You are now leaving the "Private Advisor Group" Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.

Schwab is a registered broker-dealer, and is not affiliated with "Private Advisor Group" or any advisor(s) whose name(s) appears on this Website. "Private Advisor Group" is/are independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with "Private Advisor Group" under which Schwab provides "Private Advisor Group" with services related to your account.

Schwab does not review the "Private Advisor Group" Website(s), and makes no representation regarding the content of the Website(s). The information contained in the "Private Advisor Group" Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Continue

Private Advisor Group Announces New Advisor Council

Private Advisor Group Announces New Advisor Council

Private Advisor Group has formed a new Advisor Council to provide expertise and business insight towards the firm’s vision, strategy, future innovation and risk management. The council will participate in regular meetings, pilot programs and special projects working alongside the CEO and leadership team. The Advisor Council is a “key pillar to our commitment to having the advisor voice be the heart of everything we do,” states RJ Moore, CEO of Private Advisor Group.

Each council member has demonstrated leadership and passion for advancing the financial advice profession. Comprised of varying degrees of experience with diverse skillsets and practices, members have committed to a two-year term. Congratulations to:

  • Zach Bromley – Broadway Graham Wealth Partners
  • Susan Wilkinson – Wilkinson Wealth Management & Investment Advisory Services, LLC
  • Ener Almanza – Greene Wealth Management
  • Jimmy Dy – Main Street Wealth Management
  • Bill Rabbitt* – WP Financial
  • Stephanie McCullough* – American Financial Management Group

Learn more about the council members and see member bios by visiting privateadvisorgroup.com.

*These individuals are solely an investment advisor representative of Private Advisor Group and not affiliated with LPL Financial.

Comprehensive Compliance Bottom Page Become a Part of Private Advisor Group

ADVISOR NETWORK

Become A part of the Private Advisor Group Network

Ready to join a community designed to support your growth and independence?
Join Us

ADVISOR NETWORK

Become A part of the Private Advisor Group Network

Ready to join a community designed to support your growth and independence?
Explore Our Growth Model
News Mobile Advisor Network
Communication Conversation Chat Square Text 1-svg

Let's Talk

Experience how our community delivers the scale and resources to run a thriving practice—without sacrificing your independence.

Connect

Consent(Required)

Private Adviso Website White logo vector

305 Madison Avenue, Morristown, NJ 07960

Facebook-f X-twitter Youtube Linkedin-in

Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.

Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.

Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.

Participation in Barron’s Top 100 RIA Firms ranking is by invitation only, and limited to firms that meet the minimum eligibility requirements. As with all Barron’s rankings, we do not disclose the proprietary formula. Some general guidance on our methodology: Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking is not indicative of the firm’s past or future performance. Neither the firm nor its executives pay a fee to Barron’s in exchange for the ranking. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

To qualify for WealthManagement.com 2019 Thrive Awards list, applicants had to be based in the U.S., offer financial services to individual clients, and have a minimum revenue of $100,000. Applications were accepted from individuals, teams, and companies of all types and sizes – including solo advisors, ensembles, practices, family offices, investment adviser firms, and representatives of independent broker-dealers. The complete 2019 Thrive Awards list is available on WealthManagement.com and will be featured in the December 2019 issue of Wealth Management.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

© Private Advisor Group.

Search Popup Private Advisor Group Logo