SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

RIASEC RegisteredEst. 2003

Total AUM

$3.3B

Discretionary

$2.1B

64% of AUM

Avg account

$1.7M

Accounts

1,952

Employees

Advisory reps

Firm details

Headquarters: PITTSBURGH, Pennsylvania
CRD number: 128591
Registered since: October 24, 2003
Website: www.sdwealthmanagement.com
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 a SEC-registered limited partnership that provides financial planning and discretionary and non-discretionary portfolio management to individuals, families and institutional clients. The firm acts as a capital allocator and selects third‑party managers as part of its advisory toolkit. Service lines include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting and manager selection. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees. The firm reports industry linkages with broker‑dealers, accounting firms and insurance companies. Schneider Downs appeared on lists of top RIAs in 2020 published by the Financial Times and FA Magazine.