SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

One Ppg Place, Suite 1700
Pittsburgh, Pennsylvania 15222
Tel: 412-697-5200

About SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP, formally registered with the SEC as SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP. The firm was established in 10/24/2003. They have over 2 offices throughout the country.

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $2,614,783,099 assets under management, offering retirement planning & investment advisory services to 2036 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128591
SEC#	801-62441
Assets Managed by Firm	$2,614,783,099
No. of Clients	2036
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2036	$2,614,783,099
Individuals (other than high net worth individuals)	580	$568,492,775
High net worth individuals	67	$946,657,104
Pension and profit sharing plans	110	$918,099,143
Charitable organizations	6	$68,507,876
Corporations or other businesses	10	$85,659,046

More Retirement Planning firms in Pittsburgh, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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