Pinnacle Advisor Solutions Email Format

Financial ServicesMaryland, United States11-50 Employees

Pinnacle Advisor Solutions (PAS) operates as a division of Pinnacle Advisory Group and serves independent wealth management firms across the United States. It provides back-office services that address investments, operations, and compliance to support the independence and competitiveness of independent RIAs. By taking on these non-core activities, PAS aims to free advisors to focus on client relationships, financial planning, and new business development, while offering marketing and practice-management support to help grow the firm.

Based in Columbia, Maryland, PAS is part of the financial services sector and targets smaller to mid-sized advisory practices seeking to maintain independence. The broader organization is described as a fee-only, independent wealth management firm providing comprehensive financial planning and investment management to high net worth individuals and families.

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