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

765

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 SEC‑registered advisory firm (registered in 2011) that serves both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management across retail and institutional segments, plus pension consulting, manager selection, investor education and published client communications. Fee arrangements include asset‑based fees alongside hourly and fixed‑fee engagements. The firm maintains business relationships across multiple industry types—broker‑dealer, other investment advisers, accounting and law firms, pension consultants and real‑estate brokers—which supports a multi‑channel distribution and referral model. Private Advisor Group has appeared on several industry lists, including Barron’s Top 100 RIA multiple years (2021–2025), Financial Times Top 300 in 2020 and Citywire’s 50 Growers list in 2025.