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

Jim Perhacs

Adam J. Schorr

James Sullivan

Patrick Sullivan

Patrick R. Sullivan

Jim Hooks

John Hyland

Donald Pfarr

Michael P. Desaulnier

William Hart

Ira Berkowitz

Will Davis

Warren Gallagher

Robert Moore

David Cariani

This department provides financial advice and planning services to clients.

Financial Services

This department provides financial planning and investment strategies to help clients grow and manage their wealth.

Wealth Management

This department focuses on strategies and initiatives to enhance growth and engagement for advisors.

Advisor Engagement

This department oversees strategic decision-making and organizational management.

Executive Leadership

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.

Marketing Team

This department ensures adherence to laws, regulations, and internal policies, promoting ethical conduct throughout the organization.

Private Advisor Group

Org chart

Board & advisors

Teams

Financial Services

Wealth Management

Advisor Engagement

Executive Leadership

Marketing Team

Compliance Department

Offices

Private Advisor Group

Org chart

Board & advisors

Teams

Financial Services

Wealth Management

Advisor Engagement

Executive Leadership

Marketing Team

Compliance Department

Offices

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