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.

Compliance Director

Compliance Specialist

Accounting and Advisor Compensation Associate

Managing Director, Head of Finance

Digital Marketing Manager

Financial Advisor

Transition Manager

Advanced Wealth Advisory

Client Services Associate

Salesforce Administrator and Developer

LPL Registered Principal, Financial Advisor

Financial Advisor

Chief Information Officer and Chief Information Security Officer

Manager of Human Resources

Senior Wealth Manager

Marketing Director

Business Strategy Manager

Financial Advisor

Financial Advisor

Financial Advisor

Transition Specialist

Marketing Manager

Financial Advisor

Manager of Advisor Experience

Financial Advisor

Financial Advisor

Business Development Manager

Managing Director, Chief Compliance Officer

Managing Director, Strategic Partner Relations

Associate Financial Advisor

Managing Director West Region

Manager of Accounting and Advisor Compensation

Portfolio Administrator

Advisor Growth Associate

Staff Accountant

Director of Business Development

Client Service Associate

Compliance Manager

Compliance Director

Compliance Associate

Operations Manager

Managing Director, Executive Chair

Director of Advisor Growth & Engagement

Senior Financial Planner

Financial Advisor

Managing Director, Chief Operating Officer

Senior Marketing Associate

Financial Advisor

Compliance Specialist

Business Development Executive

Billing Specialist

Chief Financial Officer

Compliance Director

Managing Director, Chief Executive Officer

Head of Sales & Solutions

Financial Advisor

Compliance Specialist

Managing Director, Advisor Advocacy & Technology

Director of Advisor Growth & Development

Managing Director, Executive Chair

RIA Registration, Legal Counsel

Financial Advisor

Compliance Associate

Billing Supervisor

Compliance Specialist

Compliance Specialist

Compliance Specialist

Marketing Associate

Executive Assistant

You’re Invited To Grow With Us

Grow with us.