About Pinnacle Advisory Group
Pinnacle Advisory Group is a Financial Services company based in Columbia (United States) founded in 1993, and was acquired by Congress Wealth in May 2021. Wealth management services are provided to clients by the firm. Its chief executive, as recorded, is John R Hill. Its focus areas include Asset Management and Wealth Management. Its competitors include Alera Group, Focus Financial Partners and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Pinnacle Advisory Group was established in 1993 in Columbia, United States, as a wealth management firm. Advisory services in financial planning and investment management are delivered to clients through its operations. The company focuses on the financial services sector, with activities centered in the United States. Leadership is held by CEO John R. Hill, and the firms online presence is maintained at pinnacleadvisory.com.
- Headquarters Columbia, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website pinnacleadvisory.com
- Social LinkedIn Facebook
- Acquired by Congress Wealth (May 2021)
- InvestorsCI Financial
& 1 more
- Acquired byCongress Wealth
(May 2021)
Investors in Pinnacle Advisory Group
Pinnacle Advisory Group has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include CI Financial and CW Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and asset management advisory services are provided. | 1965 | cifinancial.com | Toronto, Canada | |
CW Advisors is engaged in wealth management and financial planning. | congresswealth.com | Boston, United States |
Investor details for Pinnacle Advisory Group
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People of Pinnacle Advisory Group
1 people are tracked at Pinnacle Advisory Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
John R Hill | CEO | Leadership |
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Timeline of Pinnacle Advisory Group
2 dated milestones of Pinnacle Advisory Group across 28 years, from founding to its latest funding, stage changes and deals.
- Founded Pinnacle Advisory Group is founded.
- Exit Acquired by Congress Wealth.
Competitors of Pinnacle Advisory Group
Pinnacle Advisory Group has 3 listed competitors in our database, 2 of them funded. They include Alera Group, Focus Financial Partners and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Pinnacle Advisory Group
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Web traffic of Pinnacle Advisory Group
Websites that share an audience with Pinnacle Advisory Group (pinnacleadvisory.com).
Websites whose visitors overlap most with Pinnacle Advisory Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
kitces.com | kitces.com | 100% | #216,088 | – | |
| askfinancials.com | 99% | 14.4K | #1,433,900 | View details | |
| pnfp.com | 60% | 660.2K | #98,397 | View details | |
| pinnacle-advisory.com | 41% | 1.8K | #8,101,874 | View details | |
swealth.com | swealth.com | 39% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for Pinnacle Advisory Group
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- Audience overlap
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Top companies in Asset Management
3 companies that operate in the same segment as Pinnacle Advisory Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Pinnacle Advisory Group
Complete news archive for Pinnacle Advisory Group
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Frequently Asked Questions about Pinnacle Advisory Group
Pinnacle Advisory Group was founded in 1993.
Pinnacle Advisory Group is headquartered in Columbia, United States.
John R Hill is the CEO of Pinnacle Advisory Group, as recorded in our data.
Pinnacle Advisory Group was established in 1993 in Columbia, United States, as a wealth management firm. Advisory services in financial planning and investment management are delivered to clients through its operations. The company focuses on the financial services sector, with activities centered in the United States. Leadership is held by CEO John R. Hill, and the firms online presence is maintained at pinnacleadvisory.com.
Pinnacle Advisory Group's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Pinnacle Advisory Group has 2 investors. Key investors include CI Financial, and CW Advisors.
Yes. Pinnacle Advisory Group was acquired by Congress Wealth in May 2021.