COEUR d’ALENE — Pinkerton Wealth has been ranked as one of the Top 225 Registered Investment Advisors in the nation — the only firm in the Inland Northwest to do so.
As of Dec. 31, Pinkerton Wealth reported $1.25 billion in assets under management, indicating an 18.23% net growth in client assets in 2024. A 13.41% growth in assets per client was also reported, $1.6 million in average assets per client. The firm also reported a 4.26% increase in the number of clients served.
Dan Pinkerton, CEO of Pinkerton Wealth, called the recognition a reflection of the “team’s commitment to long-term relationships, values-driven financial planning, and rigorous investment discipline.
“Our growth continues to be rooted in trust, integrity and generational impact,” Pinkerton added.
The independent, advisor-led firm is based in Coeur d’Alene and operates through three core divisions: Private Wealth Management for individuals and families, Institutional Portfolios serving foundations, retirement plans, and endowments and a nationwide network of Partner Investment Advisor Firms.
Pinkerton Wealth Enterprises also owns Sherman Portfolios, which serves more than 600 investment firms, investment advisors and hedge funds globally.
