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

761

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 that provides fee-based wealth management and financial planning to individuals, families and institutional clients. The firm offers portfolio management for both personal and business/institutional accounts, pension consulting, selection of sub-advisers, and investor education through newsletters and seminars. It reports a mix of fee arrangements — percentage of assets under management, hourly and fixed fees — and is not positioned as a capital allocator or an active ESG investor. The firm maintains industry relationships that extend beyond advisory services, including affiliations with broker-dealers, other investment advisers, accounting and law firms, pension consultants and real estate brokers. Private Advisor Group has been recognized in third-party rankings over multiple years, including placements on Barron’s Top 100 RIA list (2021–2025), Financial Times’ Top 300 (2020) and Citywire’s 50 Growers (2025).