News

Communication on Recent Events

PAG Advisor Communication, June 3, 2020 It is with a heavy heart that we write this message. Like many of you, we are stunned and saddened by what has transpired this week, while at the same time attempting to identify how we can make an impact for change. We immediately thought of George Floyd’s family and the unbearable pain and…

Published: June 5, 2020

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Private Advisor Group Posts Near-Record First Quarter In AUM Add; New Advisors Focused On Comprehensive Wealth Planning

MORRISTOWN, N.J., April 14, 2020 /PRNewswire/ PAG announced today its second-highest quarter of new AUM (assets under management)* in company history. In 2019, PAG was recognized as one of the 200 fastest-growing Registered Investment Advisor (RIA) firms in the U.S. according to Wealthmanagement.com and was ranked third in Barron’s Top 50 RIA Firms. “Successful growth for us is not defined…

Published: April 14, 2020

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LPL Financial and Private Advisor Group Welcome Global Advisor Group

CHARLOTTE, N.C., March 2, 2020 /GlobeNewswire/ LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Global Advisor Group has joined LPL Financial’s broker-dealer and hybrid registered investment advisor (RIA) platforms, aligning with Private Advisor Group, LPL’s largest third party provider of supervisory responsibilities and one of the fastest growing RIAs in the nation. The…

Published: March 2, 2020

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Ivy College of Business Names Berta Aldrich Women in Business Inspiration Award Winner for 2020

MORRISTOWN, N.J., February 19, 2020 /PRNewswire/ Private Advisor Group (PAG) is pleased to announce Berta Aldrich, Managing Director, Chief Marketing and Human Resources Officer, has been awarded the Ivy College of Business Women in Business Inspiration Award for 2020. The award recognizes a woman who has made a significant impact in her career while inspiring other women in business to…

Published: February 19, 2020

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Wealth Management Recognizes Private Advisor Group as One of the Fastest-Growing RIAs in the U.S.

MORRISTOWN, N.J., Dec. 10, 2019 /PRNewswire/ — Private Advisor Group was recently recognized as one of the 200 fastest-growing Registered Investment Advisors in the U.S. by WealthManagement.com, an Informa business. The WealthManagement.com 2019 Thrive Award was compiled by measuring the percentage revenue growth over the previous three years. Average revenue growth of the top 200 list was three times the…

Published: December 10, 2019

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Private Advisor Group’s Berta Aldrich named President of Financial Communications Society Philadelphia Regional Chapter

Morristown, NJ and Philadelphia, PA — October 24, 2019 / PRNewswire / New focus will provide financial marketers local connections and national scale Private Advisor Group (PAG), a leading advisor platform supporting more than 650 independent advisors and over $19 billion in AUM, announced today their Chief Marketing Officer has been named the President of the Philadelphia Regional Chapter of…

Published: October 24, 2019

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