News

MORRISTOWN, NJ — February 26, 2024 Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Council Member and Financial Advisor, Susan Wilkinson has been recognized on Forbes’ America’s Top Women Wealth Advisors Best-in-State list. This is Wilkinson’s third consecutive year receiving this merited recognition from Forbes. Wilkinson is the founder and managing partner of Charlottesville-based, Wilkinson…

MORRISTOWN, NJ—February 7, 2024—Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announces that Poterack Capital Advisory, a four-person wealth management firm overseeing a reported more than $120 million in assets under management, has joined its advisor community. Led by Chief Executive Officer and Wealth Manager, Ryan Poterack, Poterack Capital Advisory provides full-service…

MORRISTOWN, NJ—February 1, 2024 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, proudly announces significant milestones in its ongoing strategic expansion. The company has recently relocated its Morristown, NJ headquarters to a state-of-the-art space while also opening a new office in Rock Hill, SC. Morristown, NJ Headquarters Relocation: Elevating Operations and…

MORRISTOWN, NJ—January 9, 2024 — Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Drake Financial Services, led by Robert K. Drake, has joined its community of advisors. Mr. Drake, who took the practice over from his father, has been providing holistic wealth management solutions for clients for over 30 years….

MORRISTOWN, NJ—November 8, 2023 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, is pleased to announce that its Chief Financial Officer, Adam Schorr, has been named a Defend the Fatherless Board Member. Schorr is a newly active member of Defend the Fatherless and will serve on the Development and Fundraising Committee….

MORRISTOWN, NJ—October 4, 2023—Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has been recognized by Barron’s as one of the top 10 registered investment advisory (RIA) firms on the publication’s listing of “2023 Top 100 RIA Firms.” The annual ranking of independent advisory companies, now in its eighth year, is compiled based…