DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Schneider Downs Wealth Management Advisors, LP
Latest filing Mar 24, 2026
First filing on the tape Mar 8, 2012 · 31 filings
SEC status approved since Oct 24, 2003
RAUM
$3.3B
reported, Item 5.F
Discretionary
64%
of RAUM
Private clients
57%
$1.9B individuals and HNW
Advisors
22
registered through the firm on IAPD
RAUM per advisor
$150M
derived; firm RAUM over IAPD count
Employees
28
22 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$3.3B as of Mar 24, 2026
Mar 8, 2012$626M then
HNW client RAUM$1.2B as of Mar 24, 2026
Mar 19, 2018$408M then
State-registered IARs (5.B.3)22 as of Mar 24, 2026
Feb 14, 20135 then
Employees (5.A)28 as of Mar 24, 2026
Feb 14, 201316 then
Private funds: no history
RAUM +14% over the last fiscal year+15% a year over threeIARs 21 to 22
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $150MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $13.2MderivedHNW RAUM over HNW clients
- Average account
- $1.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 64%derivedof RAUM
- Institutional
- 41%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 11.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +4.8%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $654M, 346 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$1.3B38%
- High-net-worth individuals$1.2B38%
- Individuals$640M19%
- Charitable organizations$63.2M1.9%
- Corporations and businesses$57.3M1.7%
- State and municipal entities$31.6M1.0%
- Individual clients
- 569reported
- HNW clients
- 94reported
- Pension plan clients
- 108reported
- Charitable clients
- 5reported
- Accounts
- 1,952reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $654M for 346 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.57 fund_share=0.0 institutional_share=0.41 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
22 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Brian NapierkowskiCertified Financial Planner | Pittsburgh, Pa | Apr 13, 2005 | 26 y | 0 |
| Kyle R Zeller | Columbus, Oh | Apr 14, 2005 | 27 y | 3 |
| Michael J Bucci | Pittsburgh, Pa | Oct 21, 2009 | 22 y | 1 |
| Derek Joseph EichelbergerCertified Financial Planner, Chartered Financial Analyst | Pittsburgh, Pa | Jun 2, 2015 | 23 y | 2 |
| David Christian BrinkmanCertified Financial Planner, Chartered Financial Analyst | Columbus, Oh | May 18, 2016 | 15 y | 1 |
| Jason Robert StaleyChartered Financial Analyst | Pittsburgh, Pa | Aug 30, 2016 | 18 y | 3 |
| James Ryan MoyerCertified Financial Planner | Pittsburgh, Pa | Feb 1, 2018 | 12 y | 0 |
| Alissa Marie GarciaCertified Financial Planner | Pittsburgh, Pa | Feb 1, 2018 | 16 y | 2 |
| Evan Matthew BiggsCertified Financial Planner | Columbus, Oh | Oct 30, 2018 | 11 y | 2 |
| Tyler R. BroseCertified Financial Planner | Pittsburgh, Pa | Mar 7, 2019 | 10 y | 1 |
| Alexander John PapsonCertified Financial Planner | Pittsburgh, Pa | Apr 10, 2019 | 11 y | 3 |
| Kelly Marie Murphy | Columbus, Oh | Jan 15, 2020 | 21 y | 1 |
| Miles Bryce GibsonCertified Financial Planner | Pittsburgh, Pa | Nov 22, 2021 | 14 y | 0 |
| Demetrius Alexander KokalesCertified Financial Planner | Pittsburgh, Pa | Nov 29, 2021 | 13 y | 1 |
| Gregg William Daily | Pittsburgh, Pa | Dec 20, 2021 | 26 y | 1 |
| Michael Arthur DivensChartered Financial Analyst | Pittsburgh, Pa | Sep 20, 2022 | 10 y | 2 |
| Megan Elizabeth MullerCertified Financial Planner | Pittsburgh, Pa | Feb 26, 2024 | 12 y | 0 |
| Kaylin Olster | Pittsburgh, Pa | Mar 19, 2025 | 10 y | 0 |
| Michael R Prosuk | Columbus, Oh | Apr 1, 2025 | 11 y | 2 |
| Montana Jack Nietert | Pittsburgh, Pa | Jul 17, 2025 | 12 y | 2 |
| Tyler J Barnes | Pittsburgh, Pa | Feb 9, 2026 | 10 y | 0 |
