Yanni & Associates Investment Advisors, LLC
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About the firm
Located in Pittsburgh, PA, Yanni & Associates Investment Advisors, LLC (YAIA) has been providing Investment Management Services to its clients since 2007. It is a fee-based registered investment advisor which makes it a Fiduciary, obligated by law to place its clients' interests ahead of its own. YAIA is a small family business that manages a variety of accounts and provides thorough and ongoing communication to clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management Services including ongoing management, advice, and guidance. YAIA manages a variety of accounts including Personal Assets, Trusts, IRAs, Corporate Accounts, Custodial Accounts, 529 Plans, and others, implementing personalized investment strategies based on client goals and market circumstances.
Who they serve
Corporate Executives, Doctors, Lawyers, and other working professionals; Business Owners and Entrepreneurs; Retirees and their Spouses; Widows and Widowers; Wealthy Individuals and their Trust Funds.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 61 | $27M |
| High Net Worth Individuals | 46 | $145M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Yanni & Associates Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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