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CRD 128591
PITTSBURGH, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DANIEL BRIAN NAPIERKOWSKI | Certified Financial Planner | PITTSBURGH, PA | 21 | 26 | n/a | no |
| KYLE R ZELLER | n/a | COLUMBUS, OH | 21 | 27 | 3 | no |
| MICHAEL J BUCCI | n/a | PITTSBURGH, PA | 16 | 22 | 1 | no |
| DEREK JOSEPH EICHELBERGER | Certified Financial Planner|Chartered Financial Analyst | PITTSBURGH, PA | 11 | 23 | 2 | no |
| DAVID CHRISTIAN BRINKMAN | Certified Financial Planner|Chartered Financial Analyst | Columbus, OH | PITTSBURGH, PA | 10 | 15 | 1 | no |
| JASON ROBERT STALEY | Chartered Financial Analyst | PITTSBURGH, PA | 10 | 18 | 3 | no |
| ALISSA MARIE GARCIA | Certified Financial Planner | PITTSBURGH, PA | 8 | 16 | 2 | no |
| James Ryan Moyer | Certified Financial Planner | PITTSBURGH, PA | 8 | 12 | n/a | no |
| EVAN MATTHEW BIGGS | Certified Financial Planner | Columbus, OH | PITTSBURGH, PA | 7 | 11 | 2 | no |
| TYLER R. BROSE | Certified Financial Planner | PITTSBURGH, PA | 7 | 10 | 1 | no |
| ALEXANDER JOHN PAPSON | Certified Financial Planner | PITTSBURGH, PA | 7 | 11 | 3 | no |
| KELLY MARIE MURPHY | n/a | Columbus, OH | 6 | 21 | 1 | no |
| Miles Bryce Gibson | Certified Financial Planner | PITTSBURGH, PA | 4 | 14 | n/a | no |
| DEMETRIUS ALEXANDER KOKALES | Certified Financial Planner | PITTSBURGH, PA | 4 | 13 | 1 | no |
| GREGG WILLIAM DAILY | n/a | PITTSBURGH, PA | 4 | 26 | 1 | no |
| Michael Arthur Divens | Chartered Financial Analyst | PITTSBURGH, PA | 3 | 10 | 2 | no |
| Megan Elizabeth Muller | Certified Financial Planner | PITTSBURGH, PA | 2 | 12 | n/a | no |
| Kaylin Olster | n/a | PITTSBURGH, PA | 1 | 10 | n/a | no |
| Michael R Prosuk | n/a | Columbus, OH | PITTSBURGH, PA | 1 | 11 | 2 | no |
| Montana Jack Nietert | n/a | PITTSBURGH, PA | 1 | 12 | 2 | no |
| Tyler J Barnes | n/a | PITTSBURGH, PA | Columbus, OH | 0 | 10 | n/a | no |
| Patrick Kovach | n/a | PITTSBURGH, PA | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EICHELBERGER, DEREK, JOSEPH | CHIEF EXECUTIVE OFFICER | Na | yes | 10/2023 | Mar 24, 2026 | Mar 24, 2026 |
| SCHNEIDER DOWNS ADVISORS II LLC | GENERAL PARTNER | Na | yes | 06/2004 | Mar 24, 2026 | Mar 24, 2026 |
| SCHNEIDER DOWNS FINANCIAL ADVISORS | Limited | E | yes | 06/2004 | Mar 24, 2026 | Mar 24, 2026 |
| SCHNEIDER DOWNS ADVISORS LLC | GENERAL PARTNER | F | yes | 06/2004 | Mar 29, 2022 | Aug 29, 2024 |
| SCHNEIDER DOWNS FINANCIAL ADVISORS LP | LIMITED PARTNER | E | yes | 06/2004 | Mar 23, 2021 | Aug 29, 2024 |
| SCHNEIDER DOWNS FINANCIAL ADVISORS, LP | Member | F | yes | 06/2004 | Mar 8, 2012 | Aug 29, 2024 |
| SKEANS, NANCY, LYNN | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2019 | Jul 10, 2017 | Aug 29, 2024 |
| Divens, Michael, Arthur | CHIEF COMPLIANCE OFFICER | Na | no | 01/2025 | Mar 24, 2026 | Mar 24, 2026 |
| Surma, Eric | DIRECTOR OF FINANCE | Na | no | 01/2026 | Mar 24, 2026 | Mar 24, 2026 |
| Pascuzzi, Christopher, J. | CHIEF FINANCIAL OFFICER | Na | no | 02/2019 | Mar 19, 2019 | Aug 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | n/a | n/a | n/a | N | yes | n/a |
| SCHNEIDER DOWNS CORPORATE FINANCE, LP | n/a | n/a | n/a | N | yes | n/a |
| SCHNEIDER DOWNS INSURANCE ADVISORS, LP | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Columbus | Oh | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $3.3B | $2.1B | 28 | 22 | 1 | n/a | n/a |
| 2024 | Mar 24, 2025 | $2.9B | $1.9B | 27 | 21 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $2.6B | $1.7B | 27 | 21 | 1 | n/a | n/a |
| 2022 | Mar 27, 2023 | $2.2B | $1.6B | 29 | 19 | 1 | n/a | n/a |
| 2021 | Mar 29, 2022 | $2.5B | $1.7B | 26 | 18 | 1 | n/a | n/a |
| 2020 | Mar 23, 2021 | $2.1B | $1.5B | 24 | 17 | 2 | n/a | n/a |
| 2019 | Mar 27, 2020 | $1.8B | $1.2B | 24 | 17 | 1 | n/a | n/a |
| 2018 | Mar 19, 2019 | $1.4B | $889M | 19 | 14 | 1 | n/a | n/a |
| 2017 | Mar 19, 2018 | $1.4B | $755M | 19 | 14 | 1 | n/a | n/a |
| 2016 | Mar 1, 2017 | $1.2B | $654M | 18 | 13 | n/a | n/a | n/a |
| 2015 | Feb 3, 2016 | $1.1B | $558M | 15 | 11 | n/a | n/a | n/a |
| 2014 | Mar 3, 2015 | $977M | $497M | 13 | 11 | n/a | n/a | n/a |
| 2013 | Feb 13, 2014 | $951M | $488M | 15 | 12 | n/a | n/a | n/a |
| 2012 | Feb 14, 2013 | $756M | $399M | 16 | 12 | n/a | n/a | n/a |
| 2011 | Mar 8, 2012 | $626M | $311M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 4.5% | 0 | 0 | 0 | 4 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.3B | $2.9B | 13.5% | $2.2B | 15.0% | 28 | 27 | 1 | 1 |