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 advisor organized as a corporation and SEC-registered since 1996. The firm serves both individuals/families and institutional clients and operates as a capital allocator, sourcing third-party managers alongside running in‑house portfolio management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, institutional/business portfolio management, pension consulting, and selection of other advisers. The firm charges fees by percentage of AUM as well as hourly and fixed-fee arrangements and indicates active incorporation of ESG considerations into its investment process. Pinnacle Advisors has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms (2025). The firm lists professional affiliations with accounting and law firms to support client service and trustee/advice work.