Schneider Downs Wealth Management Advisors, LP

RIASEC Registered
Total AUM
$3.3B
Discretionary
$2.1B
64% of AUM
Avg account
$1.7M
Accounts
1,952
Employees
28
Advisory reps
24

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
128591
Registered since
October 24, 2003
Custodians
CHARLES SCHWAB & CO., INC., AMERICAN TRUST INVESTMENT SERVICES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans38.48%
  • HNWI37.56%
  • Individuals19.36%
  • Charitable Organizations1.91%
  • Corporations / Businesses1.73%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Schneider Downs Wealth Management Advisors, LP is organized as a limited partnership and has been registered with the SEC since 2003. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator across public and private strategies. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting and selection of outside advisers. Schneider Downs also maintains industry ties to a broker-dealer, an accounting firm, and an insurance company, which can influence product access and service integration. The firm does not identify as an active ESG investor. Schneider Downs appeared on industry lists in 2020, including the Financial Times Top 300 RIAs and a Top RIA Firms recognition from Financial Advisor magazine.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 8%, State & Local Bonds 3%, Cash & Cash Equivalents 3%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities8%
  • State & Local Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 110

Active vs passive

$881M in ETFs

Passive

79%

$696M

Active

19%

$185M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW)State StreetPassiveForeign Large Blend$93M1,851,29310.55%

Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
1 Ppg Pl
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth