What departments does Pinnacle Advisors have?

Pinnacle Advisors has employees across 6 departments including Operations, Program & Project Management, Analytics, Solutions Engineering, Finance.

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 4 countries including Morocco, Indonesia, United States Of America, Brazil.

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

Pinnacle Advisors's team has decreased from approximately 34 to 30 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
58

United States Of America
58

Africa
1

Morocco
1

Asia
1

Indonesia
1

South America
1

Brazil
1

Pinnacle Advisors's Leadership

A. S.
Vice President - Trust Services & Senior Wealth Manager
Mobile Phone
Email
L. K.
Founding Partner
Mobile Phone
Email
D. N.
Managing Partner
Mobile Phone
Email
K. G.
Vice President, Chief Creative Officer
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
G. A.
Senior Advisor And Managing Director
Mobile Phone
Email

Pinnacle Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Accounting
Administrative
Other
Analytics

Contact profiles from Pinnacle Advisors

Name

Title

Contact Info

Location

Last Update

D. R.
Project Manager
Mobile Phone
Email
United StatesArizona
Jul 18, 2025
B. C. C.
Senior Wealth Manager
Mobile Phone
Email
United StatesFlorida
Jun 25, 2026
M. I.
Associate Wealth Manager
Mobile Phone
Email
United StatesKansas
Jun 17, 2026
C. N.
Intern Wealth Analyst
Mobile Phone
Email
United StatesGeorgia
Jun 25, 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
J. C.
Financial Planning Administrator
Mobile Phone
Email
Oct 23, 2024
M. G.
Real Estate Investment Specialist
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Pinnacle Advisors known for?

Pinnacle Advisors was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 6 West Third Street Suite 100 Mansfield, Ohio United States; you can contact the 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 . 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 38 employees as of June 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Pinnacle Advisors's key employees and leadership?

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

Vice President - Trust Services & Senior Wealth Manager: A. S.
Founding Partner: L. K.
Managing Partner: D. N.
Vice President, Chief Creative Officer: K. G.
Partner: V. W.

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Pinnacle Advisors Employee Directory

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