The Pinnacle Financial Group
Rockville Centre, NY·SEC-registered · CRD #164395
The Pinnacle Financial Group is an SEC-registered investment advisory firm in Rockville Centre, NY managing $1.4B across 3.7k client accounts, with 54 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
3.7k
Advisory staff
54
Fee model
Fee-based
How The Pinnacle Financial Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about The Pinnacle Financial Group
How much does The Pinnacle Financial Group manage?
Per its most recent SEC Form ADV filing (03/30/2026), The Pinnacle Financial Group reports $1.4B in regulatory assets under management across roughly 3.7k client accounts.
How does The Pinnacle Financial Group charge?
The Pinnacle Financial Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Pinnacle Financial Group a fiduciary?
Yes. The Pinnacle Financial Group is registered with the U.S. Securities and Exchange Commission (CRD #164395), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Pinnacle Financial Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Pinnacle Financial Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Rockville Centre, NY
Profile compiled from The Pinnacle Financial Group's public SEC Form ADV filing (CRD #164395, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Pinnacle Financial Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Pinnacle Financial Group? Claim this profile.