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EXPERIENCE TRUE

FREEDOM.

Enjoy 10 Pinkerton Freedoms

Transform your
Investment Advisory Firm. Become a Pinkerton Partner.

The 5-Stage Transformation to True Freedom

Transform. Grow. Enjoy.

Transform your business with tested-in-the-trenches systems.  Experience significant growth mentored by an RIA that built a billion-dollar RIA from scratch. Enjoy the fruits of your labor. For you, that means extra time, greater impact, and a whole lot more joy.

Pinkerton Partners Experience 53% Faster Revenue Growth

Industry
True Freedom
$500k
$1m
$2m

Based on the Charles Schwab 2023 RIA Benchmarking Study measuring industry median revenues on AUM at tier levels of $500k, $1m, and $2m, as compared to Pinkerton Partners median revenues for same tier levels averaged an additional 53% revenue growth.

Is Your RIA an Obstacle or a Partner in Your Success?

Determine if your RIA is empowering your success, or restricting your potential.

Take The Test

A 22-Point Test to uncover whether you have the autonomy, research, and growth strategies needed to thrive.

Advisor’s #1 Technology Pain Point is Disconnected Tech

with many realizing they have room to grow in their tech usage.¹

When their tech is actually integrated, 50% of advisors report increased growth through new client
acquisition — plus, greater operational efficiency (89%) and greater value to their clients (76%).²

Power your success with the All-In-One Software Program Used by Advisors.

Banish siloed tech forever and focus on what matters most – growing and scaling your business.

Learn More

Pinkerton Historical Timeline

{{current_slide_index}} {{total_slide_count}} Where It All Started. 1987 Our History Dan Pinkerton founds the company while a senior at Stanford University in Palo Alto, California. 1991 {{current_slide_index}} {{total_slide_count}} Back To His Roots. 1991 Our History Dan & Kathryn move Company to Anchorage, Alaska, where Dan was born and raised. 1987 1996 {{current_slide_index}} {{total_slide_count}} Progress. 1996 Our History Pinkerton Retirement Specialists, LLC incorporates in State of Idaho. 1991 1996 {{current_slide_index}} {{total_slide_count}} Building Our Foundation. 1997 Our History Company moves to Coeur d’Alene, Idaho. 1996 1999 {{current_slide_index}} {{total_slide_count}} Building The Portfolio. 1999 Our History W.E. Sherman & Co. is launched in in St. Louis, Missouri with their first algorithmic portfolio — Calendar Effects. 1997 2002 {{current_slide_index}} {{total_slide_count}} Executive Team Formed. 2002 Our History Meet the Leadership Team driving the Vision still today. 1999 2004 {{current_slide_index}} {{total_slide_count}} Welcome To The Ranch. 2004 Our History Pinkerton’s satellite office and ranch to the headquarters is created in Coeur d’Alene, Idaho. 1999 2004 {{current_slide_index}} {{total_slide_count}} National Recognition. 2007 Our History Pinkerton is ranked #47 in the “Top 100 Independent Advisors” in Nation by Registered Rep. 2004 2010 {{current_slide_index}} {{total_slide_count}} Extraordinary. 2010 Our History Pinkerton headlined in Barron’s Cover Story: Described as “Extraordinary” with Pinkerton’s Advance & Protect™ strategies. 2007 2010 {{current_slide_index}} {{total_slide_count}} Trusted. Awarded. Respected. 2010 Our History Awarded national “Advisor of the Year” by Registered Rep. Magazine. 2010 2015 {{current_slide_index}} {{total_slide_count}} Growing with Purpose. 2015 Our History Pinkerton acquires investment firms in Cleveland, OH and Spokane, WA, enlarging the team. 2010 2015 {{current_slide_index}} {{total_slide_count}} Building Financial Futures. 2015 Our History New Headquarters is completed. 2015 2020 {{current_slide_index}} {{total_slide_count}} Momentum Recognized. 2020 Our History Pinkerton ranked in “Top 50 Fastest Growth Firms” in nation by Financial Advisor Magazine. 2015 2022 {{current_slide_index}} {{total_slide_count}} Maximizing Returns. 2022 Our History Pinkerton acquires W.E. Sherman & Co., renames it Sherman Portfolios, LLC and registers it as an affiliated SEC RIA. 2020 2023 {{current_slide_index}} {{total_slide_count}} Among the Best. 2023 Our History Pinkerton ranked by Forbes in Top ½ of 1% of RIA’s in the nation. 2022 2023 {{current_slide_index}} {{total_slide_count}} Scaling New Heights. 2023 Our History Pinkerton surpassed $1 billion in assets under management. 2023 2024 {{current_slide_index}} {{total_slide_count}} Elevating the Brand. 2024 Our History Company changes its name and branding to Pinkerton Wealth, LLC. 2023 2024 {{current_slide_index}} {{total_slide_count}} Patent Approved. 2024 Our History Sherman Portfolios obtains its first patent on three of its exit strategy signals. 2024 2024 {{current_slide_index}} {{total_slide_count}} Legacy of Excellence. 2024 Our History Sherman Portfolios celebrates its 25th Anniversary. 2024 2025 {{current_slide_index}} {{total_slide_count}} Advising Without Borders. 2025 Our History Pinkerton Expands to 7 Locations, Stretching Coast to Coast—from Honolulu to South Carolina. 2024 2025 {{current_slide_index}} {{total_slide_count}} Milestone Achieved. 2025 Our History Sherman Portfolios surpasses $2 billion in AUM/AUA. 2025 2025 {{current_slide_index}} {{total_slide_count}} Celebrating the Journey. 2025 Our History Pinkerton Wealth celebrates its 38th Anniversary. 2025 2026 {{current_slide_index}} {{total_slide_count}} NAMED #1 FASTEST-GROWING TAMP. 2026 Our History True Freedom® Investing earns the top spot from America's Best TAMPs. 2025

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12 Proven Strategies to Transform Your Practice

Most Advisors can't Answer "YES" to these 12 Questions/Strategies--Elevate your Firm to the Next Level


Partner with Pinkerton Wealth and gain a dedicated team that prioritizes your success.
With cutting-edge technology, personalized support, and a commitment to excellence, we empower financial advisors to grow and thrive. Experience a collaborative approach that puts your goals first. Let’s build a stronger future together!

Pinkerton Wealth Partners

2000 John Loop
Coeur d’Alene, ID 83814

1.208.584.5447
1.800.634.2008
join@pinkertonpartners.com
Fax: 208.667.5868

Pinkerton Wealth, LLC is a Registered Investment Advisor, doing business as Pinkerton Wealth Partners. No client or potential client should assume that any information presented or made available on or through this website should be misconstrued as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

PRIVACY POLICY  | FORM CRS

©2026 Pinkerton Wealth Partners

Partner with Pinkerton Wealth and gain a dedicated team that prioritizes your success.
With cutting-edge technology, personalized support, and a commitment to excellence, we empower financial advisors to grow and thrive. Experience a collaborative approach that puts your goals first. Let’s build a stronger future together!

Pinkerton Wealth Partners

2000 John Loop
Coeur d’Alene, ID 83814

1.800.634.2008
1.208.584.5447
join@pinkertonpartners.com
Fax: 208.667.5868

Pinkerton Wealth, LLC is a Registered Investment Advisor, doing business as Pinkerton Wealth Partners.  No client or potential client should assume that any information presented or made available on or through this website should be misconstrued as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. 

PRIVACY POLICY  | FORM CRS

©2025 Pinkerton Wealth Partners

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