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 has assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
Kevin Sullivan, Private Advisor Group’s Director of Enterprise Growth, shared “Tim consistently demonstrates and delivers expertise and dedication to his clients and our profession. He’s certainly one to watch and this recognition serves as a testament to his exceptional abilities. Congratulations to Tim, his growing team, and all advisors featured on AdvisorHub’s list.”
AdvisorHub’s 2023 Advisors to Watch were selected based on scale, growth and professionalism from many different business models with impressive momentum. See the full list of featured financial advisors by visiting advisorhub.com.
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.
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.