News

Follow the latest happenings and important updates at Private Advisor Group.

Private Advisor Group Welcomes $120M AUM Poterack Capital Advisory

MORRISTOWN, NJ—February 7, 2024—Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announces that Poterack Capital Advisory, a four-person wealth management firm overseeing a reported more than $120 million in assets under management, has joined its advisor community. Led by Chief Executive Officer and Wealth Manager, Ryan Poterack, Poterack Capital Advisory provides full-service…

Published: February 7, 2024

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Private Advisor Group Announces Strategic New Headquarters Office in Morristown, NJ and Expansion in the Carolinas

MORRISTOWN, NJ—February 1, 2024 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, proudly announces significant milestones in its ongoing strategic expansion. The company has recently relocated its Morristown, NJ headquarters to a state-of-the-art space while also opening a new office in Rock Hill, SC. Morristown, NJ Headquarters Relocation: Elevating Operations and…

Published: February 2, 2024

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Private Advisor Group Welcomes $100M AUM Drake Financial Services

MORRISTOWN, NJ—January 9, 2024 — Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Drake Financial Services,  led by Robert K. Drake, has joined its community of advisors. Mr. Drake, who took the practice over from his father, has been providing holistic wealth management solutions for clients for over 30 years….

Published: January 18, 2024

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Defend The Fatherless Names Private Advisor Group Chief Financial Officer Adam Schorr as Board Member

MORRISTOWN, NJ—November 8, 2023 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, is pleased to announce that its Chief Financial Officer, Adam Schorr, has been named a Defend the Fatherless Board Member. Schorr is a newly active member of Defend the Fatherless and will serve on the Development and Fundraising Committee….

Published: November 2, 2023

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Private Advisor Group Listed Among Top-10 RIA Firms by Barron’s for Fifth Straight Year

MORRISTOWN, NJ—October 4, 2023—Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has been recognized by Barron’s as one of the top 10 registered investment advisory (RIA) firms on the publication’s listing of “2023 Top 100 RIA Firms.” The annual ranking of independent advisory companies, now in its eighth year, is compiled based…

Published: October 4, 2023

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Private Advisor Group’s Steve Kennedy of Albany Financial Named Among Forbes America’s Top Next-Gen Wealth Advisors

MORRISTOWN, NJ, Friday, September 1, 2023 / PRNewswire.com Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced Financial Advisor, Steve Kennedy has been recognized on Forbes’ America’s Top Next-Gen Wealth Advisors list. Kennedy is an advisor with New York state-based Albany Financial Group. He joined Albany Financial Group in 2016 and has been in…

Published: September 1, 2023

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