What departments does Pinnacle Advisors have?

Pinnacle Advisors has employees across 5 departments including Operations, Administrative, Finance, Healthcare Services, Real Estate.

What is the largest department at Pinnacle Advisors?

The largest department at Pinnacle Advisors is Finance with 3 employees.

Where are Pinnacle Advisors employees located globally?

Pinnacle Advisors has employees across 4 continents and 6 countries including Morocco, Indonesia, India, United States Of America, Canada.

How has Pinnacle Advisors's team size changed over time?

Pinnacle Advisors's team has decreased from approximately 34 to 33 employees based on available data.

Pinnacle Advisors Employee Directory

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.

Pinnacle Advisors Global Highlights

North America
52

United States Of America
51
Canada
1

Asia
3

India
2
Indonesia
1

Africa
1

Morocco
1

South America
1

Brazil
1

Pinnacle Advisors's Leadership

A. S.
Vice President - Trust Services & Senior Wealth Manager
Mobile Phone
Email
G. A.
Senior Advisor And Managing Director
Mobile Phone
Email
V. W.
Partner
Mobile Phone
Email
L. A.
Director
Mobile Phone
Email
R. K.
Wealth Manager & Director Of Retirement Plan Services
Mobile Phone
Email
L. G.
Director Of Business Operations
Mobile Phone
Email
C. C.
Commercial Solutions Specialist
Mobile Phone
Email
E. A.
Administrative Assistant
Mobile Phone
Email

Pinnacle Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Other

Contact profiles from Pinnacle Advisors

Name

Title

Contact

Location

Last Update

G. A.
Senior Advisor And Managing Director
Mobile Phone
Email
Oct 22, 2024
V. W.
Partner
Mobile Phone
Email
Oct 17, 2024
A. S.
Vice President - Trust Services & Senior Wealth Manager
Mobile Phone
Email
Aug 05, 2026
L. A.
Director
Mobile Phone
Email
Brazil, São Paulo
Nov 16, 2025
R. K.
Wealth Manager & Director Of Retirement Plan Services
Mobile Phone
Email
Jul 09, 2026
L. G.
Director Of Business Operations
Mobile Phone
Email
Jul 09, 2026
C. C.
Commercial Solutions Specialist
Mobile Phone
Email
Oct 21, 2024
E. A.
Administrative Assistant
Mobile Phone
Email
Oct 16, 2024
E. M.
Financial Paraplanner
Mobile Phone
Email
Jul 18, 2024
J. H.
Registered Nurse
Mobile Phone
Email
Aug 18, 2025

Frequently Asked Questions

What is Pinnacle Advisors known for?

Pinnacle Advisors was founded in 1997 and operates in the Financial Services industry. You can contact Pinnacle Advisors's main corporate office by phone at

+1-419-526-****

. Explore Pinnacle Advisors's company overview page for more information.

What is Pinnacle Advisors's most common email format?

Pinnacle Advisors employees' email format typically follows the pattern of FirstL@pinnacleadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Pinnacle Advisors email formats with LeadIQ.

How many employees does Pinnacle Advisors have currently?

Pinnacle Advisors has approximately 40 employees as of August 2026. These team members are located across 4 continents, including North America, Asia and Africa.

Who are Pinnacle Advisors's key employees and leadership?

As of August 2026, Pinnacle Advisors's key employees include:

Vice President - Trust Services & Senior Wealth Manager: A. S.
Senior Advisor And Managing Director: G. A.
Partner: V. W.
Director: L. A.
Wealth Manager & Director Of Retirement Plan Services: R. K.

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Pinnacle Advisors Employee Directory

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