Triad Advisors, a wholly owned subsidiary of Ladenburg Thalmann Financial Services, and a leading independent advisory and brokerage (IAB) firm supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, announced that Boston-area independent advisory firm Pinnacle Private Wealth has joined its broker-dealer and hybrid RIA custodial platforms.
Headquartered in Woburn, Mass., Pinnacle Private Wealth is an independent financial advisory firm that provides financial planning, investment and risk management, and retirement planning services for pre-retirees and high-net-worth individuals. Pinnacle has more than $750 million in total advisory and brokerage client assets in addition to managing insurance needs, and currently consists of seven financial advisers and three support staff.
“Our goal is to continue to give Pinnacle advisers access to the technology and the platforms needed to stay ahead in an ever-changing advisory world,” said Myles Dudley, co-founder of Pinnacle. “Pinnacle aims to be a premier destination for advisers and their clients and this change helps us continue to move closer to that goal.”
