News

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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Private Advisor Group Acquires Investors Financial Group

MORRISTOWN, NJ, March 16, 2022 / PRNewswire Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that it has acquired registered investment advisor (RIA) firm, Investors Financial Group (IFG). Servicing over $1.86 billion in advisory assets under management as of December 31, 2021, IFG will transition its RIA management to Private Advisor Group,…

Published: March 16, 2022

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Invest in Others Names Private Advisor Group Cofounder John Hyland Board Chair

MORRISTOWN, NJ, March 14, 2022 / PRNewswire.com Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country* is pleased to announce that its Cofounder and Managing Partner, John Hyland, has been named Invest in Others Board Chair effective March 3, 2022.   Hyland and the Private Advisor Group team have a longstanding history supporting the…

Published: March 14, 2022

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Private Advisor Group Council Member Susan Wilkinson Named to Forbes Top Women Wealth Advisors List

MORRISTOWN, NJ, February 17, 2022 / PRNewswire.com Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Council Member and Financial Advisor, Susan Wilkinson has been recognized on Forbes’ America’s Top Women Wealth Advisors Best-in-State list. Wilkinson is the founder and managing partner of Charlottesville-based, Wilkinson Wealth Management. Having served in the investment…

Published: February 17, 2022

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Private Advisor Group Closes 2021 with Record Recruiting Results

MORRISTOWN, NJ, February 1, 2022 /PRNewswire.com/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that it will close 2021 with a record $3.3 billion in assets under management onboarded through the addition of new independent advisor practices. Frank Smith, Private Advisor Group’s Head of Advisor Growth shared, “the strong recruiting momentum…

Published: February 1, 2022

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Private Advisor Group Selects Merchant as Strategic Partner

Merchant embraces commitment to enhancing the financial advice profession. This strategic partnership provides access to additional capital to fund long-term growth solutions for financial advisors, RIA leaders and investors nationwide. NEW YORK & MORRISTOWN, NJ, December 17, 2021 – Private Advisor Group, one of the leading Registered Investment Advisors (RIA) in the U.S. has entered into an agreement which includes…

Published: December 17, 2021

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