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 economic interest in the overall Private Advisor Group community and serves to elevate and expand the value of their practice. With thousands of entries from financial firms across the country, ‘Wealthies’ are awarded for initiatives that provide independent RIAs with business, technology, marketing, compliance and practice management resources designed to provide scale, convenience and cost-savings to run better businesses.
On September 7th, 2023, Private Advisor Group will join fellow finalists in the New York City ceremony for its support and empowerment of financial advisor success, and its innovative impact on the financial services industry’s future. Private Advisor Group is a proud silver-level sponsor of the ceremony. This year’s winners across 92 categories will be chosen by an independent panel of judges from more than 400 finalists. To view the full list of “Wealthies” finalists, and to learn more about the industry-leading awards program, see here.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $25 billion in assets under management as of December 31, 2022, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top ten registered investment advisory firm since 2019.
*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.