Advisors
Going independent doesn’t have to mean going it alone. Let us help you bring your vision to life.
You're Invited To Grow With Us
Going out on your own is a big decision, but it can be beneficial for your clients—and rewarding personally and professionally for you. Private Advisor Group provides the guidance and collaborative support you need to smoothly transition to independence and keep day-to-day operations efficient, freeing you to devote more time to clients and growing your business.
Explore Growth
Ready for access to a dynamic community positioned to help financial advisors achieve growth, realize efficiencies, and experience independence supported by true collaboration? Let us help you navigate what’s next.
Join UsIs Going Independent Right For You?
New regulations, fee compression, and fiduciary obligations are posing increasing challenges for financial advisors. How can you stay a step ahead in a changing world? Many of your colleagues are deciding to go independent, which allows them to deliver a greater variety of innovative services for clients.
Growing Smarter
In a world where the marketplace, industry practices, technologies, and regulations continue to change rapidly, you need a think tank to stay a step ahead. Our team is on it. We keep you informed of developments that could affect your business and work with you to strengthen your business plans.
We can also help you target the right clients and potential partners to achieve your vision, increasing the value of your firm. And we can help you with succession planning so when the time comes, you can realize the value you’ve built.
Collaborative Community
When you join us as an independent advisor, you become part of a community of likeminded, client-focused advisors who are committed to do what it takes to be successful entrepreneurs and financial professionals. By participating in webinars, in-person events, and topical discussions with your peers, you’ll glean insights you can use from industry professionals and advisors like you.
With Private Advisor Group, you’re always independent, but never alone.
Extensive Compliance Support
Establishing your independent business starts with a foundation of compliance. Make it easier with our seamless, patent-pending compliance platform. It’s simple to use, continually updated, and built to grow with you, no matter how ambitious your plans.
But staying in compliance isn’t just about technology. With our extensive team of compliance professionals, you can count on the fast responsiveness you need to answer questions, serve clients with excellence, and keep your business running smoothly.
Operational Efficiency
To run a thriving business, you need operational support that lets you spend your time where it matters most: delivering high value service to clients and generating growth for your firm. You will have access to industry-leading tools and services you need to streamline operations—all while delivering you attractive payouts. When you succeed, we succeed.
Industry-Leading Tools & Services
Flexible Custodian Options
Selecting the right custodian is one of the most important business decisions you’ll make when starting your own advisory firm or transitioning away from an existing one. Private Advisor Group partners with the top custodians in our industry to provide you the flexibility and autonomy needed in an independent advisory structure.
Coming from a wirehouse or established firm? Don’t worry. We’ll help you select the best custodian to meet your and your clients’ needs.
Major Custodians
Exclusive Investment Management
Effectively outsourced investment management can help you maximize your time to support your clients, run your practice, and scale your business for growth. Private Advisor Group’s exclusive, competitively priced, multi-custodian platform—WealthSuite—offers bespoke mutual fund and ETF model portfolios, along with custom indexing and tax-optimized solutions to help you deliver consistent portfolio performance and free up time to focus on building client relationships and taking your business to the next level.
Market Your Practice
Your brand is your story. Make sure it’s worth telling. We offer tools to help you accelerate brand awareness, drive sustainable revenue growth, and deepen connections with clients.
Explore & Learn
Alignment & Equity Program
Looking for working capital or equity-sharing opportunities? This 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.
How It Works
Preserve your Legacy
To stay ahead and build long-term success, you need a comprehensive toolkit. Succession Link is more than just a growth engine; it’s your one-stop shop for managing your entire financial practice. This secure platform connects you with the perfect opportunities to expand your business but also provides solutions for a smooth transition when you’re ready to exit the industry.
All-in-one Advisor Technology Platform
What if every tool, team, resource, and process you need were under one roof? With Greenhouse, it is. Greenhouse is a proprietary all-in-one advisor technology platform where advisors can single-sign-on to popular tools, submit documentation and compliance requirements, read the latest news, register for upcoming events, network in a compliant digital community, access resources for everything at Private Advisor Group, and so much more.
Fast & Smooth Transition
If you’re like most advisors who are considering going independent, your transition is among your top concerns. How can you manage all the details? How long will it take? Will your revenue be interrupted?
We’re here to put your mind at ease. Empowered by our sheer scale and close working relationships with LPL Financial, major custodians, technology partners, and other professional service partners, Private Advisor Group can guide you and your team through a seamless transition process.
Using FastTrack, our proprietary software system, most advisors transition to independence within 90 days—and as few as 30.
Private Advisor Group Financial Advisor
Our transition to Private Advisor Group couldn’t have been smoother. Their team worked closely with LPL Financial to get us exactly what we needed to turn around our paperwork fast. The whole transition was complete in just 90 days with no disruption to our revenue.
You’re Invited To Grow With Us