News

Follow the latest happenings and important updates at Private Advisor Group.

Private Advisor Group Celebrates ThinkAdvisor Luminaries Recognition

MORRISTOWN, NJ (September 23, 2024) — Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, was named a finalist in three categories for ThinkAdvisor’s 2024 Luminaries Awards. Now in its fourth year, ThinkAdvisor’s Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.  Private Advisor…

Published: September 23, 2024

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Private Advisor Group Creates Efficient Path to Succession, Continuity and M&A

MORRISTOWN, NJ, August 8, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced a new path to succession planning, business continuity, M&A, and hiring through a partnership with Succession Link. Advisors looking to buy a practice, hire, sell, or find a continuity partner can now kickstart planning with Succession Link. With…

Published: August 8, 2024

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Private Advisor Group Advisors Earn Honorable Mention for 18th Annual Invest in Others Awards

MORRISTOWN, NJ, July 18, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that two if its financial advisors, Will Hoffman and Susan Wilkinson, have earned honorable mentions for the 18th Annual Invest in Others Awards. Invest in Others recognizes financial advisors who volunteer their time, talent, and resources to support nonprofits, positively impacting various…

Published: July 18, 2024

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Private Advisor Group’s Ryan Brunnock of Trinity Financial Strategies ranked in 2024 Top 100 Next Gen Advisors to Watch 

MORRISTOWN, NJ, July 2, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Financial Advisor, Ryan Brunnock, has been ranked among the top 100 Next Gen advisors in the United States in the 2024 Advisors to Watch list published by AdvisorHub. The annual list recognizes the largest and fastest-growing practices run by…

Published: July 2, 2024

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Private Advisor Group Welcomes Delisanti Wealth Management

MORRISTOWN, NJ—June 25, 2024 —Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, welcomes Delisanti Wealth Management. Led by Owner and President, Robb Delisanti, the practice oversees a reported $155 million in assets under management. Based in Rochester, NY, Delisanti Wealth Management helps investors from every background, encompassing new entrants to the professional…

Published: June 25, 2024

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Private Advisor Group Leaders Named Finalist for Two WealthManagement.com “Wealthies” Awards

MORRISTOWN, NJ—June 17, 2024 – Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, is proud to announce that it has been selected as a finalist for two awards by WealthManagement.com in its “Wealthies” Industry Awards, which honor and celebrate outstanding achievement in support of financial advisor success. Private Advisor Group’s CEO Frank Smith…

Published: June 17, 2024

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