Columbus, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Schneider Downs Wealth Management Advisors, LP
Multi-team
Firm-wide stats for Schneider Downs Wealth Management Advisors, LP
Clients per advisor
30 Very LowAvg AUM per client
$2,838,028 Very HighHNW client ratio
14% TypicalAbout
Schneider Downs Wealth Management Advisors serves high‑net‑worth individuals, families, trustees, endowments and sponsors/trustees of qualified retirement plans, including defined‑benefit pension plans. The firm provides fee‑based investment management, financial planning, retirement plan consulting and an IRA platform through two operating units: Personal Financial Services and Retirement Solutions.
The adviser offers both discretionary and non‑discretionary management and employs a committee‑driven investment process with regular reviews to build diversified portfolios using mutual funds, ETFs, individual bonds, unaffiliated separate account managers (SAMs) and, when suitable, private equity commitments. Its retirement practice delivers ERISA 3(21) advisory and 3(38) investment manager services, model‑based IRA options on the SD Advantage platform, and tax‑aware planning support such as tax‑loss harvesting and charitable gift strategies.
Noteworthy for a multi‑team firm, SD Wealth Management is affiliated with a regional accounting firm and a suite of related entities — including a recordkeeping/third‑party administrator, a broker/dealer/corporate finance affiliate and an insurance advisory arm — relationships the brochure discloses as potential conflicts while noting clients are not required to use those affiliates. The firm manages over $3.3 billion with 21 advisors, maintains custodial relationships with Schwab, Fidelity and Mid Atlantic, and explicitly serves employer and public plan sponsors (state or municipal plans), a client segment less commonly reported among peers.
Expertise
Occupation focus
Location
65 East State Street, Suite 2000
Columbus OH 43215
Advisors at this office
5
Advisors at this office
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