News

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

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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Private Advisor Group Adds Invesco as an Investment Strategist to its WealthSuite Platform

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: May 23, 2023

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Private Advisor Group Strengthens Strategic Finance Team as it Scales for Continued Growth

Private Advisor Group has announced that Adam Schorr has been named its Chief Financial Officer (CFO). Petra Barone, will assume a new role as Head of Finance. Together, they bring decades of strategic finance experience to the leadership team and will strengthen the accounting and finance functions while continuing to capitalize on both organic growth and strategic opportunities ahead….

Published: April 4, 2023

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