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ContinueAt Private Advisor Group, we’re committed to helping financial advisors thrive. That’s why we created Fit to Serve, a charitable foundation with a clear purpose: to empower financial advisors by providing resources, support, and education focused on mental, physical, and financial health and well-being—ensuring they are fit to serve their clients, communities, and themselves.
Fit to Serve is built on the belief that advisors do their best work when they’re supported holistically. Our mission drives everything we do, focusing on three core areas:
Offering programs for mental health awareness, counseling, and support.
Promoting healthy lifestyles through wellness services and education.
Enhancing financial education to empower the communities we serve nationwide.
Having seen the challenges entrepreneurs and advisors face firsthand, we wanted to give back. Fit to Serve reflects our dedication to supporting advisors while uplifting the communities they serve. We partner with national nonprofits and organizations that champion entrepreneurs, creating a ripple effect of positive change.
Experience how our community delivers the scale and resources to run a thriving practice—without sacrificing your independence.
Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
