A complete list of active advisors currently associated with Pinnacle Portfolio Advisors

Warmer can help you find a great advisor at Pinnacle Portfolio Advisors or one who fits your needs even better.

Pinnacle Portfolio Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment supervisory services and individualized portfolio management. As of December 31, 2025, the firm reported managing roughly $171.3 million on a discretionary basis for individual and high‑net‑worth clients as well as pension plans, charitable organizations and corporate accounts. The firm develops a written investment policy for each client and generally follows Modern Portfolio Theory, relying on asset allocation, periodic rebalancing, and a mix of mutual funds, ETFs and, when appropriate, individual securities and REITs. Research and implementation use both fundamental and technical analysis, with accounts reviewed at least annually and trades executed under discretionary authority. Pinnacle’s disclosures identify several features that distinguish it from many peers: related persons operate an affiliated life, accident and health insurance entity and are separately licensed as insurance agents, and one related person is licensed as a real estate agent—arrangements the firm acknowledges can create conflicts of interest when insurance or real estate products are recommended. The firm also serves corporations and other businesses (a client category that can encompass entities such as business development companies in industry data) and does not charge performance‑based fees.

To learn more about the advisors currently working at Pinnacle Portfolio Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.