Why The Pinnacle Financial Group | The Pinnacle Financial Group

Why The Pinnacle Financial Group?

At The Pinnacle Financial Group, we help successful financial advisors break free from the big wire houses and own their journey, providing guidance and support to ease the transition and help them pursue their own dreams.

Discover Why Our Independence Is Your Advantage

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

As an independent firm we have no cross-sell quotas. We spend our time developing customized solutions for the unique opportunities and challenges you may encournter.

Meet-The-Team-The Pinnacle Financial Group

Helping You Find the Right Level of Independence

Supported by LPL Financial


Our independence is supported by  LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. *Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Is it Time to Make the Break?

The Pinnacle Financial Group
Let Us Travel with You on Your Journey to Financial Independence.

We'll Help You Grow Your Practice

Is It Time to Make the Break?

The Pinnacle Financial Group
Let Us Travel with You on Your Journey to Financial Independence.

We'll help you grow your practice