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ContinueWe are committed to helping advisors and firms thrive. We work alongside you as partners, ensuring minimal disruption while empowering you to maintain your unique approach. Together, we create a collaborative community that prioritizes integrity and flexibility, helping advisors and firms navigate the ever-evolving landscape of financial advice.
With a diverse team of over 50 dedicated professionals, we cultivate a family-like atmosphere where everyone is treated with respect and care—just like our clients. Our collaborative spirit drives us to support one another as we navigate the complexities of the financial landscape. Here, every voice matters, and together, we harness our collective expertise to transform the future of financial advice. Join us in building a community rooted in integrity and innovation, where we celebrate each other’s successes and work side by side to achieve our goals.
Chief Executive Officer, President
Head of Finance
Head of Marketing
Chief Compliance Officer
Co-founder, Strategic Partner Relations
Director of Business Development
Director of Operations
Executive Chair
Chief Operating Officer
Chief Financial Officer
Head of Advisor Advocacy & Technology
Co-founder, Executive Chair
Chief of Staff
Legal Counsel
Executive Assistant
President & Co-Founder - Botkin Family Wealth Management
Wealth Advisor - Capital Wealth Management
Strategic Wealth Manager - The Legacy Foundation
Owner - Guillaume & Freckman
Founder - Forge Wealth Management
CEO & Financial Consultant - Mercer Wealth Management
Director - Diversified Financial Consultants, LLC
President - Petersmark Financial Network
Owner - Anchor Financial Associates
Executive Assistant
Legal Counsel
Chief of Staff
Co-founder, Executive Chair
Head of Advisor Advocacy & Technology
Chief Financial Officer
Chief Operating Officer
Executive Chair
Director of Operations
Director of Business Development
Co-founder, Strategic Partner Relations
Chief Compliance Officer
Head of Marketing
Head of Finance
Chief Executive Officer, President
Owner - Anchor Financial Associates
President - Petersmark Financial Network
Director - Diversified Financial Consultants, LLC
CEO & Financial Consultant - Mercer Wealth Management
Founder - Forge Wealth Management
Owner - Guillaume & Freckman
Strategic Wealth Manager - The Legacy Foundation
Wealth Advisor - Capital Wealth Management
President & Co-Founder - Botkin Family Wealth Management
Be part of a team that feels like family. At Private Advisor Group, we’re looking for passionate individuals ready to grow and innovate together in a supportive environment.
Be part of a company that invests in your success. We offer a supportive and friendly work culture where you can grow and achieve your goals.
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.