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Skylar Harrison Riddle

Skylar H. Riddle

KOVITZ INVESTMENT GROUP PARTNERS
Pittsburgh, PA 15220
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CRD#: 5966942
Skylar Harrison Riddle

Professional summary


Skylar Harrison Riddle, CFP® is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Pittsburgh, Pennsylvania.

Skylar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Skylar has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Skylar Harrison Riddle's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2020

Experience


Current

January 5, 2025 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 680 Andersen Drive, Suite 350 Foster Plaza Ten, Pittsburgh, PA 15220
RIA
CRD#: 282241
Pittsburgh, PA
Past

November 6, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA
CRD#: 282241
Pittsburgh, PA
Past

August 6, 2020 - November 4, 2024

FORT PITT CAPITAL GROUP, LLC

RIA
CRD#: 281385
PITTSBURGH, PA
Past

May 6, 2013 - November 9, 2017

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
PITTSBURGH, PA
Past

May 6, 2013 - November 9, 2017

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA
Past

December 13, 2011 - February 8, 2013

EDWARD JONES

RIA
CRD#: 250
CRANBERRY TWP, PA
Past

September 30, 2011 - February 8, 2013

EDWARD JONES

BD
CRD#: 250
CRANBERRY TWP, PA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(1/5/2025)
IAR
Texas
(1/5/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/14/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)
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Contact information


Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372

SEC notice filing (48 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)

Regulatory assets under management


Total Number of Accounts38,915
AUM (Assets Under Management)$ 31,731,798,984

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/23/2025
Cover Page
08/15/2024
07/19/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241Pittsburgh, PA 15220

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