Are you an experienced Advisor or Asset Manager in the NYC Area? If so, we should definitely talk! – Click Here

Our equity model helps us attract top-notch Financial Advisors like you.

The strength of Pinnacle Investments is in its people and its management abilities. Our employees are not only a dedicated team of professionals – they are the shareholders of the firm.

Our equity model helps us attract top-notch Financial Advisors like you to join our organization. This has helped Pinnacle Investments to be named the #1 Place to Work in the Region. And it has helped us to become one of the largest independent full-service investment firms.

As you have learned, Pinnacle Investments is focused on helping you manage and grow your relationship with your clients. Helping to build and create long-term wealth is what we are all about. Not only for our clients but for Financial Advisors too.

Join us and you can share in the long-term success of our organization. That means you will reap long-term dividends and real wealth not just a one-time bonus check offered at the big wirehouses.

If you are serious about doing what is in your best interest and your clients’ best interest, take the next step and join our team.

Click here to get the conversation started

Institutional Investors

individual investors

individual investors


Contact a Pinnacle Financial Advisor
today and let us help you reach the top!