Pinnacle Wealth Advisors
Clackamas, OR·SEC-registered · CRD #117517
Pinnacle Wealth Advisors is an SEC-registered investment advisory firm in Clackamas, OR managing $550M across 3.0k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$550M
Client accounts
3.0k
Advisory staff
14
Fee model
Fee-based
How Pinnacle Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Pinnacle Wealth Advisors
How much does Pinnacle Wealth Advisors manage?
Per its most recent SEC Form ADV filing (06/12/2026), Pinnacle Wealth Advisors reports $550M in regulatory assets under management across roughly 3.0k client accounts.
How does Pinnacle Wealth Advisors charge?
Pinnacle Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pinnacle Wealth Advisors a fiduciary?
Yes. Pinnacle Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #117517), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Pinnacle Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pinnacle Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Clackamas, OR
Profile compiled from Pinnacle Wealth Advisors's public SEC Form ADV filing (CRD #117517, filed 06/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pinnacle Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pinnacle Wealth Advisors? Claim this profile.