In the News
Pinkerton Retirement: Among the Nation's Top Wealth Management Firms
Over the years, Pinkerton Retirement has regularly received local and national awards and recognition. We consider this a reflection of our hard work and persistence to provide the best service and value to you, our clients. The PRS team has been featured in many publications including Barron's, Financial Times, Research magazine, Registered Rep magazine, and our local Coeur d'Alene Press over the years. Awards were based on voluntary submissions by the candidates and included independent research by the sponsor of the award. Advisors did not pay to be part of this ranking, and the awards provide no assurance of future performance.
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When we kicked off the 50 Growers Across America project in 2020, our goal was simple: Find out which planning-centric RIAs are making the most headway in their own markets. For our 2020 and 2021 reports, we looked at growth over the prior few years, zooming out in order to get a clearer picture. This year we decided to switch things up and look only at growth during 2021. We expected that the change in methodology would produce a whole new crop of RIAs – perhaps those who stuck closer to the sidelines in the preceding years but turned on the burners last year. Read More»
Financial Advisor Magazine 2019 ranks PRS #1 in Idaho and #416 nationally. Financial Advisor Magazine ranked Pinkerton Retirement Specialists, LLC (PRS) #1 in the state of Idaho and #416 in the top 500 Registered Investment Advisors in the nation based on assets under management in their July, 2019 issue: Read More»
Pinkerton Retirement Specialists earns fiduciary excellence certification. April 4th, 2018 Pinkerton Retirement Specialists, LLC is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for PRS as it signifies conformity to a recognized global standard of fiduciary excellence. Read More »
PINKERTON RETIREMENT SPECIALISTS, LLC RANKED 2017 TOP 100 EMERGING WEALTH MANAGER November 28, 2017 Pinkerton Retirement Specialists, LLC is thrilled to announce we are ranked #10 in the nation on the RIA Channel® 2017 list of Top 100 Emerging Wealth Managers. Read More »
For the third time, February 2015, Barron’s magazine has ranked Dan Pinkerton as the No. 1 financial advisor in Idaho. The announcement comes in this week’s national cover story. Pinkerton is the only advisor in Idaho to receive the ranking three times. Read More »
As published in the March 25, 2015 issue, Financial Times magazine ranked Pinkerton one of the Top 400 Advisors in the United States for 2015. Pinkerton is the only advisor in Inland Northwest Region that received this award: Read More »
Barron's Names Pinkerton "Extraordinary" in their February 2010 cover story: Read More »
Outstanding Advisor of the Year accolade is ranked based on “veteran financial advisors who exemplify the highest standards of professionalism and are active in charitable giving and mentoring. Registered Investment Advisors must have a minimum of $100 million in assets. Advisors must have a clean compliance record with a minimum of three year’s experience. Winners will be judged primarily on community involvement and philanthropic activities.” Advisor did not pay to be part of this ranking, nor is the ranking indicative of advisor’s future performance.
The largest financial magazine in the nation specifically for financial advisors "Registered Rep. Magazine" announced in their May, 2010 cover story article, that Dan Pinkerton is a recipient of their 2010 Outstanding Advisor Award. Their detailed selection process lasted a few months and was based not only on Pinkerton Retirement Specialists success within the industry, but also on PRS' philanthropic impact on its community. Read More »
Pinkerton was named to Registered Rep. Magazine’s "Top 100 Independent Advisors" in America based on assets under Management in August 2007, 2008 and 2010 issues. Registered Rep. Magazine discontinued the Top 100 ranking after 2010, as Barron’s Magazine had begun publishing the “The Winner’s Circle” Top Advisors at that time. Read More »
