Pinnacle Advisors

RIASEC Registered

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 serves both individual and institutional clients and operates as a capital allocator — blending discretionary portfolio management with financial planning, pension consulting, and selection of other advisers. Its fee schedule includes asset-based fees as well as hourly and fixed-fee arrangements, which supports a mix of comprehensive planning engagements and ongoing AUM relationships. The firm identifies as an active ESG investor and maintains professional relationships with accounting and law firms to supplement client service. Pinnacle Advisors has received external recognition for its size and industry standing, including 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).