LP Profile

Private Advisor Group

Also known as private advisor

Wealth ManagerMorristown, United StatesFounded 2010
$35.2B
Assets Under Management
Morristown
Headquarters
Investment Focus

About Private Advisor Group

Private Advisor Group is a wealth management and advisor support firm based in Morristown, United States, founded in 2010. It serves independent financial advisors and registered investment advisers, providing compliance, operations, technology, investment management, legacy planning, transition and marketing support while advisors keep their independence. The firm works with flexible custodians and reports about $35.2 billion in assets under management. Its website states it was ranked No. 5 on Barron's 2026 Top 100 RIA Firms. Investors access their accounts through the advisor community the firm supports.

Preferred Sectors & Themes

Financial ServicesMedia and EntertainmentProfessional Services
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Private Advisor Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$44.3B
Total Clients
142,226
Filing Date
May 21, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Private Advisor Group?

Private Advisor Group is a wealth manager based in Morristown, United States, managing approximately $35.2B in assets.

Where is Private Advisor Group headquartered?

Private Advisor Group is headquartered in Morristown, United States.

How much does Private Advisor Group manage?

Private Advisor Group manages approximately $35.2B in assets under management.

When was Private Advisor Group founded?

Private Advisor Group was founded in 2010.

What does Private Advisor Group invest in?

Private Advisor Group focuses on Financial Services, Media and Entertainment, Professional Services.

How can I contact Private Advisor Group?

Verified contact details, key decision-makers, and investment preferences for Private Advisor Group are available on LPbacked. Create a free account to access them.