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

931

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 and registered with the SEC in 2011. The firm serves both individual/family and institutional clients, delivering financial planning, portfolio management for individuals and businesses, pension consulting, manager selection services, and educational content such as periodicals and seminars. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed fees. The firm does not position itself as a capital allocator; instead, it uses outside managers and pooled vehicles for certain strategies. It does not report an active ESG investing program. Private Advisor Group has been recognized in industry rankings, including multiple appearances on Barron’s Top 100 RIA list (2021–2025), Financial Times’ Top 300 RIAs (2020), and Citywire’s 50 Growers Across America (2025).