PINNACLE WEALTH PLANNING SERVICES, INC.
Legal name: PINNACLE ADVISORS
CRD #106817 SEC #801-51715 MANSFIELD, OH 419-526-5226
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
35
Clients
--
Accounts
3,513
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.9B | $1.9B | $26.9M | 35 | 40 |
| Oct 2025 | $1.9B | $1.9B | $26.9M | 35 | 40 |
| Jul 2025 | $1.9B | $1.9B | $26.9M | 35 | 40 |
| Apr 2025 | $1.9B | $1.9B | $26.9M | 35 | 40 |
| Mar 2025 | $1.9B | $1.9B | $26.9M | 35 | 40 |
| Dec 2024 | $1.7B | $1.7B | $14.3M | 30 | 40 |
| Oct 2024 | $1.7B | $1.7B | $14.3M | 30 | 40 |
| Jun 2024 | $1.7B | $1.7B | $14.3M | 30 | 40 |
| Jan 2024 | $1.7B | $1.7B | $14.3M | 26 | 40 |
| Mar 2023 | $1.6B | $1.6B | $10.5M | 25 | 40 |
| Dec 2022 | $2B | $2B | $15.1M | 24 | 40 |
| Mar 2022 | $2B | $2B | $15.1M | 24 | 40 |
| Nov 2021 | $1.5B | $1.5B | $13.7M | 24 | 70 |
| May 2021 | $1.5B | $1.5B | $13.7M | 24 | 70 |
| Mar 2021 | $1.5B | $1.5B | $13.7M | 24 | 70 |
| Jun 2020 | $1.4B | $1.3B | $18M | 24 | 70 |
| Jun 2020 | $1.4B | $1.3B | $18M | 24 | 70 |
| Feb 2020 | $1.4B | $1.3B | $18M | 24 | 70 |
| Jan 2020 | $715.2M | $698.8M | $16.4M | 22 | 70 |
| Mar 2019 | $715.2M | $698.8M | $16.4M | 22 | 70 |
| Mar 2018 | $707.7M | $697.3M | $10.4M | 22 | 70 |
| Mar 2018 | $707.7M | $697.3M | $10.4M | 22 | 70 |
| Jul 2017 | $595.9M | $564.1M | $31.8M | 22 | 500 |
| Mar 2017 | $595.9M | $564.1M | $31.8M | 22 | 500 |
| Dec 2016 | $531.6M | $496.1M | $35.5M | 22 | 500 |
| Oct 2016 | $531.6M | $496.1M | $35.5M | 22 | 500 |
| Jun 2016 | $531.6M | $496.1M | $35.5M | 22 | 500 |
| Apr 2016 | $531.6M | $496.1M | $35.5M | 22 | 500 |
| Mar 2016 | $531.6M | $496.1M | $35.5M | 22 | 500 |
| Dec 2015 | $524.8M | $482.6M | $42.2M | 20 | 500 |
| Feb 2015 | $524.8M | $482.6M | $42.2M | 20 | 500 |
| Nov 2014 | $497.1M | $447.2M | $49.9M | 18 | 500 |
| Sep 2014 | $497.1M | $447.2M | $49.9M | 18 | 500 |
| Apr 2014 | $497.1M | $447.2M | $49.9M | 18 | 500 |
| Apr 2014 | $497.1M | $447.2M | $49.9M | 18 | 500 |
| Mar 2014 | $497.1M | $447.2M | $49.9M | 18 | 500 |
| Feb 2014 | $497.1M | $447.2M | $49.9M | 18 | 500 |
| Oct 2013 | $481.4M | $414.4M | $66.9M | 18 | 500 |
| Jul 2013 | $501.1M | $364.2M | $136.9M | 18 | 500 |
| Jun 2013 | $501.1M | $364.2M | $136.9M | 18 | 500 |
| May 2013 | $501.1M | $364.2M | $136.9M | 18 | 500 |
| Feb 2013 | $501.1M | $364.2M | $136.9M | 18 | 500 |
| Oct 2012 | $479.5M | $315.7M | $163.8M | 11 | 500 |
| Oct 2012 | $479.5M | $315.7M | $163.8M | 11 | 500 |
| Jul 2012 | $479.5M | $315.7M | $163.8M | 11 | 500 |
| Mar 2012 | $479.5M | $315.7M | $163.8M | 11 | 500 |
| Feb 2012 | $450.8M | $0 | $450.8M | 11 | 500 |
| Feb 2011 | $375.7M | $0 | $375.7M | -- | -- |
| Mar 2010 | $375.7M | $0 | $375.7M | -- | -- |
| May 2009 | $325.9M | $0 | $325.9M | -- | -- |
| Jan 2008 | $414.4M | $0 | $414.4M | -- | -- |
| Mar 2007 | $356.7M | $356.7M | $0 | -- | -- |
| Mar 2007 | $356.7M | $356.7M | $0 | -- | -- |
| Feb 2006 | $296.9M | $0 | $296.9M | -- | -- |
| Jun 2005 | $229.3M | $0 | $229.3M | -- | -- |
| Mar 2004 | $194.9M | $0 | $194.9M | 10 | -- |
| Apr 2002 | $139.2M | $0 | $139.2M | 10 | -- |
| Mar 2002 | $139.2M | $0 | $139.2M | 10 | -- |
DateOct 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$26.9M
Employees35
Clients40
DateOct 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$26.9M
Employees35
Clients40
DateJul 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$26.9M
Employees35
Clients40
DateApr 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$26.9M
Employees35
Clients40
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$26.9M
Employees35
Clients40
DateDec 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$14.3M
Employees30
Clients40
DateOct 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$14.3M
Employees30
Clients40
DateJun 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$14.3M
Employees30
Clients40
DateJan 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$14.3M
Employees26
Clients40
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.5M
Employees25
Clients40
DateDec 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$15.1M
