You’re invited to grow with us

Our Story

This is an exciting time for the financial advice profession! Investors and advisors alike are drawn to the independent model as more families and business owners recognize the value of advice and guidance, and freedom of choice.

In the pursuit of independence and the entrepreneurial vision for their practice, advisors continue to favor the independent RIA model. However, increased regulatory pressures, operational complexities, and strong competition can make navigating this opportunity arduous and time-consuming for advisors. We can help.

We’re fortunate to be the home for advisors and their teams who are wildly independent but don’t want to do it alone. Choosing to align with Private Advisor Group provides your independent practice with time back by giving you access to the experience, scale, people, and resources needed to run a thriving practice – all while maintaining your own identity.

We are passionate about our mission to: form meaningful relationships with financial advisors, inspire entrepreneurs to build successful independent businesses, and change the lives of everyday investors.

We deliver on that mission with valuable programs and resources, alongside dedicated and hardworking employees, a community of dynamic advisors, and strategic partners all aligned in the belief that more Americans deserve a better financial future.

An Invitation

It is with this in mind that I extend an invitation to you. Connect with us. Engage with us. Become a part of a community committed to doing things the right way, adapting to change head-on, treating each other like family, giving back to our communities, and enjoying the journey along the way.

You’re invited to grow with us.

Frank Smith

Frank Smith
Chief Executive Officer
Private Advisor Group