Bleakley Financial Group and Private Advisor Group Announce The Evolution of Their Business Relationship

Morristown, NJ, July 7, 2022 / Bleakley Financial Group (Bleakley), has announced that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory, compliance, and operational support, as Bleakley embarked on its own journey toward full independence after departing from Northwestern Mutual. During their seven-year relationship, both firms have grown significantly and worked closely toward fulfilling Bleakley’s aspiration to operate its own RIA and complete their transition to their own independent business. Bleakley Financial Group launched its new RIA in the Spring of 2022 and has taken a phased approach to completing their transition to full independence.

Andy Schwartz, Principal of Bleakley Financial Group remarked, “Our partnership with Private Advisor Group has been exceptional in every facet of supporting our firm and helping us reach our goals. We consider them personal friends, in addition to outstanding business partners, and will continue our relationship well into the future.”

Private Advisor Group’s CEO, RJ Moore, commented, “We are excited for the principals and advisors at Bleakley Financial Group. Much has been accomplished during our partnership and we look forward to continuing in supporting each other’s successes and the progression of firms in our profession.”  

Bleakley is comprised of over 50 advisors in thirteen states and as of December 31st, 2021, services approximately $9 billion in brokerage and advisory assets.

Private Advisor Group is comprised of more than 700 financial advisors nationwide with over $30 billion in assets under management as of December 31st, 2021.

About Bleakley Financial Group

For more than 30 years, Bleakley has been providing customized financial planning and wealth management services to a diverse array of clients across the country. Bleakley prides itself on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 160 investment professionals, from financial advisors and research assistants to client support.

For more information, visit

About Private Advisor Group

Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $33 billion in assets under management, the firm strives to improve financial outcomes for individual investors and inspire growth, fiduciary adherence, legacy planning and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top ten registered investment advisory firm since 2019.

*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

For more information, visit

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.

Back to news

Learn how PAG can help you achieve your vision in a constantly changing world. Let’s talk!

Grow With Us