What departments does Pinnacle Advisory Group have?

Pinnacle Advisory Group has employees across 9 departments including Human Resources, Finance, Engineering, Marketing, Accounting.

What is the largest department at Pinnacle Advisory Group?

The largest department at Pinnacle Advisory Group is Human Resources with 3 employees.

Where are Pinnacle Advisory Group employees located globally?

Pinnacle Advisory Group has employees across 4 continents and 5 countries including South Africa, India, Philippines, United States Of America, Australia.

How has Pinnacle Advisory Group's team size changed over time?

Pinnacle Advisory Group's team has decreased from approximately 55 to 13 employees based on available data.

Pinnacle Advisory Group Employee Directory

Financial ServicesMaryland, United States51-200 Employees

Pinnacle Advisory Group is a mid-sized private wealth management firm that provides integrated financial planning and active portfolio management to help clients achieve their financial goals. Founded in 1993 and headquartered in Columbia, Maryland, the firm also maintains an office in Miami. Its client base includes successful professionals, corporate executives, business owners, and families with substantial and complex assets, with investable assets typically exceeding $1.5 million and a minimum of $500,000 for new engagements. 

The firm operates on a strictly fee-based model, receiving no commissions. In 2021, Pinnacle Advisory Group was acquired by Congress Wealth Management, LLC.

Pinnacle Advisory Group Global Highlights

North America
68

United States Of America
68

Asia
2

India
1
Philippines
1

Africa
1

South Africa
1

Oceania
1

Australia
1

Pinnacle Advisory Group's Leadership

D. H.
Chief Human Resources Officer
Mobile Phone
Email
T. M.
Vp Distribution
Mobile Phone
Email
B. C.
President
Mobile Phone
Email
K. S.
Founding Partner
Mobile Phone
Email
A. T.
Owner
Mobile Phone
Email
A. T.
Owner
Mobile Phone
Email
J. M.
Partner, Wealth Manager, Financial Planner, Investment Advisor
Mobile Phone
Email
P. S.
Owner
Mobile Phone
Email

Pinnacle Advisory Group Employee Metrics

100%

50%

0%

2026

2025

Marketing
Finance
Operations
Information Technology
Business
Other
Legal
Human Resources
Accounting
Banking
Administrative
Analytics
Consultant

Contact profiles from Pinnacle Advisory Group

Name

Title

Contact Info

Location

Last Update

K. S.
Founding Partner
Mobile Phone
Email
United StatesMaryland
May 28, 2026
A. T.
Owner
Mobile Phone
Email
United StatesFlorida
Jun 03, 2026
A. T.
Owner
Mobile Phone
Email
United StatesFlorida
Oct 22, 2024
B. C.
President
Mobile Phone
Email
Oct 22, 2024
D. H.
Chief Human Resources Officer
Mobile Phone
Email
Oct 22, 2024
J. M.
Partner, Wealth Manager, Financial Planner, Investment Advisor
Mobile Phone
Email
Oct 23, 2024
P. S.
Owner
Mobile Phone
Email
Oct 23, 2024
S. G.
Owner
Mobile Phone
Email
United StatesKansas
Nov 27, 2024
T. H.
Owner
Mobile Phone
Email
Oct 16, 2024
A. B.
Vice President
Mobile Phone
Email
United StatesMassachusetts
Sep 19, 2024

Frequently Asked Questions

What is Pinnacle Advisory Group known for?

Pinnacle Advisory Group was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 6345 Woodside Court Suite 100 Columbia, Maryland 21046 United States; you can contact the main corporate office by phone at

+1-410-995-****

. Explore Pinnacle Advisory Group's company overview page for more information.

What is Pinnacle Advisory Group's most common email format?

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

How many employees does Pinnacle Advisory Group have currently?

Pinnacle Advisory Group has approximately 61 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are Pinnacle Advisory Group's key employees and leadership?

As of February 2026, Pinnacle Advisory Group's key employees include:

Chief Human Resources Officer: D. H.
Vp Distribution: T. M.
President: B. C.
Founding Partner: K. S.
Owner: A. T.

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Pinnacle Advisory Group Employee Directory

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