What is Pinnacle Advisors's NAICS code?

Pinnacle Advisors's NAICS code is 52 (Finance and Insurance).

Insights

M&A Opportunity Pinnacle Advisors recently completed the acquisition of Danuloff Financial Services, indicating a growth-oriented strategy and potential cross-sell prospects to Danuloff's client base and integrated teams.

Asset Engagement The firm has shown active investment in private assets across shipping, materials, and real estate sectors, suggesting openness to enhanced asset allocation services, bespoke portfolio solutions, and institutional-grade investment opportunities.

Fiduciary Commitment As a fee-only SEC-registered fiduciary, Pinnacle emphasizes conflict-free wealth management, presenting a compelling differentiation angle for advisory partnerships, trust services, and institutional mandates requiring fiduciary rigor.

Growth & Scale With revenue in the mid six figures to high seven figures range and a staff size of 11–50, Pinnacle is positioned for scalable wealth-management offerings, including corporate retirement plans and institutional investing that can benefit from expanded distribution channels.

Technology & Engagement The existing tech stack and marketing tools (including analytics and web platforms) imply readiness for digital client onboarding, enhanced user experience, and targeted digital marketing collaborations to drive client acquisition and retention.

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Pinnacle Advisors Tech Stack

Pinnacle Advisors uses 8 technology products and services including Hotjar, iCIMS, Squarespace, and more. Explore Pinnacle Advisors's tech stack below.

Hotjar
Analytics
iCIMS
Applicant Tracking Systems
Squarespace
Content Management System
Squarespace Commerce
E-commerce
Mailgun
Email
Microsoft 365
Email
Piwik
System Analytics & Monitoring
Piwik PRO Core
Web Analytics

Media & News

Pinnacle Advisors's Email Address Formats

Pinnacle Advisors uses at least 4 email formats:

Pinnacle Advisors Email Formats	Example	Percentage
FirstL@pinnacleadvisors.com	JohnD@pinnacleadvisors.com	66%
Last@pinnacleadvisors.com	Doe@pinnacleadvisors.com	12%
FLast@pinnacleadvisors.com	JDoe@pinnacleadvisors.com	12%
First.Last@pinnacleadvisors.com	John.Doe@pinnacleadvisors.com	10%

Frequently Asked Questions

What is Pinnacle Advisors's phone number?

You can contact Pinnacle Advisors's main corporate office by phone at

+1-419-526-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pinnacle Advisors's official website and social media links?

Pinnacle Advisors's official website is pinnacleadvisors.com and has social profiles on LinkedIn.

How much revenue does Pinnacle Advisors generate?

As of August 2026, Pinnacle Advisors's annual revenue is estimated to be $25M - $50M.

What is Pinnacle Advisors's SIC code and NAICS code?

Pinnacle Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Pinnacle Advisors have currently?

As of August 2026, Pinnacle Advisors has approximately 40 employees across 4 continents, including North America, Asia and Africa. Key team members include Vice President - Trust Services & Senior Wealth Manager: A. S., Senior Advisor And Managing Director: G. A. and Partner: V. W. Explore Pinnacle Advisors's employee directory with LeadIQ.

What industry does Pinnacle Advisors belong to?

Pinnacle Advisors operates in the Financial Services industry.

What technology does Pinnacle Advisors use?

Pinnacle Advisors's tech stack includes Hotjar, iCIMS, Squarespace, Squarespace Commerce, Mailgun, Microsoft 365, Piwik and Piwik PRO Core.

What is Pinnacle Advisors's email format?

Pinnacle Advisors's email format typically follows the pattern of FirstL@pinnacleadvisors.com. Find more Pinnacle Advisors email formats with LeadIQ.

When was Pinnacle Advisors founded?

Pinnacle Advisors was founded in 1997.

Pinnacle Advisors

Q: What is Pinnacle Advisors's phone number?

You can contact Pinnacle Advisors's main corporate office by phone at +1-419-526-****.

Q: What is Pinnacle Advisors's official website and social media links?

Pinnacle Advisors's official website is pinnacleadvisors.com. Pinnacle Advisors has social profiles on LinkedIn.

Q: How much revenue does Pinnacle Advisors generate?

Pinnacle Advisors's annual revenue is estimated to be $25M - $50M.

Q: How many employees does Pinnacle Advisors have currently?

Pinnacle Advisors has approximately 40 employees.

Q: What industry does Pinnacle Advisors belong to?

Pinnacle Advisors operates in the Financial Services industry.

Q: What technology does Pinnacle Advisors use?

Pinnacle Advisors's tech stack includes Piwik, Modernizr, Microsoft ASP.NET, parallax.js, Google Tag Manager.

Q: When was Pinnacle Advisors founded?

Pinnacle Advisors was founded in 1997.

Financial ServicesOhio, United States11-50 Employees

Pinnacle Advisors is a fee-only wealth management firm in the financial services industry serving affluent individuals, business owners, and their families. Based in Mansfield, Ohio, it operates as an SEC-registered investment adviser, a status that designates it as a fiduciary under applicable law. Its service scope includes wealth management, trust management (including corporate trusts), company retirement plans, wealth collaboration, and institutional investing, with an emphasis on coordinating with other professionals to tailor plans to each client’s milestones.
The firm describes its client relationships as collaborative and focused on long-term planning centered on the individuals and families it serves. The Mansfield office and local expansion activity, including the October 2024 acquisition of Danuloff Financial Services, underscore its regional footprint.