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 been SEC-registered since 1996. The firm acts as a capital allocator and provides a mix of portfolio management and financial planning services to individual, family and institutional clients. Compensation is flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee arrangements. Its advisory scope covers portfolio management for individuals, small businesses and institutions, pension consulting, and selection of outside advisers. Pinnacle identifies as an active ESG investor and maintains relationships with professional service firms such as accountants and law firms. The firm has been included on several industry lists, including Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).