Schneider Downs Wealth Management Advisors, LP

Schneider Downs Wealth Management Advisors, LP (CRD# 128591) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $1,212,994,833 in 1,014 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,213
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $1,196,247
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
  • Selection of other advisers (including private fund managers)
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.

AL, FL, MD, NC, NE, NH, OH, PA, VA, WV

Financial Advisors at Schneider Downs Wealth Management Advisors, LP
Showing 1 - 10 of 14 top financial advisors.
1
David C. Brinkman
CRD#: 5862088
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
96
Wealthminder
score

David Brinkman (CRD# 5862088) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 7 years of experience in the finance industry. David Brinkman 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.

2
Daniel B. Napierkowski
CRD#: 4085882
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
96
Wealthminder
score

Daniel Napierkowski (CRD# 4085882) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 18 years of experience in the finance industry. Daniel Napierkowski 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
Jason R. Staley
CRD#: 5408661
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
96
Wealthminder
score

Jason Staley (CRD# 5408661) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 10 years of experience in the finance industry.

4
Michael J. Bucci
CRD#: 4692301
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
93
Wealthminder
score

Michael Bucci (CRD# 4692301) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 14 years of experience in the finance industry.

5
Karl W. Kunkle
CRD#: 4102488
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
93
Wealthminder
score

Karl Kunkle (CRD# 4102488) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 18 years of experience in the finance industry.

6
Don A. Linzer
CRD#: 4420125
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
93
Wealthminder
score

Don Linzer (CRD# 4420125) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 16 years of experience in the finance industry.

7
Scott R. Rain
CRD#: 4569270
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
93
Wealthminder
score

Scott Rain (CRD# 4569270) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 13 years of experience in the finance industry.

8
Theresa M. Sekely
CRD#: 2795380
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
93
Wealthminder
score

Theresa Sekely (CRD# 2795380) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 20 years of experience in the finance industry.

9
Derek J. Eichelberger
CRD#: 4644258
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
90
Wealthminder
score

Derek Eichelberger (CRD# 4644258) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has 1 year of experience in the finance industry. Derek Eichelberger 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
James R. Moyer
CRD#: 6908311
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
90
Wealthminder
score

James Moyer (CRD# 6908311) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has 1 year of experience in the finance industry. James Moyer 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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