At a Glance
  • Ranked on Inc. Magazine’s 2021 list of Best Workplaces with a 93.2% employee approval rating
  • Broker-Dealer/RIA founded in 1996 with 21 branch locations across the U.S.
  • Welcoming advisors from all areas of the U.S. to establish new branches
  • Traditional Retail (W-2) and Independent (1099)
  • Pinnacle Investments is a member of Pinnacle Holding Company which include the following business lines:
    – Broker-Dealer/SEC RIA
    – Professional Employer Organization (PEO)
    – Retirement and 403(b) Platform
    – Asset Manager Property and Casualty Insurance
    – Estate Planning, Life Insurance and Long-Term Care
    – ROBO Advisor

Why Pinnacle is the Firm for Your Career

Our portfolio of companies offers an unmatched combination of synergistic services you won’t find anywhere else. From comprehensive wealth management to human re-source management through our PEO, we have the resources and capability to serve our clients whether they are individuals, businesses or other organizations.

Committed to You and Your Vision

An employee-owned company, the Pinnacle management team is comprised of practicing Financial Advisors who understand the challenges of growing and maintaining a practice. That’s why we give you the option to keep your identity or share in our branding. We are happy to support your brand in the same way we’d be proud to have you share our name.

We’ll Help You Thrive

Since our inception, Pinnacle has repeatedly delivered on our commitment to be a supportive partner for our advisors. Whether you’re moving from a small firm or a major wirehouse, our experienced and efficient transition team will ensure your business hits the ground running. Plus, our in-house marketing team will work with you to ensure your brand and business stay consistent through the transition from your current firm to Pinnacle.

Using Technology to Increase Efficiency and Client Experience

We view technology as an added benefit to strengthen your client relationships, not replace them. That’s why we invest in tech that makes it easier for you to connect with and serve your valued clients.

  • Multiple Custodian Platforms fully integrated with account opening, servicing, record retention, and performance reporting
  • Online Document Storage
  • E-Signature Platform
  • Financial Planning Tools
  • 24/7 Technical Support
  • Internal Web Portal where you can view firm updates, directory, resources, and the commission system
  • “Plug and Play” option for all technology needs
  • Ability to work remotely from anywhere

Don’t Wait for Your Opportunity… Create It

Learn how you can be a part of the journey in growing our client-focused firm that truly takes care of its people. For a confidential discussion please contact the Director of Recruitment, Liz Bartlett.

Or click here to schedule a meeting with Liz directly.


Pinnacle Holding Company Named on Inc. Magazine’s Annual List of America’s Fastest-Growing Private Companies – the Inc. 5000

Pinnacle Ranks Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2021

†Clearing charges may apply.

Pinnacle Investments, LLC is a proud member of the Pinnacle Family of Companies, an organization designed to provide a full range of financial solutions to individuals, businesses, and institutions. For more information on our member companies, visit Pinnacle Investments, LLC is a Member of FINRA/SIPC.