Private Advisor Group

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Last updated: January 21st, 2020. Data source: SEC filings.

Private Advisor Group, federally registered in 2011, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 655 advisors. Private Advisor Group manages $19.4 billion and provides investment advisory services for 58,400 clients (1:90 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).

Trusted 2019 Trusted Firm

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 4
Percentage of Advisors Trusted 79%
Minimum Investment $0
Average Client Balance $332,171
Total AUM $19.4 billion
Advisor / Client Ratio 1:90
Headquarters Morristown, NJ
SEC Filings Forms and Brochures    (CRD # 155216)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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