Yanni & Associates Investment Advisors

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. 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.