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

906

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 serving both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management services for individuals, small businesses and institutions, along with pension consulting, manager selection, publications and educational seminars. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. It operates with relationships across the broader financial services ecosystem, including broker-dealers, other investment advisers, accountants, law firms, pension consultants and real estate brokers. Private Advisor Group has received industry recognition over multiple years, including placements in Barron’s Top 100 RIA Firms (2021–2025), Financial Times Top 300 RIAs (2020) and Citywire’s 50 Growers Across America (2025).