News

Private Advisor Group Announces Three New Members to Their Advisor Council

Private Advisor Group is pleased to announce that it has added three new members to their Advisor Council to expand and broaden the expertise and business insight contributing to the firm’s vision, strategy, future innovation and risk management. Council members participate in regular meetings, pilot programs and special projects working alongside the CEO and leadership team. “With the voice of the…

Published: September 21, 2022

Read More

Private Advisor Group Welcomes $1 Billion AUM AK Financial Group to Growing RIA

MORRISTOWN, NJ, Sept. 19, 2022 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country* is pleased to announce AK Financial Group, a full-service wealth management firm led by Andrew C. Karlinski, is joining Private Advisor Group. Overseeing over $1 billion in assets under management**, Karlinski and his team will expand Private Advisor…

Published: September 20, 2022

Read More

Private Advisor Group Launches Entreda as Cybersecurity Risk-Mitigation and Compliance Solution

Firms aligned in helping financial advisors diminish cybersecurity risk, protect client data and comply with fast-changing regulations SANTA CLARA, Calif. and MORRISTOWN, N.J. July 11, 2022 — Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Private Advisor Group, one of the largest and fastest-growing independent wealth management…

Published: July 12, 2022

Read More

Bleakley Financial Group and Private Advisor Group Announce The Evolution of Their Business Relationship

Morristown, NJ, July 7, 2022 / Bleakley Financial Group (Bleakley), has announced that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory,…

Published: July 6, 2022

Read More

Private Advisor Group Welcomes Mary Beth Donas

MORRISTOWN, N.J., June 15, 2022 /PRNewswire/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country* is pleased to announce financial advisor, Mary Beth Donas, has joined Private Advisor Group as a VP with Wealth Strategies & Management LLC. Previously managing a reported nearly $100 million in assets under management, Donas will expand upon the firm’s…

Published: June 15, 2022

Read More

Private Advisor Group Advisors Ranked Best-In-State by Forbes

Morristown, N.J. — May 19, 2022, Private Advisor Group announced that four Private Advisor Group affiliated advisors were ranked among the top advisors in their respective states in the 2022 Best-In-State Wealth Advisors list published by Forbes. “We are extremely proud of these advisors who have received this well-deserved recognition by Forbes,” said Anne Mortera, Director of Advisor Growth and…

Published: May 19, 2022

Read More