MORRISTOWN, NJ, April 23, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that it has earned recognition as a finalist in two categories in the third annual RIA Intel Awards.
Private Advisor Group was named a finalist for RIA of the Year (over $10 Billion in AUM), with our CEO, Frank Smith, also recognized as a finalist for CEO of the Year. The firm and its leadership will be honored alongside other finalists at the RIA Intel Awards dinner on June 5, 2024, at the Four Seasons Hotel in Boston.
RIA Intel received nearly 300 nominations spanning 12 categories, encompassing both large RIAs and budding entrepreneurs. Finalists were selected from a highly skilled group of candidates, showcasing companies and individuals who are revolutionizing the landscape of wealth management.
These recognitions come on the heels of achieving milestones, including establishing new office locations in Morristown, NJ and Rock Hill, SC, thanks to Smith’s leadership.
To view the full list of the RIA Intel Award finalists, and to learn more about the industry-leading awards program, see here.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $31.5 billion in assets under management as of December 31, 2023, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.
*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
