SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
CRD #128591 SEC #801-62441 PITTSBURGH, PA 412-697-5200
SEC Registered
Total AUM
$2.9B
Discretionary
$1.9B
Employees
27
Clients
26
Accounts
2,015
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $2.9B | $1.9B | $1B | 27 | 1 |
| Mar 2025 | $2.9B | $1.9B | $1B | 27 | 1 |
| Jan 2025 | $2.6B | $1.7B | $885.5M | 27 | 1 |
| Aug 2024 | $2.6B | $1.7B | $885.5M | 27 | 1 |
| Mar 2024 | $2.6B | $1.7B | $885.5M | 27 | 1 |
| Oct 2023 | $2.2B | $1.6B | $617.3M | 29 | 0 |
| Mar 2023 | $2.2B | $1.6B | $617.3M | 29 | 0 |
| Mar 2022 | $2.5B | $1.7B | $741.3M | 26 | 0 |
| Mar 2021 | $2.1B | $1.5B | $635.2M | 24 | 0 |
| Jun 2020 | $1.8B | $1.2B | $657.5M | 24 | 0 |
| Jun 2020 | $1.8B | $1.2B | $657.5M | 24 | 0 |
| Mar 2020 | $1.8B | $1.2B | $657.5M | 24 | 0 |
| Oct 2019 | $1.4B | $889.1M | $535.9M | 19 | 0 |
| Oct 2019 | $1.4B | $889.1M | $535.9M | 19 | 0 |
| Aug 2019 | $1.4B | $889.1M | $535.9M | 19 | 0 |
| Mar 2019 | $1.4B | $889.1M | $535.9M | 19 | 0 |
| Mar 2018 | $1.4B | $754.8M | $625.1M | 19 | 0 |
| Aug 2017 | $1.2B | $653.5M | $559.5M | 18 | 500 |
| Jul 2017 | $1.2B | $653.5M | $559.5M | 18 | 500 |
| Mar 2017 | $1.2B | $653.5M | $559.5M | 18 | 500 |
| Sep 2016 | $1.1B | $558.1M | $497.5M | 18 | 500 |
| Feb 2016 | $1.1B | $558.1M | $497.5M | 15 | 500 |
| Mar 2015 | $977.5M | $496.5M | $480.9M | 13 | 500 |
| Jan 2015 | $951.4M | $488.4M | $463M | 15 | 400 |
| May 2014 | $951.4M | $488.4M | $463M | 15 | 400 |
| Feb 2014 | $951.4M | $488.4M | $463M | 15 | 400 |
| Oct 2013 | $756M | $398.9M | $357.1M | 16 | 400 |
| Feb 2013 | $756M | $398.9M | $357.1M | 16 | 400 |
| Apr 2012 | $626.5M | $311.2M | $315.3M | 11 | 300 |
| Mar 2012 | $626.5M | $311.2M | $315.3M | 11 | 300 |
| Aug 2011 | $594.3M | $309M | $285.3M | -- | -- |
| Mar 2011 | $594.3M | $309M | $285.3M | -- | -- |
| Jan 2011 | $594.3M | $309M | $285.3M | -- | -- |
| Mar 2010 | $488M | $232M | $256M | -- | -- |
| Jan 2008 | $250.7M | $238M | $12.8M | -- | -- |
| Feb 2007 | $191.1M | $183M | $8.1M | -- | -- |
| Mar 2006 | $103.3M | $102.4M | $900K | -- | -- |
| Jul 2004 | $63.7M | $63.7M | $0 | 10 | -- |
| Nov 2003 | $0 | $0 | $0 | 10 | -- |
| Oct 2003 | $0 | $0 | $0 | 10 | -- |
DateJul 2025
Total AUM$2.9B
Discretionary$1.9B
Non-Disc.$1B
Employees27
Clients1
DateMar 2025
Total AUM$2.9B
Discretionary$1.9B
Non-Disc.$1B
Employees27
Clients1
DateJan 2025
Total AUM$2.6B
Discretionary$1.7B
Non-Disc.$885.5M
Employees27
Clients1
DateAug 2024
Total AUM$2.6B
Discretionary$1.7B
Non-Disc.$885.5M
Employees27
Clients1
DateMar 2024
Total AUM$2.6B
Discretionary$1.7B
Non-Disc.$885.5M
Employees27
Clients1
DateOct 2023
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$617.3M
Employees29
