Private Advisor Group is today’s independent advisor solution built to support successful independent financial advisors, allowing them to stay focused on their business

Finance

Private Advisor Group

Private Advisor Group's headquarters in Morristown, NJ, United States

Frank Smith

Patrick Sullivan

James Sullivan

Jim Perhacs

Jim Hooks

Adam J. Schorr

Donald Pfarr

Paul Colwell

Michael P. Desaulnier

William Hart

Ira Berkowitz

Will Davis

Warren Gallagher

Robert Moore

David Cariani

The Financial Advisory Team at Private Advisor Group provides personalized financial planning and investment strategies to clients, helping them achieve their financial goals. With a diverse group of professionals, including Senior Wealth Managers and LPL Registered Principals, the team offers expert guidance on wealth management, retirement planning, and risk assessment, ensuring that independent financial advisors can effectively serve their clientele while focusing on their business growth.

Financial Advisory Team

The Compliance Team at Private Advisor Group ensures that all financial advisory practices adhere to regulatory standards and internal policies. They provide guidance, support, and oversight to advisors, helping them navigate compliance requirements while focusing on their core business. This team conducts training, audits, and ongoing assessments to maintain high compliance standards, safeguarding both the firm and its clients.

Compliance Team

The Leadership Team at Private Advisor Group is responsible for setting strategic direction, ensuring operational efficiency, and maintaining compliance across the organization. Comprising experienced professionals from finance, operations, compliance, and strategic partnerships, this team drives initiatives that enhance support for independent financial advisors, fostering growth and success while navigating regulatory landscapes.

Leadership Team

The Operations Team at Private Advisor Group is dedicated to enhancing the efficiency and effectiveness of internal processes that support independent financial advisors. By managing client onboarding, ensuring smooth transitions, and overseeing accounting and compensation, the team streamlines operations and improves the advisor experience. Additionally, they leverage Salesforce to optimize data management and client services, ensuring advisors can focus on growing their businesses.

Operations Team

The Finance and Accounting Team at Private Advisor Group is responsible for managing the financial health of the company and supporting independent financial advisors. This team oversees accounting operations, handles billing and compensation processes, and ensures compliance with financial regulations, enabling advisors to concentrate on their client relationships and business growth.

Finance and Accounting Team

The Marketing Team at Private Advisor Group is responsible for developing and executing strategic marketing initiatives to enhance the visibility and reputation of the company. They create targeted campaigns, manage digital marketing efforts, and produce engaging content to attract and retain independent financial advisors. By analyzing market trends and leveraging data, the team ensures that the firm effectively communicates its value proposition and supports advisors in growing their businesses.

Private Advisor Group

Org chart

Board & advisors

Teams

Financial Advisory Team

Compliance Team

Leadership Team

Operations Team

Finance and Accounting Team

Marketing Team

Offices

Private Advisor Group

Org chart

Board & advisors

Teams

Financial Advisory Team

Compliance Team

Leadership Team

Operations Team

Finance and Accounting Team

Marketing Team

Offices

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