Pinnacle Advisor Solutions has partnered with Massachusetts based compliance consulting firm AdvisorAssist to add compliance to its suite of business solutions. Pinnacle Advisor Solutions provides business solutions addressing the major pain points experienced by solo practitioners and small ensembles – investments, operations and technology, business development, succession planning and now, compliance.
AdvisorAssist serves SEC and State regulated investment advisory firms across the nation, providing RIA formation and incubation services and tailored ongoing compliance and regulatory risk management programs. AdvisorAssist provides customized compliance programs, professional guidance and its unparalleled risk management technology to help advisors of all sizes stay ahead of the regulatory curve.
Chris Winn, CEO of AdvisorAssist says “I founded AdvisorAssist to guide entrepreneurial advisory firms through the maze of decisions and actions necessary to build, grow, protect and optimize their business. With Pinnacle we share a similar mission to help advisors grow their business, while mitigating business risks. Pinnacle provides exceptional operational, technology and investment resources for the teams they service. We are excited and humbled be a part of their trusted team.”
The partnership with AdvisorAssist rounds out the product offering available to independent advisors who participate in Pinnacle’s Strategic Independent Partnerships. “Since our inception in 2011, we have spoken to thousands of advisors and have identified the key areas where advisors are in need of help. Compliance is one of the pain points mentioned most often and we couldn’t be more pleased to be teaming with Chris and his organization to provide this service to advisors.” said John Hill, Pinnacle CEO.
