Pinnacle Advisory Group, Inc.

Pinnacle Advisory Group, Inc.


6345 Woodside Court Suite 100

Columbia, MD 21046


No. advisers: 50

AUM: $1,954,331,836

Asset Breakdown

Employees 50
High-net-worth individuals 26-50%
Financial planning clients More than 500
High-net-worth client assets Up to 75%
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,954,331,836 5,994 $326,048
Non-discretionary 0 0 $0
Total $1,954,331,836 5,994 $326,048

TD's Skip Schweiss says he'll do whatever it takes to avoid conflicts as president of FPA

October 24, 2019 - It's fair to say that TD Ameritrade executive Skip Schweiss knew his election as president-elect of the Financial Planning Association was a bit unorthodox. But he might not have anticipated such vocal pushback from one of the planning industry's loudest...

Does the world need another custodian?

October 22, 2019 - Last week in New York City, former Electronic Transaction Clearing executives hosted a party to launch their latest venture: Velox Clearing. Velox is a custody and clearing firm targeting registered investment advisers, small to midsize brokers and hedge...

Outcry over Ken Fisher comments could mark turning point for industry conferences

October 10, 2019 - Strong negative reaction to a prominent investment adviser's offensive remarks at an industry conference earlier this week could signal a change in what kind of language and atmosphere will be tolerated at such gatherings. Ken Fisher, founder of Fisher...

  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.