| Patrick Kovach | Pittsburgh, Pa | Jun 30, 2026 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 4.5% of current headcount3 left over 36 months
Left, latest
- Michael James Curry to Carnegie Investment CounselMar 13, 2026 · RIA to RIA
- Michael Clark to Northwestern Mutual Investment Services,LLCJun 27, 2025 · Other
- Courtney Moriarty to Ameriprise Financial Services, LLCDec 12, 2024 · RIA to affiliated broker-dealer or bank
- Shawn Fodge to Fidelity Personal And Workplace AdvisorsSep 21, 2021 · RIA to affiliated broker-dealer or bank
- Beth D Lynch to Fort Pitt Capital Group, LLCJan 16, 2018 · Other
- Jeffery Allen Acheson to Sagepoint Financial, Inc.Jul 14, 2014 · Other
- Patrick William Fisher to Bilkeykatz Investment ConsultantsNov 12, 2012 · Other
- Scott Francis Fremer to Comperio Retirement Consulting, Inc.Oct 21, 2009 · Other
Joined, latest
- Montana Jack Nietert from LPL Enterprise, LLCJul 17, 2025 · Affiliated broker-dealer or bank to independent RIA
- Michael R Prosuk from LPL Enterprise, LLCApr 1, 2025 · Other
- Michael Clark from Pnc Wealth ManagementNov 30, 2023 · Affiliated broker-dealer or bank to independent RIA
- Michael James Curry from Atmos Advisory, LLCNov 20, 2023 · RIA to RIA
- Michael Arthur Divens from Hapanowicz FinancialSep 20, 2022 · RIA to RIA
- Gregg William Daily from Fragasso Financial AdvisorsDec 20, 2021 · RIA to RIA
- Demetrius Alexander Kokales from Fort Pitt Capital Group, LLCNov 29, 2021 · RIA to RIA
- Kelly Marie Murphy from Cassady Schiller Wealth Management, LLCJan 15, 2020 · RIA to RIA
- Alexander John Papson from D.B. Root & Company, LLCApr 10, 2019 · RIA to RIA
- Tyler R. Brose from Hefren-Tillotson, Inc.Mar 7, 2019 · RIA to RIA
- Evan Matthew Biggs from Huntington Financial AdvisorsOct 30, 2018 · Affiliated broker-dealer or bank to independent RIA
- Alissa Marie Garcia from Oakmont Capital Management, LLCFeb 1, 2018 · Other
- Jason Robert Staley from Morgan StanleyAug 30, 2016 · Other
- David Christian Brinkman from Plante Moran Financial AdvisorsMay 18, 2016 · Other
- Derek Joseph Eichelberger from Gibson Capital, LLCJun 2, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Derek Eichelberger · Chief Executive Officercontrolsince 10/2023 · owns less than 5%
- Lynn Nancy Skeans · Chief Compliance Officercontrolsince 09/2019 · owns less than 5%
- Arthur Michael Divens · Chief Compliance Officersince 01/2025 · owns less than 5%
- J. Christopher Pascuzzi · Chief Financial Officersince 02/2019 · owns less than 5%
- Eric Surma · Director Of Financesince 01/2026 · owns less than 5%
Entity owners
- Schneider Downs Advisors II LLC · General Partnerdirect · owns less than 5%
- Schneider Downs Financial Advisors · Limiteddirect · owns 75% or more
- Schneider Downs Financial Advisors LP · Limited Partnerdirect · owns 75% or more
- Schneider Downs Advisors LLC · General Partnerindirect · owns F of Schneider Downs Financial Advisors, LP
- Schneider Downs Financial Advisors, LP · Memberindirect · owns F of Schneider Downs Advisors II LLC
Related persons
Schedule D 7.A
- Schneider Downs & Co., Inc.insurancen
- Schneider Downs Corporate Finance, LPbroker-dealern
- Schneider Downs Insurance Advisors, LPreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Pittsburgh, Pa · principal | 20 | 2 | 1 | ||
| Columbus, Oh | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Columbus, OH4 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 24, 2026SKEANS, NANCY, LYNN (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2022-03-29 and 2026-03-24peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 2,015 to 1,952Jul 24, 2025 to Mar 24, 2026
- Advisory employees · 21 to 22Jul 24, 2025 to Mar 24, 2026
- HNW clients · 83 to 94Jul 24, 2025 to Mar 24, 2026
- Individual clients · 547 to 569Jul 24, 2025 to Mar 24, 2026
