@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
cas@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
cjp@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
csk@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
ctc@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
djm@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
dsh@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
eaf@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
epb@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
glb@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
gml@cooksonpeirce.comreportedpublished by the firm, firm site, Sep 15, 2026
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
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$111Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026