Private Advisor Group
Overview
Private Advisor Group is a financial advisory firm based in Morristown, New Jersey, offering investment management and consulting services. The firm provides strategies aimed at improving financial outcomes for individual investors and supports independent financial advisors in growing their practices. As of June 30, 2024, Private Advisor Group managed over $35.2 billion in assets. The firm's services include comprehensive compliance, efficient operations, flexible custodians, innovative technology, investment management, legacy planning, seamless transition, and strategic marketing. These offerings are designed to simplify operations for financial advisors, allowing them to focus more on client advising. Private Advisor Group has been recognized by Barron's as a top 10 registered investment advisory firm every year since 2019, reflecting its commitment to excellence in the financial advisory industry.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Private Advisor Group directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Private Advisor Group
What sectors does Private Advisor Group invest in?
Private Advisor Group invests in Financial Services, Real Estate, Investment Banking, Leasing, Wealth Management and Investment Management, and is based in Morristown, New Jersey, United States. Private Advisor Group is listed as a private investment firm in the ConnectSafely investor database.
What stage does Private Advisor Group invest at?
Private Advisor Group backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Private Advisor Group invest in?
Private Advisor Group invests across United States.
Who are the partners at Private Advisor Group?
Team members listed for Private Advisor Group include John Hyland (Co-Founder, Managing Director) and Adam Schorr (Chief Financial Officer).
What companies has Private Advisor Group invested in?
Private Advisor Group's portfolio includes ABC Corporation, XYZ Enterprises and LMN Technologies.
How do I contact Private Advisor Group?
Private Advisor Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