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$617.3M
Employees29
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$1.7B
Non-Disc.$741.3M
Employees26
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$635.2M
Employees24
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$657.5M
Employees24
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$657.5M
Employees24
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$657.5M
Employees24
Clients0
DateOct 2019
Total AUM$1.4B
Discretionary$889.1M
Non-Disc.$535.9M
Employees19
Clients0
DateOct 2019
Total AUM$1.4B
Discretionary$889.1M
Non-Disc.$535.9M
Employees19
Clients0
DateAug 2019
Total AUM$1.4B
Discretionary$889.1M
Non-Disc.$535.9M
Employees19
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$889.1M
Non-Disc.$535.9M
Employees19
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$754.8M
Non-Disc.$625.1M
Employees19
Clients0
DateAug 2017
Total AUM$1.2B
Discretionary$653.5M
Non-Disc.$559.5M
Employees18
Clients500
DateJul 2017
Total AUM$1.2B
Discretionary$653.5M
Non-Disc.$559.5M
Employees18
Clients500
DateMar 2017
Total AUM$1.2B
Discretionary$653.5M
Non-Disc.$559.5M
Employees18
Clients500
DateSep 2016
Total AUM$1.1B
Discretionary$558.1M
Non-Disc.$497.5M
Employees18
Clients500
DateFeb 2016
Total AUM$1.1B
Discretionary$558.1M
Non-Disc.$497.5M
Employees15
Clients500
DateMar 2015
Total AUM$977.5M
Discretionary$496.5M
Non-Disc.$480.9M
Employees13
Clients500
DateJan 2015
Total AUM$951.4M
Discretionary$488.4M
Non-Disc.$463M
Employees15
Clients400
DateMay 2014
Total AUM$951.4M
Discretionary$488.4M
Non-Disc.$463M
Employees15
Clients400
DateFeb 2014
Total AUM$951.4M
Discretionary$488.4M
Non-Disc.$463M
Employees15
Clients400
DateOct 2013
Total AUM$756M
Discretionary$398.9M
Non-Disc.$357.1M
Employees16
Clients400
DateFeb 2013
Total AUM$756M
Discretionary$398.9M
Non-Disc.$357.1M
Employees16
Clients400
DateApr 2012
Total AUM$626.5M
Discretionary$311.2M
Non-Disc.$315.3M
Employees11
Clients300
DateMar 2012
Total AUM$626.5M
Discretionary$311.2M
Non-Disc.$315.3M
Employees11
Clients300
DateAug 2011
Total AUM$594.3M
Discretionary$309M
Non-Disc.$285.3M
Employees--
Clients--
DateMar 2011
Total AUM$594.3M
Discretionary$309M
Non-Disc.$285.3M
Employees--
Clients--
DateJan 2011
Total AUM$594.3M
Discretionary$309M
Non-Disc.$285.3M
Employees--
Clients--
DateMar 2010
Total AUM$488M
Discretionary$232M
Non-Disc.$256M
Employees--
Clients--
DateJan 2008
Total AUM$250.7M
Discretionary$238M
Non-Disc.$12.8M
Employees--
Clients--
DateFeb 2007
Total AUM$191.1M
Discretionary$183M
Non-Disc.$8.1M
Employees--
Clients--
DateMar 2006
Total AUM$103.3M
Discretionary$102.4M
Non-Disc.$900K
Employees--
Clients--
DateJul 2004
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--