DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| Boston, | $260M | |||||||
PINNACLE ASSOCIATES, LTD. Registered adviser · RIA / Wealth · 801-20841 Also on Independent Sponsors, Private Equity | NEW YORK, | $10B | 4 | 33 | 2012 | |||
PINNACLE ADVISORS Registered adviser · RIA / Wealth · matched PINNACLE WEALTH PLANNING SERVICES, INC. · 801-51715 | MANSFIELD, | $2.1B | 18 | 2012 | ||||
| CAMBRIDGE, | $859M | 3 | 2012 | |||||
| $10.5M | 2 | 2025 | ||||||
| EAST SYRACUSE, | $1.3B | 57 | 2012 | |||||
| Denver, | $79.0M | 1 | ||||||
| $4.1M | 2026 | |||||||
PINNACLE VENTURES Registered adviser · RIA / Wealth · matched PINNACLE VENTURES, L.L.C. · 801-74215 Also on Private Credit, Venture Capital | BURLINGAME, | $143M | 8 | 2012 | ||||
| ROCKVILLE CENTRE, | $1.4B | 43 | 2012 | |||||
| · probable Unsized | New York, | $8.0B | 1 | 7 | 2018 | |||
| MANSFIELD, | 2012 | |||||||
PINNACLE INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched PINNACLE HOLDINGS, LLC · 801-57298 | TULSA, | $508M | 3 | 7 | 2012 | |||
| BELLEFONTAINE, | 2026 | |||||||
| MANSFIELD, | 2026 | |||||||
| SANDUSKY, | 2026 | |||||||
| MANSFIELD, | 2026 | |||||||
| 2026 | ||||||||
| AKRON, | 2026 | |||||||
| COLUMBIA, | $2.3B | 2012 | ||||||
| Austin, | 573 | |||||||
PINNACLE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PINNACLE WEALTH ADVISORS, LLC · 801-116763 | CLACKAMAS, | $550M | 16 | 2012 | ||||
| WESTERN SPRINGS, | $673M | 4 | 2012 | |||||
| Oxnard, | 190 | |||||||
| SPRINGFIELD, | $372M | 9 | 2012 | |||||
| BURLINGTON, | $820M | 2015 | ||||||
| Chicago, | 95 | |||||||
| · probable Lower middle market | George Town, | $186M | 3 | |||||
| NASHVILLE, | $936M | 2012 | ||||||
| Pasadena, | 768 | |||||||
| Columbus, | 66 | |||||||
| Roseville, | 64 | |||||||
| San Fernando, | 55 | |||||||
| Elkhart, | 66 | |||||||
| NEEDHAM, | $2.2B | 3 | 2012 | |||||
| SYDNEY, NEW SOUTH WALES, | $38B | 2019 | ||||||
| Arlington Heights, | 1,004 | |||||||
Pinnacle West Capital Corp Pension Plans Allocator · Allocators · matched Pinnacle West Capital Corp · 1B-10B | Phoenix, | $2.7B | 2025 | |||||
| EAST SYRACUSE, | $433,140 | 2012 | ||||||
| · probable | Seattle, | $224M | 10 | 2 | 2024 | |||
| WEST CHESTER, | $503M | 2012 | ||||||
| Denver, | $79.0M | 1 | ||||||
| $60.3M | 2 | 1 | 2032 | |||||
PINNACLE WEALTH MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched PINNACLE WEALTH MANAGEMENT PARTNERS, INC. · 801-125967 | BRIGHTON, | $118M | 4 | 2022 | ||||
| ROSEVILLE, | $133M | 2013 | ||||||
| NEW YORK, | $1.1B | 1 | 2021 | |||||
| Naples, | 74 | |||||||
PINNACLE PORTFOLIO ADVISORS Registered adviser · RIA / Wealth · matched PINNACLE PORTFOLIO ADVISORS, LLC · 801-114877 | $172M | 3 | 2019 | |||||
| ROSEVILLE, | $211M | 2021 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.