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.
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