News

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

Private Advisor Group Recognized as Finalist for Ninth Annual “Wealthies” Awards

MORRISTOWN, NJ, Monday, August 28, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that it has earned recognition as a finalist for the 2023 Wealth Management Industry Awards in the Advisor Support Platforms category for its Alignment & Equity Program. Launched in March last year, the program provides advisors with direct…

Published: August 28, 2023

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Private Advisor Group Recognized as Finalist for Three Awards for the 3rd Annual ThinkAdvisor Luminaries

MORRISTOWN, NJ, Friday, August 18, 2023 /  Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that it has been recognized as a finalist for three 2023 ThinkAdvisor Luminaries Awards. Private Advisor Group gained recognition as a finalist for Community Impact, Executive Leadership, and Financial Investment Innovation. The firm will be honored…

Published: August 18, 2023

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Private Advisor Group’s Timothy Brunnock of Trinity Financial Strategies Named Among AdvisorHub’s 100 Solo Advisors to Watch

MORRISTOWN, NJ, Tuesday, July 25, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced Timothy Brunnock, founder and independent financial advisor with Trinity Financial Strategies, has been named among AdvisorHub’s 100 Solo Advisors to Watch. As a Top 100 Solo Advisor to Watch, Timothy has been recognized as an advisor who…

Published: July 25, 2023

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Private Advisor Group’s Stephanie McCullough of Sofia Financial Named Among Top 10 on The Investopedia 100

MORRISTOWN, NJ, Monday, July 17, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced Stephanie McCullough, founder and independent financial advisor with Sofia Financial, has been named among the top 10 financial advisors on The Investopedia 100 Top Financial Advisors. McCullough was recognized for using her platforms and influence in the…

Published: July 17, 2023

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Private Advisor Group Supports WP Financial with $95 Million AUM Acquisition

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….

Published: June 29, 2023

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Private Advisor Group’s Joe Conroy of Harford Retirement Planners Named 40 Under 40 Finalist

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….

Published: June 5, 2023

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