Employees24
Clients40
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$15.1M
Employees24
Clients40
DateNov 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$13.7M
Employees24
Clients70
DateMay 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$13.7M
Employees24
Clients70
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$13.7M
Employees24
Clients70
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$18M
Employees24
Clients70
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$18M
Employees24
Clients70
DateFeb 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$18M
Employees24
Clients70
DateJan 2020
Total AUM$715.2M
Discretionary$698.8M
Non-Disc.$16.4M
Employees22
Clients70
DateMar 2019
Total AUM$715.2M
Discretionary$698.8M
Non-Disc.$16.4M
Employees22
Clients70
DateMar 2018
Total AUM$707.7M
Discretionary$697.3M
Non-Disc.$10.4M
Employees22
Clients70
DateMar 2018
Total AUM$707.7M
Discretionary$697.3M
Non-Disc.$10.4M
Employees22
Clients70
DateJul 2017
Total AUM$595.9M
Discretionary$564.1M
Non-Disc.$31.8M
Employees22
Clients500
DateMar 2017
Total AUM$595.9M
Discretionary$564.1M
Non-Disc.$31.8M
Employees22
Clients500
DateDec 2016
Total AUM$531.6M
Discretionary$496.1M
Non-Disc.$35.5M
Employees22
Clients500
DateOct 2016
Total AUM$531.6M
Discretionary$496.1M
Non-Disc.$35.5M
Employees22
Clients500
DateJun 2016
Total AUM$531.6M
Discretionary$496.1M
Non-Disc.$35.5M
Employees22
Clients500
DateApr 2016
Total AUM$531.6M
Discretionary$496.1M
Non-Disc.$35.5M
Employees22
Clients500
DateMar 2016
Total AUM$531.6M
Discretionary$496.1M
Non-Disc.$35.5M
Employees22
Clients500
DateDec 2015
Total AUM$524.8M
Discretionary$482.6M
Non-Disc.$42.2M
Employees20
Clients500
DateFeb 2015
Total AUM$524.8M
Discretionary$482.6M
Non-Disc.$42.2M
Employees20
Clients500
DateNov 2014
Total AUM$497.1M
Discretionary$447.2M
Non-Disc.$49.9M
Employees18
Clients500
DateSep 2014
Total AUM$497.1M
Discretionary$447.2M
Non-Disc.$49.9M
Employees18
Clients500
DateApr 2014
Total AUM$497.1M
Discretionary$447.2M
Non-Disc.$49.9M
Employees18
Clients500
DateApr 2014
Total AUM$497.1M
Discretionary$447.2M
Non-Disc.$49.9M
Employees18
Clients500
DateMar 2014
Total AUM$497.1M
Discretionary$447.2M
Non-Disc.$49.9M
Employees18
Clients500
DateFeb 2014
Total AUM$497.1M
Discretionary$447.2M
Non-Disc.$49.9M
Employees18
Clients500
DateOct 2013
Total AUM$481.4M
Discretionary$414.4M
Non-Disc.$66.9M
Employees18
Clients500
DateJul 2013
Total AUM$501.1M
Discretionary$364.2M
Non-Disc.$136.9M
Employees18
Clients500
DateJun 2013
Total AUM$501.1M
Discretionary$364.2M
Non-Disc.$136.9M
Employees18
Clients500
DateMay 2013
Total AUM$501.1M
Discretionary$364.2M
Non-Disc.$136.9M
Employees18
Clients500
DateFeb 2013
Total AUM$501.1M
Discretionary$364.2M
Non-Disc.$136.9M
Employees18
Clients500
DateOct 2012
Total AUM$479.5M
Discretionary$315.7M
Non-Disc.$163.8M
Employees11
Clients500
DateOct 2012
Total AUM$479.5M
Discretionary$315.7M
Non-Disc.$163.8M
Employees11
Clients500
DateJul 2012
Total AUM$479.5M
Discretionary$315.7M
Non-Disc.$163.8M
Employees11
Clients500
DateMar 2012
Total AUM$479.5M
Discretionary$315.7M
Non-Disc.$163.8M
Employees11
Clients500
DateFeb 2012
Total AUM$450.8M
Discretionary$0
Non-Disc.$450.8M
Employees11
Clients500
DateFeb 2011
Total AUM$375.7M
Discretionary$0
Non-Disc.$375.7M
Employees--
Clients--
DateMar 2010
Total AUM$375.7M
Discretionary$0
Non-Disc.$375.7M
Employees--
Clients--
DateMay 2009
Total AUM$325.9M
Discretionary$0
Non-Disc.$325.9M
Employees--
Clients--
DateJan 2008
Total AUM$414.4M
Discretionary$0
Non-Disc.$414.4M
Employees--
Clients--
DateMar 2007
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$356.7M
Discretionary$356.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$296.9M
Discretionary$0
Non-Disc.$296.9M
Employees--
Clients--
DateJun 2005
Total AUM$229.3M
Discretionary$0
Non-Disc.$229.3M
Employees--
Clients--
DateMar 2004
Total AUM$194.9M
Discretionary$0
Non-Disc.$194.9M
Employees10
Clients--
DateApr 2002
Total AUM$139.2M
Discretionary$0
Non-Disc.$139.2M
Employees10
Clients--
DateMar 2002
Total AUM$139.2M
Discretionary$0
Non-Disc.$139.2M
Employees10
Clients--