Private Advisor Group, LLC

RIASEC Registered

Total AUM

$57.7B

Discretionary

$57.7B

100% of AUM

Avg account

$339K

Accounts

170,206

Employees

930

Advisory reps

929

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: HNWI51.3%
Individuals44.05%
Corporations / Businesses1.68%
Pension & Profit Sharing Plans1.44%
Charitable Organizations0.76%
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. The firm is SEC-registered (2011) and serves a mix of individual and family clients as well as institutional accounts. Its service set includes comprehensive financial planning, discretionary portfolio management for individuals and for businesses or institutions, pension consulting and selection of sub-advisers, plus client education and published commentary. Fees are charged across multiple structures (percentage of AUM, hourly and fixed fees among others). The firm does not present itself as a capital allocator and is not identified as an active ESG investor. Industry relationships reported include broker-dealers, other investment advisers, accountants, law firms, pension consultants and real estate brokers. Private Advisor Group has been repeatedly recognized in industry rankings, including multiple Barron’s Top 100 RIA listings (2021–2025), Financial Times Top 300 (2020) and a Citywire 50 Growers Across America mention (2025).