News

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

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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

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Frank Smith Promoted to President of Private Advisor Group

MORRISTOWN, N.J., April 26, 2022 /PRNewswire/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced today that Frank Smith has been promoted to President of Private Advisor Group effective immediately. Since being hired as Head of Advisor Growth January 2021, Smith has successfully assembled and led a team of business development, marketing, and engagement…

Published: April 26, 2022

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Private Advisor Group Introduces Advisor Alignment and Equity Program

MORRISTOWN, N.J., March 24, 2022 /PRNewswire/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced an Advisor Alignment and Equity Program. The program aims to create deeper alignment of interests throughout its community of over 700 financial advisors and strategic partners, including Merchant, an equity partner and capital contributor to the program. With the…

Published: March 24, 2022

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Private Advisor Group Snags $1.9B RIA

By Kenneth Corbin / March 18, 2022 / Barron’s Private Advisor Group, a large and growing registered investment advisor based in Morristown, N.J., has bought Investors Financial Group, a Minnesota-based RIA with nearly $2 billion in assets under management. Through the deal, IFG can retain its brand, but will gain access to additional resources to develop the business and plan for…

Published: March 24, 2022

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Private Advisor Group Buys $1.9B RIA After First Ever Capital Infusion

By Tobias Salinger / March 16, 2022 / Financial Planning Three months after receiving its first infusion of outside capital, Private Advisor Group acquired a multibillion-dollar RIA with 28 financial advisors. Morristown, New Jersey-based Private Advisor has reached its size of 700 advisors with more than $30 billion in assets under management largely through recruiting and organic growth as a hybrid…

Published: March 24, 2022

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