1997
Co-founders Pat Sullivan and John Hyland created Morristown Financial Group to provide financial advice to clients.
Our Story
For more than 25 years, Private Advisor Group has been committed to partnering with independent financial advisors to help clients pursue financial freedom. Despite tremendous growth and national expansion over the decades, we tell our story so that we never forget our humble beginnings, the value of our familial culture, and our tradition of giving back to the communities we serve.
2010
The firm’s first conference is hosted at the Madison Hotel in Morristown, NJ to bring together advisors for learning and networking. This is also the genesis of the storied Wings N’ Things tradition. Ask us for the story.
2010
John Hyland, one of our co-founders, received the Invest in Others Community Service Award for his efforts to support the Leukemia and Lymphoma Society.
2011
Private Advisor Group was formed as an independent RIA, transitioning to an advisory-focused model and expanding to a national footprint.
2016
Private Advisor Group hosted the first Elite Retreat in Boca Raton, FL to recognize advisors and provide a forum for them to connect.
2016
Private Advisor Group launched the industry-leading patent-pending Monday Memo process to streamline compliance reporting, and FastTrack system to streamline the transition for newly affiliated advisors.
2018
Barron’s recognized Private Advisor Group as a Barron’s Top RIA Firm for the first time. Private Advisor Group has been ranked in the top 10 RIA firms every year from 2018 to 2022.
2018
Pat Sullivan, one of our co-founders, received the Invest in Others Lifetime Achievement Award for his efforts to support Good Grief.
2020
Private Advisor Group leveled up talent with strategic hires in leadership, technology, compliance, marketing, business growth, and advisor engagement, and increased flexibility with expanded custodial relationships.
2021
Private Advisor Group fundraised more than $60,000 for Covenant House New Jersey to help youth facing homelessness, and donated more than $15,000 to the Tunnels to Towers Foundation to provide homes to first responders, veterans, and their families.
2022
Private Advisor Group partnered with Merchant Wealth Partners to accelerate growth and launch the Advisor Alignment & Equity Participation Program to align interests with advisors and create value.
2022
Private Advisor Group launched WealthSuite, an exclusive multi-custodian in-house investment management platform offering core models and direct indexing capabilities to advisors.
2022
Private Advisor Group fundraised more than $100,000 for the Leukemia & Lymphoma Society to support the global fight against cancer, and donated $75,000 to the Invest in Others Foundation to support local nonprofits across the country.
2023
Private Advisor Group continued executing its long-term leadership vision with a strategic CEO transition, and recommitment to preserving our culture and strengthening our community.
Interested in playing a part in the next chapter of this exciting journey?
Join Private Advisor Group and become part of the story today.
*Private Advisor Group was ranked #6 in 2018, #3 in 2019, #6 in 2020, #7 in 2021, and #9 in 2022.
You’re Invited To Grow With Us