Forbes again ranks Pinkerton Retirement top regional advisor

COEUR d'ALENE — For the second year in a row, 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 2024, shows Pinkerton in the top half of 1% of financial advisory firms in America, at No. 222 out of 46,212 firms researched. Pinkerton was also the only firm in Idaho to make the list.

“We are grateful for the recognition, and thankful to our valued clients for this honor,” said Dan Pinkerton, founder and CEO of Pinkerton Retirement Specialists.

Headquartered in Coeur d’Alene, Pinkerton Retirement Specialists is a diversified wealth management firm with five divisions: accredited investor wealth management, single family offices, 401k retirement plans, investment research and support for their branch office expansion nationwide. 

This month, Pinkerton will open a new office in Honolulu to join the existing offices in Coeur d’Alene, Spokane, Tacoma and Salt Lake City.  

"Our goal is to add another five branches nationwide in 2025,” Pinkerton said. “We have a phenomenal team and it’s my 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. Rankings are based on voluntary submissions. Advisors did not pay to be part of this ranking, nor is the ranking indicative of an advisor's future performance.