Pinnacle Advisory Group, Inc.

Pinnacle Advisory Group, Inc. (CRD# 107757) is a financial advisory firm headquartered in Columbia, MD. They manage $1,600,000,000 in 3,801 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,600
    MILLION
  • Total Number of Accounts
    3,801
    ACCOUNTS
  • Average Account Value
    $420,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, MS, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WI

Financial Advisors at Pinnacle Advisory Group, Inc.
Showing 1 - 10 of 20 top financial advisors.
1
Andrew J. Krone
CRD#: 1465896
6345 Woodside Court Suite 100, Columbia, MD 21046
98
Wealthminder
score

Andrew Krone (CRD# 1465896) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Naples, FL and has over 17 years of experience in the finance industry.

2
May H. Cheung
CRD#: 2308828
7355 Sw 87th Ave, Ste 300, Miami, FL 33173
96
Wealthminder
score

May Cheung (CRD# 2308828) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Miami, FL and has over 16 years of experience in the finance industry. May Cheung has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mindy E. Gasthalter
CRD#: 1446745
6345 Woodside Ct., Suite 100, Columbia, MD 21046
96
Wealthminder
score

Mindy Gasthalter (CRD# 1446745) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 30 years of experience in the finance industry. Mindy Gasthalter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John R. Hill
CRD#: 1356066
6345 Woodside Ct., Columbia, MD 21046
96
Wealthminder
score

John Hill (CRD# 1356066) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 31 years of experience in the finance industry. John Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David B. Kauffman
CRD#: 2188590
6345 Woodside Court Suite 100, Columbia, MD 21046
96
Wealthminder
score

David Kauffman (CRD# 2188590) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 24 years of experience in the finance industry. David Kauffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael E. Kitces
CRD#: 4218831
6345 Woodside Court Suite 100, Columbia, MD 21046
96
Wealthminder
score

Michael Kitces (CRD# 4218831) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 16 years of experience in the finance industry. Michael Kitces has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Joshua A. Mason
CRD#: 2594497
6345 Woodside Court Suite 100, Columbia, MD 21046
96
Wealthminder
score

Joshua Mason (CRD# 2594497) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 21 years of experience in the finance industry. Joshua Mason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Dwight A. Mikulis
CRD#: 1010335
6345 Woodside Ct, Columbia, MD 21046
96
Wealthminder
score

Dwight Mikulis (CRD# 1010335) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 32 years of experience in the finance industry. Dwight Mikulis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Barbara A. Ristow
CRD#: 2833547
6345 Woodside Court Suite 100, Columbia, MD 21046
96
Wealthminder
score

Barbara Ristow (CRD# 2833547) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 19 years of experience in the finance industry. Barbara Ristow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Kenneth R. Solow
CRD#: 1252721
6345 Woodside Ct, Columbia, MD 21046
96
Wealthminder
score

Kenneth Solow (CRD# 1252721) is an Investment Advisor Representative working at Pinnacle Advisory Group, Inc. in Columbia, MD and has over 32 years of experience in the finance industry. Kenneth Solow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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