Our Team

Meet the Private Advisor Group team. Our team members are deeply principled, devoted to serving others, and committed to helping independent advisors, investors, and RIA firms thrive and grow.

Infrastructure Engineer

Compliance Specialist

Accounting and Advisor Compensation Specialist

Head of Finance

Digital Marketing Manager

Financial Advisor

Transition Manager

Advanced Wealth Advisory

Salesforce Administrator and Developer

LPL Registered Principal, Financial Advisor

Financial Advisor

Manager of Human Resources

Senior Wealth Manager

Head of Marketing

Onboarding Associate

Financial Advisor

Financial Advisor

Financial Advisor

Transition Specialist

Retirement Plan & Financial Advisor

Marketing Manager

Financial Advisor

Manager of Advisor Experience

Financial Advisor

Financial Advisor

Business Development Manager

Chief Compliance Officer

Managing Director, Strategic Partner Relations

Associate Financial Advisor

Managing Director West Region

Senior Business Strategy Associate

Operations Associate

Accounting Manager

Portfolio Administrator

Director of Business Development

Client Service Associate

Compliance Manager

Compliance Associate

Director of Operations

Compliance Associate

Operations Manager

Managing Director, Executive Chair

Financial Advisor

Director of Advisor Growth & Engagement

Senior Financial Planner

Financial Advisor

Managing Director, Chief Operating Officer

Senior Marketing & Design Specialist

Financial Advisor

Compliance Manager

Senior Billing Specialist

Chief Financial Officer

Compliance Director

Chief Executive Officer, President

Head of Sales & Solutions | LPL Registered Administrative Associate

Financial Advisor

Billing Specialist

Compliance Specialist

Managing Director, Advisor Advocacy & Technology

Director of Advisor Growth & Development

Co-Founder, Executive Chair

RIA Registration, Legal Counsel

Financial Advisor

Senior Accountant

Corporate Financial Manager

Compliance Specialist

Senior Accountant

Compliance Specialist

Compliance Specialist

Legal Counsel

Senior Marketing Specialist

Executive Assistant

You’re Invited To Grow With Us

Grow with us.