Private Advisor Group, LLC

RIASEC RegisteredEst. 2011

Total AUM

$44.3B

Discretionary

$44.3B

100% of AUM

Avg account

$312K

Accounts

142,226

Employees

674

Advisory reps

911

Firm details

Headquarters: Morristown, New Jersey
CRD number: 155216
Registered since: January 3, 2011
Website: www.privateadvisorgroup.com
Custodians: LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI50.6%
Individuals44.93%
Corporations / Businesses1.86%
State / Municipal Government0.98%
Pension & Profit Sharing Plans0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Private Advisor Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm serves both individual and family clients as well as institutional clients, and it uses a mix of fee structures that include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Advisory services listed by the firm cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, selection of other advisers, publication of periodicals/newsletters, and educational seminars and workshops. The firm maintains industry relationships across several professional channels, including broker-dealers, other investment advisers, accounting and law firms, pension consultants and real estate brokers. Private Advisor Group does not identify as an active ESG investor. It has been recognized in industry rankings, including Financial Times’ Top 300 RIA Firms (2020), multiple Barron’s Top 100 RIA Firm listings (2021, 2022, 2023, 2024, 2025) and a Citywire 50 Growers Across America mention in 2025.