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ADVISORS

Transform Your Practice

We’re here to help you reclaim your time by giving you access to the experience, scale, people, and resources needed to run a thriving practice – all while maintaining your independence.

INVESTORS

Effortless Account Access

With support from our advisor community, managing your investments is simple and secure. Access your accounts with confidence, knowing you’re in good hands.

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Simplify Your Day, Amplify Your Impact

As the financial profession evolves, staying on top of your practice can be time-consuming. With Private Advisor Group, you gain a partner who simplifies your operations, giving you more time to focus on what you love—advising your clients. Together, we’ll help your business grow while you enjoy the journey.

Growth Wheel of Private Advisor Group

Simplify Your Day, Amplify Your Impact

As the financial profession evolves, staying on top of your practice can be time-consuming. With Private Advisor Group, you gain a partner who simplifies your operations, giving you more time to focus on what you love—advising your clients. Together, we’ll help your business grow while you enjoy the journey.

Insights and Success Stories

Operating a high-growth virtual business presents unique opportunities...
The complexities of running a business are amplified by the pressures of expansion...

Our Impact in Numbers

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independent advisors nationwide

advisory assets under management1
$ 0 B

advisory assets under management

Barron’s top RIA firm2
# 0

Barron’s top RIA firm

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Private Advisor Group employees

Advisory assets as of June 30, 2024. Barron’s “Top 100 RIA Firms“ ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.

Our Community & Culture

Community Impact

From local charities to national initiatives, we’re committed to making a real difference through our community-focused events and outreach.

Meet Our Team

Our dedicated team brings passion and integrity to everything we do, supporting you and each other with unwavering commitment.

Annual Events

Our events, like the Annual Conference, are designed to inspire, connect, and foster a strong community with a sense of purpose.

Private Advisor Group and AK Financial Group gathered in Irvine , California

SUCCESS STORIES

How One Advisor Transformed Their Business

Discover how one advisor streamlined their business and achieved record-breaking results with our help. See what we did and how we can support your success too.

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