Schneider Downs Wealth Management Advisors, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 24, 2026, reports $3.3B in regulatory assets under management, 28 employees, 1 office, and 1,952 accounts.
Assets Under Management
$3.3B
Employees
28
Offices
1 office
Total Clients
786
Primary office
PITTSBURGH, PA
ONE PPG PLACE, SUITE 1700, PITTSBURGH, PA, United States
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
569
2
Pension Plans
13.7%
108
3
HNWI
12.0%
94
4
Corporations
1.0%
8
5
Charitable
0.6%
5
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of March 24, 2026
Discretionary63.5%
$2.1B
64% of total RAUM63.5%
Non-discretionary36.5%
$1.2B
36% of total RAUM36.5%
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$3.3B
Total Accounts1,952
10Y AUM Change+$2.1B (+172.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee28:1
10Y Employee Change+10 (+55.6%)
* 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.