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

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 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.