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Yanni & Associates Investment Advisors
Yanni & Associates was established in 2007 by Matthew Yanni, a CFA charterholder who built the firm as a fiduciary shop in Wexford, Pennsylvania.
Yanni & Associates Investment Advisors
Yanni & Associates was established in 2007 by Matthew Yanni, a CFA charterholder who built the firm as a fiduciary shop in Wexford, Pennsylvania. The firm describes its typical client base as corporate executives, business owners, retirees, and trustees — families that require ongoing investment management alongside estate and tax-sensitive planning. Yanni himself remains the sole named principal and compliance officer, which keeps the firm's governance tightly centralized. The firm's investment mandate emphasizes discretionary management of personal, trust, IRA, and corporate accounts, with a confirmed focus on real estate and commodities as distinct asset classes. While the firm does not publicly detail direct co-investments or fund commitments, its ADV filings indicate a multi-asset posture that spans equity and fixed-income exposures alongside tangible assets. Geographically, client capital concentrates on North America, though the firm notes clients reside in numerous states. With estimated assets under management in the $100–$250 million range (Altss estimate), Yanni & Associates operates outside the institutional fundraising cycle, prioritizing a small number of relationships. The firm maintains a minimal digital footprint — no LinkedIn presence was recorded — and runs a four-step advisory process that culminates in annual portfolio reviews and wealth-transfer guidance. Matthew Yanni's involvement in the Pittsburgh Compliance Roundtable signals an emphasis on regulatory diligence for family-office clients who prize fiduciary clarity. Structurally, the firm functions as a classic lifestyle multi-family office rather than a capital aggregator: the founder still serves as CCO, there are no disclosed additional offices, and the client count is deliberately capped. That model trades the scalability of a larger RIA platform for direct founder oversight, a trade that appeals to families who want a single relationship manager navigating tax code, investment allocation, and generational transfer all at once.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
$100M—$250M (Altss estimate)
Location
Region
North America
Country
United States
City
Wexford
Corporate office
2000 Corporate Drive, Suite 450, Wexford, PA 15090, United States
Principals
Matthew Adam Yanni
Principal and Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Yanni & Associates?
Matthew Adam Yanni serves as both Principal and Chief Compliance Officer, making him the central figure for investment decisions. A CFA charterholder, Yanni oversees portfolio construction and day-to-day management. The firm has not publicly named any additional investment committee members or external CIOs.
How does Yanni & Associates source investment opportunities?
The firm does not advertise a proprietary deal-sourcing network. Given its lean structure and confirmed focus on commodities and real estate, Yanni & Associates likely accesses markets through standard institutional channels — public securities, ETFs, and real estate partnerships — rather than a founder-led direct-investment program. The firm's website emphasizes internal management based on client goals and market conditions rather than exclusive private-market access.
Is Yanni & Associates structured as a single family office or a multi-family office?
The firm operates as a registered investment advisor serving multiple families, which technically makes it a multi-family office. However, its small client count and the founder's continued role as CCO give it the intimacy of a single-family shop. It does not offer the pooled co-investment vehicles or club-deal structures common at larger MFO platforms.
Does Yanni & Associates participate in fund commitments or only direct deals?
The firm's public materials do not specify a dedicated fund-of-funds or direct-investment program. Its confirmed investment types are commodities and real estate, which can be accessed through both direct ownership and pooled vehicles. Without additional disclosure, it is safest to assume a hybrid model where client portfolios blend individual securities with third-party funds based on each family's liquidity needs and tax profile.
What is Yanni & Associates' known posture on co-investments alongside external GPs?
There is no public record of the firm participating in co-investments alongside external general partners. Given its estimated sub-$200M asset base and a client roster that skews toward working professionals and retirees, co-investment programs — which typically require larger, concentrated commitments — are unlikely to be a material part of the offering.
Where does the underlying client wealth typically come from?
The firm's own website lists corporate executives, doctors, lawyers, business owners, and retirees as representative clients, suggesting wealth accumulation from professional income and business exits rather than inherited industrial or technology fortunes. The firm has not disclosed any single family branch as a primary capital source.
Does Yanni & Associates maintain philanthropic structures alongside its advisory work?
The firm references 'Yanni & Associates Community Efforts,' indicating some charitable activity, but there is no separate foundation or donor-advised fund platform detailed publicly. Philanthropic guidance likely comes embedded inside the family advisory relationship rather than through a standalone entity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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