News

By Kenneth Corbin / March 18, 2022 / Barron’s Private Advisor Group, a large and growing registered investment advisor based in Morristown, N.J., has bought Investors Financial Group, a Minnesota-based RIA with nearly $2 billion in assets under management. Through the deal, IFG can retain its brand, but will gain access to additional resources to develop the business and plan for…

By Tobias Salinger / March 16, 2022 / Financial Planning Three months after receiving its first infusion of outside capital, Private Advisor Group acquired a multibillion-dollar RIA with 28 financial advisors. Morristown, New Jersey-based Private Advisor has reached its size of 700 advisors with more than $30 billion in assets under management largely through recruiting and organic growth as a hybrid…

MORRISTOWN, NJ, March 16, 2022 / PRNewswire Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that it has acquired registered investment advisor (RIA) firm, Investors Financial Group (IFG). Servicing over $1.86 billion in advisory assets under management as of December 31, 2021, IFG will transition its RIA management to Private Advisor Group,…

MORRISTOWN, NJ, March 14, 2022 / PRNewswire.com Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country* is pleased to announce that its Cofounder and Managing Partner, John Hyland, has been named Invest in Others Board Chair effective March 3, 2022.   Hyland and the Private Advisor Group team have a longstanding history supporting the…

MORRISTOWN, NJ, February 17, 2022 / PRNewswire.com 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. Wilkinson is the founder and managing partner of Charlottesville-based, Wilkinson Wealth Management. Having served in the investment…

MORRISTOWN, NJ, February 1, 2022 /PRNewswire.com/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that it will close 2021 with a record $3.3 billion in assets under management onboarded through the addition of new independent advisor practices. Frank Smith, Private Advisor Group’s Head of Advisor Growth shared, “the strong recruiting momentum…