Pinnacle Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clackamas, OR. Its latest Form ADV filing, dated March 31, 2026, reports $550M in regulatory assets under management, 21 employee, 3 offices, and 2,956 accounts.
Assets Under Management
$550M
Employees
21
Offices
3 offices
Total Clients
832
Primary office
CLACKAMAS, OR
9200 SE SUNNYBROOK BOULEVARD, SUITE 170, CLACKAMAS, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
736
2
HNWI
8.9%
74
3
Pension Plans
2.2%
18
4
Charitable
0.4%
3
5
Pooled Investment Vehicles
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$550Mas of March 31, 2026
Discretionary93.4%
$513M
93% of total RAUM93.4%
Non-discretionary6.6%
$36M
7% of total RAUM6.6%
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$550M
Total Accounts2,956
10Y AUM Change+$446M (+431.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee40:1
10Y Employee Change+15 (+250.0%)
* 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.