Movers & Shakers
Forbes ranks Pinkerton Retirement top adviser in the region
Pinkerton Retirement Specialists is the highest-ranked registered investment firm in the Inland Northwest, according to Forbes.
The magazine’s annual list, released in October 2023, shows Pinkerton in the top 1% of financial advisory firms in America at No. 179 out of 42,600 firms researched.
“I’m grateful for the national recognition that testifies to what a phenomenal team we have,” said Dan Pinkerton, founder and CEO of Pinkerton Retirement Specialists. “It’s my great privilege to work alongside them every day.”
The Forbes ranking is provided by SHOOK Research, based on a comprehensive study of qualitative data, and is independent and objective.
Founded in 1987 and headquartered in Coeur d’Alene, Pinkerton Retirement Specialists manages financial planning, estate planning and taxation, 401k retirement plans and legacy planning.
"Our goal has never been to be the biggest, but to be known as the best, by providing a level of service beyond anything our clients have ever experienced,” Pinkerton said. “We also thank our many clients nationwide for this honor."
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