News

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….

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….

MORRISTOWN, NJ — February 9, 2023 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. Also listed in 2022, this is Wilkinson’s second time earning this esteemed recognition from Forbes. Wilkinson is the founder and…

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that it has completed its planned succession, with Frank Smith officially assuming the role of Chief Executive Officer, capping off a year marked by strong growth. In 2022, Private Advisor Group attracted $4.4 billion in newly affiliated assets under management. …

For the fourth consecutive year, Private Advisor Group, one of the largest and fastest-growing wealth management firms in the country*, has been named a top-10 registered investment firm (RIA) on Barron’s list of ‘2022 Top 100 RIA firms….

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience….