Broker Check

Private Advisor Group

Private Advisor Group serves independent advisors with a comprehensive solution, based on the successful business model of LPL Financial's largest branch office. Private Advisor Group brings together a vast network of financial professionals, bonded by standards of excellence and a commitment to serving clients. We provide a broad range of services, flexibility and support so that advisors may focus on what they do best: manage their clients' financial objectives.

Private Advisor Group provides compliance supervision and business development services with a hybrid RIA model to a diverse group of independent advisors across the nation. Founded in the spring of 2011, the firm seeks to share the successful experience of advisory firm Morristown Financial Group, the largest of LPL Financial's branch offices, founded by six experienced financial professionals in 1997. Private Advisor Group offers the innovative solution developed for Morristown Financial Group to advisors across the country looking for a broker-dealer relationship or to operate within a hybrid RIA model.

With no proprietary products or direct affiliation with any investment company advisors within the Private Advisor Group network have the freedom to choose from a broad scope of financial products and services. They are empowered to make decisions on a local, individual client basis. And best of all, they have more time to serve their clients while we handle compliance and administrative tasks for them. Our hybrid RIA model offers the best of both worlds – independence combined with deep and far-reaching networks of support.

Independent Financial Advisors who work with Private Advisor Group have the freedom to decide where they want their clients’ assets to be held.  Our independent advisors enjoy the benefit of choice.  Custodians we have relationships with include:

Ameritrade Institutional        Charles Schwab Advisor Services        Fidelity Investments            LPL Financial        

Learn more about the Private Advisor Group