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ContinueWhat started as a simple vision to redefine financial advice has grown into a community of independent advisors dedicated to helping others succeed. Our journey is built on relationships, innovation, and the belief that integrity is non-negotiable. Together, we’ve shaped a legacy of meaningful impact—one rooted in supporting advisors and empowering them to create change for their clients.
Our mission is to form meaningful relationships with financial advisors, inspire entrepreneurs to build successful independent businesses, and change the lives of everyday investors.
Our vision is to open the door…
...to financial freedom for investors.
...to true independence for financial advisors.
...to growth for our communities.
Co-founders Pat Sullivan and John Hyland created Morristown Financial Group to provide financial advice to clients.
We hosted our first conference at the Madison Hotel in Morristown, NJ, introducing the Wings N’ Things tradition. Our co-founder John Hyland also received the Invest in Others Community Service Award for his support of the Leukemia and Lymphoma Society.
Private Advisor Group was formed as an independent RIA, transitioning to an advisory-focused model and expanding to a national footprint.
We launched the Elite Retreat in Boca Raton, FL, and introduced the Monday Memo process and FastTrack system, enhancing compliance and advisor transitions.
We were recognized by Barron’s as a Top RIA Firm, a ranking we maintained in the top 10 from 2018 to 2022. Our co-founder Pat Sullivan received the Invest in Others Lifetime Achievement Award for his dedication to Good Grief.
Private Advisor Group leveled up talent with strategic hires in leadership, technology, compliance, marketing, business growth, and advisor engagement, and increased flexibility with expanded custodial relationships.
Private Advisor Group fundraised more than $60,000 for Covenant House New Jersey to help youth facing homelessness, and donated more than $15,000 to the Tunnels to Towers Foundation to provide homes to first responders, veterans, and their families.
We partnered with Merchant Wealth Partners to launch the Advisor Alignment & Equity Participation Program and introduced WealthSuite, enhancing our advisory services. We also raised over $100,000 for the Leukemia & Lymphoma Society and $75,000 for the Invest in Others Foundation.
Private Advisor Group continued executing its long-term leadership vision with a strategic CEO transition, and recommitment to preserving our culture and strengthening our community.
We continue to lead with innovative solutions and unwavering dedication to our advisors and community. Our focus is on empowering financial professionals with cutting-edge tools and a supportive network, ensuring every advisor can grow their practice and serve their clients with excellence.
Co-founders Pat Sullivan and John Hyland created Morristown Financial Group to provide financial advice to clients.
We hosted our first conference at the Madison Hotel in Morristown, NJ, introducing the Wings N’ Things tradition. Our co-founder John Hyland also received the Invest in Others Community Service Award for his support of the Leukemia and Lymphoma Society.
Private Advisor Group was formed as an independent RIA, transitioning to an advisory-focused model and expanding to a national footprint.
We launched the Elite Retreat in Boca Raton, FL, and introduced the Monday Memo process and FastTrack system, enhancing compliance and advisor transitions.
We were recognized by Barron’s as a Top RIA Firm, a ranking we maintained in the top 10 from 2018 to 2022. Our co-founder Pat Sullivan received the Invest in Others Lifetime Achievement Award for his dedication to Good Grief.
Private Advisor Group leveled up talent with strategic hires in leadership, technology, compliance, marketing, business growth, and advisor engagement, and increased flexibility with expanded custodial relationships.
Private Advisor Group fundraised more than $60,000 for Covenant House New Jersey to help youth facing homelessness, and donated more than $15,000 to the Tunnels to Towers Foundation to provide homes to first responders, veterans, and their families.
Private Advisor Group continued executing its long-term leadership vision with a strategic CEO transition, and recommitment to preserving our culture and strengthening our community.
We continue to lead with innovative solutions and unwavering dedication to our advisors and community. Our focus is on empowering financial professionals with cutting-edge tools and a supportive network, ensuring every advisor can grow their practice and serve their clients with excellence.
Co-founders Pat Sullivan and John Hyland created Morristown Financial Group to provide financial advice to clients.
We hosted our first conference at the Madison Hotel in Morristown, NJ, introducing the Wings N’ Things tradition. Our co-founder John Hyland also received the Invest in Others Community Service Award for his support of the Leukemia and Lymphoma Society.
Private Advisor Group was formed as an independent RIA, transitioning to an advisory-focused model and expanding to a national footprint.
We launched the Elite Retreat in Boca Raton, FL, and introduced the Monday Memo process and FastTrack system, enhancing compliance and advisor transitions.
We were recognized by Barron’s as a Top RIA Firm, a ranking we maintained in the top 10 from 2018 to 2022. Our co-founder Pat Sullivan received the Invest in Others Lifetime Achievement Award for his dedication to Good Grief.
Private Advisor Group leveled up talent with strategic hires in leadership, technology, compliance, marketing, business growth, and advisor engagement, and increased flexibility with expanded custodial relationships.
Private Advisor Group fundraised more than $60,000 for Covenant House New Jersey to help youth facing homelessness, and donated more than $15,000 to the Tunnels to Towers Foundation to provide homes to first responders, veterans, and their families.
Private Advisor Group continued executing its long-term leadership vision with a strategic CEO transition, and recommitment to preserving our culture and strengthening our community.
We continue to lead with innovative solutions and unwavering dedication to our advisors and community. Our focus is on empowering financial professionals with cutting-edge tools and a supportive network, ensuring every advisor can grow their practice and serve their clients with excellence.
Co-founders Pat Sullivan and John Hyland created Morristown Financial Group to provide financial advice to clients.
We hosted our first conference at the Madison Hotel in Morristown, NJ, introducing the Wings N’ Things tradition. Our co-founder John Hyland also received the Invest in Others Community Service Award for his support of the Leukemia and Lymphoma Society.
Private Advisor Group was formed as an independent RIA, transitioning to an advisory-focused model and expanding to a national footprint.
We launched the Elite Retreat in Boca Raton, FL, and introduced the Monday Memo process and FastTrack system, enhancing compliance and advisor transitions.
We were recognized by Barron’s as a Top RIA Firm, a ranking we maintained in the top 10 from 2018 to 2022. Our co-founder Pat Sullivan received the Invest in Others Lifetime Achievement Award for his dedication to Good Grief.
Private Advisor Group leveled up talent with strategic hires in leadership, technology, compliance, marketing, business growth, and advisor engagement, and increased flexibility with expanded custodial relationships.
Private Advisor Group fundraised more than $60,000 for Covenant House New Jersey to help youth facing homelessness, and donated more than $15,000 to the Tunnels to Towers Foundation to provide homes to first responders, veterans, and their families.
Private Advisor Group continued executing its long-term leadership vision with a strategic CEO transition, and recommitment to preserving our culture and strengthening our community.
We continue to lead with innovative solutions and unwavering dedication to our advisors and community. Our focus is on empowering financial professionals with cutting-edge tools and a supportive network, ensuring every advisor can grow their practice and serve their clients with excellence.
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Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
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.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
