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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.

Find Pinnacle Advisory Group employees' phone numbers or email addresses

Pinnacle Advisory Group Global Highlights

Location
Employees

North America
72

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  • United States Of America
    72

Asia
3

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  • India
    2
  • Philippines
    1

Oceania
2

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  • Australia
    2

Pinnacle Advisory Group's Leadership

  • Chief Human Resources Officer at Pinnacle Advisory Group
    D. H.
    Chief Human Resources Officer
    Mobile Phone
  • President at Pinnacle Advisory Group
    B. C.
    President
    Mobile Phone
  • Partner, Wealth Manager, Financial Planner, Investment Advisor at Pinnacle Advisory Group
    J. M.
    Partner, Wealth Manager, Financial Planner, Investment Advisor
    Mobile Phone
  • Owner at Pinnacle Advisory Group
    P. S.
    Owner
    Mobile Phone
  • Owner at Pinnacle Advisory Group
    T. H.
    Owner
    Mobile Phone
  • Vice President at Pinnacle Advisory Group
    R. R.
    Vice President
    Mobile Phone
  • Director at Pinnacle Advisory Group
    K. T.
    Director
    Mobile Phone
  • Director Of Client Relations at Pinnacle Advisory Group
    K. T.
    Director Of Client Relations
    Mobile Phone

Pinnacle Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Marketing
  • Finance
  • Operations
  • Information Technology
  • Business
  • Other
  • Legal
  • Human Resources
  • Accounting
  • Banking
  • Consultant

Contact profiles from Pinnacle Advisory Group

Name
Title
Contact
Location
Last Update
  • President at Pinnacle Advisory Group
    B. C.
    President
    Mobile Phone
    Oct 22, 2024
  • Chief Human Resources Officer at Pinnacle Advisory Group
    D. H.
    Chief Human Resources Officer
    Mobile Phone
    Oct 22, 2024
  • Partner, Wealth Manager, Financial Planner, Investment Advisor at Pinnacle Advisory Group
    J. M.
    Partner, Wealth Manager, Financial Planner, Investment Advisor
    Mobile Phone
    Oct 23, 2024
  • Owner at Pinnacle Advisory Group
    P. S.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Owner at Pinnacle Advisory Group
    T. H.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Vice President at Pinnacle Advisory Group
    R. R.
    Vice President
    Mobile Phone
    Oct 22, 2024
  • Director at Pinnacle Advisory Group
    K. T.
    Director
    Mobile Phone
    Oct 16, 2024
  • Director Of Client Relations at Pinnacle Advisory Group
    K. T.
    Director Of Client Relations
    Mobile Phone
    Oct 21, 2024
  • Director Public Relations at Pinnacle Advisory Group
    N. F.
    Director Public Relations
    Mobile Phone
    Oct 17, 2024
  • Marketing Director at Pinnacle Advisory Group
    N. W.
    Marketing Director
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Pinnacle Advisory Group known for?

Minus sign iconPlus sign iconPinnacle Advisory Group was founded in 1993 and operates in the Financial Services industry. You can contact Pinnacle Advisory Group's 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?

Minus sign iconPlus sign iconPinnacle Advisory Group employees' email format typically follows the pattern of FLast@pinnacleadvisory.com. 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?

Minus sign iconPlus sign iconPinnacle Advisory Group has approximately 61 employees as of July 2026. These team members are located across 3 continents, including North America, Asia and Oceania.

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

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

  • Chief Human Resources Officer: D. H.
  • President: B. C.
  • Partner, Wealth Manager, Financial Planner, Investment Advisor: J. M.
  • Owner: P. S.
  • Owner: T. H.

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