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

905

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 registered with the SEC since 2011. The firm serves both individual and family clients as well as institutional accounts and offers a mix of financial planning, discretionary portfolio management, pension consulting, adviser selection, publications, and educational programming. Its fee arrangements include percentage-of-AUM billing as well as hourly, fixed, and other fee structures. The firm does not present itself as an active ESG investor and is not listed as a capital allocator. Private Advisor Group has been recognized in industry rankings over several years, including inclusion in the Financial Times Top 300 RIAs (2020), multiple Barron’s Top 100 RIA Firm listings (2021–2025), and a Citywire “50 Growers Across America” nod in 2025.