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Pinnacle for Advisors

Going independent doesn’t have to mean going it alone. Let us help you bring your vision to life

Going out on your own is a big decision, but it can be beneficial for your clients—and rewarding personally and professionally for you. Pinnacle Advisor Group provides the guidance and collaborative support you need to smoothly transition to independence and keep day-to-day operations efficient, freeing you to devote more time to clients and growing your business.

In a world where the marketplace, industry practices, technologies, and regulations continue to change rapidly, you need a think tank to stay a step ahead. We keep you informed of developments that could affect your business and work with you to strengthen your business plans.

We can also help you with succession planning so when the time comes, you can realize the value you’ve built.

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Is Going Independent Right For You?

New regulations, fee compression, and fiduciary obligations are posing increasing challenges for financial advisors. How can you stay a step ahead in a changing world? Many of your colleagues are deciding to go independent, which allows them to deliver a greater variety of innovative services for clients.

Fast & Smooth Transition

If you’re like most advisors who are considering going independent, your transition is among your top concerns. How can you manage all the details? How long will it take? Will your revenue be interrupted? We’re here to put your mind at ease. Empowered by our sheer scale and close working relationships with LPL Financial, major custodians, technology partners, and other professional service partners, Private Advisor Group can guide you and your team through a seamless transition process that is so fast it sets the industry standard. Using FastTrack, our proprietary software system, most advisors transition to independence within 90 days—and as few as 30.