News & Insights

Stay a step ahead with the latest news and insights from Private Advisor Group.

News

Explore our most recent press releases and firm announcements.

Private Advisor Group Ranked as Barron’s Top-10 RIA Firm for Fourth Consecutive Year

For the fourth consecutive year, Private Advisor Group, one of the largest and fastest-growing wealth management firms in the country*, has been named a top-10 registered investment firm (RIA) on Barron’s list of ‘2022 Top 100 RIA firms….

Published: November 16, 2022

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Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience….

Published: October 26, 2022

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Private Advisor Group Names Frank Smith Chief Executive Officer

Private Advisor Group, one of the largest and fastest-growing wealth management firms in the country*, announced today that Frank Smith will succeed Robert “R.J.” Moore as the firm’s chief executive officer in mid-January, as part of a long-planned transition. Frank will now serve as president and CEO of Private Advisor Group….

Published: October 20, 2022

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Insights

Take advantage of expert perspectives to grow your business.

A Glimpse into our Recent Brand Refresh & Tips for Your Own 

By Kelly Coulter, Director of Marketing / As a top RIA firm, we’re always looking to better serve our advisors and improve. Here’s a look at how we recently refreshed the Private Advisor Group’s brand, and how you can too. ...

Published: November 4, 2022

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What to Consider When Joining an RIA

By Joshua Reich, Business Development Executive / When you're thinking about joining a top RIA firm, here are some key questions to ask and other important aspects to think about. ...

Published: September 16, 2022

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Add These to Your List: Financial Leaders’ Summer Reading Recommendations

By Melissa Woods, Marketing Associate / We all remember the often-dreaded list of books that we had for “summer reading” as kids – books that were to prepare us for the upcoming school year and designed to open our minds to new concepts, new uses of grammar, and avenues of critical thinking. Now, as adults, summer reading has taken on a new meaning. It usually equates...

Published: July 28, 2022

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