Pinnacle Advisors

RIASEC RegisteredEst. 1996

Total AUM

$2.1B

Discretionary

$2.1B

99% of AUM

Avg account

$535K

Accounts

3,994

Employees

Advisory reps

Firm details

Headquarters: Mansfield, Ohio
CRD number: 106817
Registered since: May 30, 1996
Website: www.pinnacleadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.43%
Individuals7.46%
Corporations / Businesses1.06%
Charitable Organizations0.58%
Pension & Profit Sharing Plans0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pinnacle Advisors is an independent registered investment adviser that has operated since 1996. The firm is privately owned (a mix of a domestic entity and individual ownership) and positions itself as a multi-service wealth manager and capital allocator for individuals, families and institutional clients. Core advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting and selection of third‑party advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and also acts as a capital allocator to external managers for alternative strategies. Pinnacle maintains industry relationships with accountants and law firms that support its advisory work. Notable recognitions include placements on Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).