News

MORRISTOWN, NJ- April 18, 2024, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, is pleased to announce that Frank Smith has been named as one of Charlotte Business Journal’s Most Admired CEOs for 2024. The Most Admired CEO Award recognizes established local leaders who have a strong vision for their…

MORRISTOWN, NJ, March 14, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Financial Advisor, James E. Dy, has been recognized as a 2024 Leaders in Finance honoree by NJBIZ. The award celebrates New Jersey’s financial executives at all levels who contribute to the success of their companies, communities, and the wider…

MORRISTOWN, NJ — February 26, 2024 Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Council Member and Financial Advisor, Susan Wilkinson has been recognized on Forbes’ America’s Top Women Wealth Advisors Best-in-State list. This is Wilkinson’s third consecutive year receiving this merited recognition from Forbes. Wilkinson is the founder and managing partner of Charlottesville-based, Wilkinson…

MORRISTOWN, NJ—February 7, 2024—Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announces that Poterack Capital Advisory, a four-person wealth management firm overseeing a reported more than $120 million in assets under management, has joined its advisor community. Led by Chief Executive Officer and Wealth Manager, Ryan Poterack, Poterack Capital Advisory provides full-service…

MORRISTOWN, NJ—February 1, 2024 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, proudly announces significant milestones in its ongoing strategic expansion. The company has recently relocated its Morristown, NJ headquarters to a state-of-the-art space while also opening a new office in Rock Hill, SC. Morristown, NJ Headquarters Relocation: Elevating Operations and…

MORRISTOWN, NJ—January 9, 2024 — Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Drake Financial Services, led by Robert K. Drake, has joined its community of advisors. Mr. Drake, who took the practice over from his father, has been providing holistic wealth management solutions for clients for over 30 years….