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- Custodian
- Apex · Charles Schwab & Company · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-30-1996
- Office Locations
- 6
Office Locations
About Pinnacle Advisors
Pinnacle Advisors is an Ohio-based RIA providing comprehensive wealth management and planning for individuals and business owners, coordinating with clients’ broader financial teams through its Wealth Collaboration approach. Portfolios emphasize asset allocation using ETFs, mutual funds, and fixed income. Clients get access to a proprietary portal and Pinnacle Scorecards for real-time performance monitoring and goal-probability tracking.
Reported data analysis
What the numbers show
Between October 29, 2025 and July 27, 2026, reported AUM increased 10.2%, from $1.9B to $2.1B.
Across 5 reported observations, AUM increased 7.3% between December 1, 2022 and July 27, 2026, from $2.0B to $2.1B.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 19 advisory representatives and 1,128 clients, or 59.4 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 6 reported office locations and 30 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Adam Jospeh Heichel
--
- CRD
- --
- Ownership
- 5% but less than 10%
KEITH ALLEN HEICHEL
Chief Executive Officer, President
- CRD
- #2058597
- Ownership
- 5% but less than 10%
Showing 2 of 7 owners & executives
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Scott Martin Brihn
Chief Operating Officer & Wealth Manager
- CRD
- #7690016
WILLIAM JOSEPH CUNNINGHAM
N.A
- CRD
- #1799567
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,120,981,548 | $534,791 |
| Non-Discretionary | $15,493,098 | $553,325 |
| Total | $2,136,474,646 | $534,921 |
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Separately Managed Accounts
SMA allocation detail is available
Pinnacle Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pinnacle Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.