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

923

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 formed in 2011 that serves both individual/family and institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and businesses, pension consulting, selection of third‑party advisers, and investor education including periodicals and workshops. Its fee arrangements include percentage‑of‑AUM pricing alongside hourly and fixed fees. The organization operates as a limited liability company with ownership structured among domestic entities and individuals. It maintains relationships across the financial ecosystem — including broker‑dealers, other advisers, accounting and law firms, pension consultants, and real estate brokers — and does not position itself as a capital allocator. The firm does not identify as an active ESG investor. Private Advisor Group has been recognized in industry rankings: Financial Times’ Top 300 RIAs (2020), repeated Barron’s Top 100 RIA placements (2021–2025), and a Citywire 50 Growers Across America listing in 2025.