Private Advisor Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · New Jersey, United States · 201-500 Employees
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Overview
Headquarters
305 Madison Ave, Morristown, New Jersey,...Phone Number
(973) 538-7010Website
www.privateadvisorgroup.comRevenue
$6.9 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
3
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About Private Advisor Group
Private Advisor Group provides independent financial advisors and Registered Investment Advisors (RIAs) with tools and services aimed at simplifying operations, fostering growth, and maximizing client impact. Their offerings include comprehensive compliance, efficient operations, innovative technology, and investment management. The company focuses on empowering financial professionals while maintaining their independence, thus enhancing the advisor-client relationship. Private Advisor Group supports a community of advisors dedicated to improving their practice and client service.Explore more
Private Advisor Group Org Chart
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Activity Insights
Private Advisor Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Private Advisor Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Private Advisor Group.
Private Advisor Group Tech Stack
A closer look at the technologies used by Private Advisor Group
Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Person-Based
Partnership
Person-Based
Award
Award
Facilities Relocation / Expansion
Facilities Relocation/Expansion
Private Advisor Group News & Media
Private Advisor Group Launches Fit to Serve Foundation to Support Advisor Wellbeing and Community Impact
Foundation to Celebrate Its Mission with Inaugural Fit to Serve Golf Classic in April MORRISTOWN, N.J., March 4, 2026 /PRNewswire/ -- Private Advisor Group today formally announced the launch of Fit to Serve, its independent charitable foundation with a mission to empower financial...LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth
SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Robert Woodend, CRPC®, has joined LPL Financial’s broker-dealer and will be leveraging the Private Advisor Group (PAG) Registered Investment Advisor (RIA) platform and infrastructure as part of his transition to Memphis Planning and Wealth, an established LPL and PAG aligned practice. Woodend reports serving approximately $150 million in advisory, brokerage and retirement plan assets* and joinsPrivate Advisor Group Advances Strategic Priorities with Key Hires
MORRISTOWN, N.J., Feb. 11, 2026 /PRNewswire/ -- Private Advisor Group announced several strategic hires across advisor growth, finance, strategy, operations and sales enablement, reinforcing the firm's continued investment in resources and talent to support its advisor community. The...Private Advisor Group: An Open-Architecture Approach
Patrick R. Sullivan, chief of staff and head of technology for Private Advisor Group, an LPL OSJ, discusses the range of options available to its network of advisors.
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Frequently Asked Questions Regarding Private Advisor Group
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Private Advisor Group provides independent financial advisors and Registered Investment Advisors (RIAs) with tools and services aimed at simplifying operations, fostering growth, and maximizing client impact. Their offerings include comprehensive compliance, efficient operations, innovative technology, and investment management. The company focuses... Read More
