Pinnacle Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Mansfield, OH. Its latest Form ADV filing, dated April 16, 2026, reports $2.1B in regulatory assets under management, 35 employees, 6 offices, and 3,994 accounts.
Assets Under Management
$2.1B
Employees
35
Offices
6 offices
Total Clients
1,088
Primary office
MANSFIELD, OH
6 WEST 3RD ST., STE 100, MANSFIELD, OH, United States
Top client segmentIndividuals represent 54.0% of total clients.
Top client categories% of clientsClients
1
Individuals
54.0%
587
2
HNWI
43.8%
477
3
Pension Plans
1.0%
11
4
Corporations
0.6%
7
5
Charitable
0.6%
6
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of April 16, 2026
Discretionary99.3%
$2.1B
99% of total RAUM99.3%
Non-discretionary0.7%
$15M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.1B
Total Accounts3,994
10Y AUM Change+$1.5B (+258.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee31:1
10Y Employee Change+13 (+59.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.