Pinnacle Pension Consultants LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Needham, MA. Its latest Form ADV filing, dated March 5, 2026, reports $2.2B in regulatory assets under management, 3 employees, and 66 accounts.
Assets Under Management
$2.2B
Employees
3
Offices
--
Total Clients
65
Primary office
NEEDHAM, MA
1492 HIGHLAND AVE., SUITE 9, NEEDHAM, MA, United States
Top client segmentPension Plans represent 98.5% of total clients.
Top client categories% of clientsClients
1
Pension Plans
98.5%
64
2
NON-QUALIFIED PLANS
1.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 5, 2026
Discretionary12.9%
$279M
13% of total RAUM12.9%
Non-discretionary87.1%
$1.9B
87% of total RAUM87.1%
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$2.2B
Total Accounts66
10Y AUM Change+$2.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee22:1
10Y Employee Change0 (0.0%)
* 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.