- Pension plan clients · 111 to 108Jul 24, 2025 to Mar 24, 2026
- Assets in custody · $573M to $654MJul 24, 2025 to Mar 24, 2026
- Employees · 27 to 28Jul 24, 2025 to Mar 24, 2026
- Financial planning clients · 26-50 to 101-250Jul 24, 2025 to Mar 24, 2026
- State-registered IARs · 21 to 22Jul 24, 2025 to Mar 24, 2026
- Discretionary RAUM · $1.9B to $2.1BJul 24, 2025 to Mar 24, 2026
- HNW RAUM · $1.1B to $1.2BJul 24, 2025 to Mar 24, 2026
- Individual RAUM · $572M to $640MJul 24, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $1.0B to $1.2BJul 24, 2025 to Mar 24, 2026
- Pension RAUM · $1.1B to $1.3BJul 24, 2025 to Mar 24, 2026
- RAUM · $2.9B to $3.3BJul 24, 2025 to Mar 24, 2026
- Financial planning clients · 26-50 to 26-50Mar 24, 2025 to Jul 24, 2025
- Accounts · 2,036 to 2,015Jan 8, 2025 to Mar 24, 2025
- Charity clients · 6 to 5Jan 8, 2025 to Mar 24, 2025
- Corporate clients · 10 to 8Jan 8, 2025 to Mar 24, 2025
- HNW clients · 67 to 83Jan 8, 2025 to Mar 24, 2025
- Individual clients · 580 to 547Jan 8, 2025 to Mar 24, 2025
- Pension plan clients · 110 to 111Jan 8, 2025 to Mar 24, 2025
- Assets in custody · $347M to $573MJan 8, 2025 to Mar 24, 2025
- Discretionary RAUM · $1.7B to $1.9BJan 8, 2025 to Mar 24, 2025
- HNW RAUM · $947M to $1.1BJan 8, 2025 to Mar 24, 2025
- Individual RAUM · $568M to $572MJan 8, 2025 to Mar 24, 2025
- Non-discretionary RAUM · $885M to $1.0BJan 8, 2025 to Mar 24, 2025
- Pension RAUM · $918M to $1.1BJan 8, 2025 to Mar 24, 2025
- RAUM · $2.6B to $2.9BJan 8, 2025 to Mar 24, 2025
- Accounts · 1,894 to 2,036Oct 3, 2023 to Mar 28, 2024
- Advisory employees · 19 to 21Oct 3, 2023 to Mar 28, 2024
- Charity clients · 4 to 6Oct 3, 2023 to Mar 28, 2024
- Corporate clients · 5 to 10Oct 3, 2023 to Mar 28, 2024
- HNW clients · 66 to 67Oct 3, 2023 to Mar 28, 2024
- Individual clients · 562 to 580Oct 3, 2023 to Mar 28, 2024
- Pension plan clients · 103 to 110Oct 3, 2023 to Mar 28, 2024
- Assets in custody · $440M to $347MOct 3, 2023 to Mar 28, 2024
- Employees · 29 to 27Oct 3, 2023 to Mar 28, 2024
- State-registered IARs · 19 to 21Oct 3, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.6B to $1.7BOct 3, 2023 to Mar 28, 2024
Signals
5 dated events
- Michael James Curry left Schneider Downs Wealth Management Advisors, Lp for Carnegie Investment Counsel (registered 2026-04-08)Mar 13, 2026 · Advisor changed firm · fact
- Michael Clark left Schneider Downs Wealth Management Advisors, Lp for Northwestern Mutual Investment Services,Llc (registered 2025-07-31)Jun 27, 2025 · Advisor changed firm · fact
- Courtney Moriarty left Schneider Downs Wealth Management Advisors, Lp for Ameriprise Financial Services, Llc (registered 2025-01-24)Dec 12, 2024 · Advisor changed firm · fact
- Schneider Downs Wealth Management Advisors, Lp reported RAUM $1.8B, up 28% from $1.4B (2019-10-17 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Joseph Derek Eichelberger (Director / Partner) appeared on Schedule A of Schneider Downs Wealth Management Advisors, LpMar 19, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Schneider Downs Wealth Management Advisors, LP · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 571-380-9003reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-261-3644reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-261-4876reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- SCHNEIDERDOWNS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 412-697-5200reportedpublic record, Form ADV, Mar 24, 2026
- Contact form
- schneiderdowns.com/private-client-services/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- schneiderdowns.com/managementreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $150Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026