News
Follow the latest happenings and important updates at Private Advisor Group.
Private Advisor Group’s Stephanie McCullough of Sofia Financial Named Among Top 10 on The Investopedia 100
MORRISTOWN, NJ, Monday, July 17, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced Stephanie McCullough, founder and independent financial advisor with Sofia Financial, has been named among the top 10 financial advisors on The Investopedia 100 Top Financial Advisors. McCullough was recognized for using her platforms and influence in the…
Published: July 17, 2023
Read MorePrivate Advisor Group Supports WP Financial with $95 Million AUM Acquisition
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….
Published: June 29, 2023
Read MorePrivate Advisor Group’s Joe Conroy of Harford Retirement Planners Named 40 Under 40 Finalist
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….
Published: June 5, 2023
Read MorePrivate Advisor Group Adds Invesco as an Investment Strategist to its WealthSuite Platform
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors….
Published: May 23, 2023
Read MorePrivate Advisor Group Strengthens Strategic Finance Team as it Scales for Continued Growth
Private Advisor Group has announced that Adam Schorr has been named its Chief Financial Officer (CFO). Petra Barone, will assume a new role as Head of Finance. Together, they bring decades of strategic finance experience to the leadership team and will strengthen the accounting and finance functions while continuing to capitalize on both organic growth and strategic opportunities ahead….
Published: April 4, 2023
Read MorePrivate Advisor Group Council Member Susan Wilkinson Earns Repeat Recognition on Forbes Top Women Wealth Advisors List
MORRISTOWN, NJ — February 9, 2023 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. Also listed in 2022, this is Wilkinson’s second time earning this esteemed recognition from Forbes. Wilkinson is the founder and…
Published: February 9, 2023
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