Morristown, NJ – July 15, 2025 Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, is proud to announce that two of its leaders have again been named finalists in the 2025 Wealth Management Industry Awards (“Wealthies”).
Private Advisor Group CEO Frank Smith is a finalist for Chief Executive Officer of the Year, and Head of Marketing Kelly Coulter is a finalist for Chief Marketing Officer of the Year — both in the AUM greater than $25B category — a continued testament to the firm’s leadership excellence and strategic vision in driving advisor success and firm growth.
“Recognition like this reflects the entire team’s contributions and the culture we’ve built—focused on service, progress and delivering real value to advisors,” said Frank Smith, CEO of Private Advisor Group. “I’m fortunate to work alongside a team so committed to our mission. I also want to congratulate Drew Boyer on his well-deserved recognition for Thought Leadership—he’s a great example of the creative innovation advisors bring to this profession.”
Drew Boyer, CFP, Founder and CEO of Boyer Financial Group, an advisor within the Private Advisor Group community, has been named a finalist for Thought Leader of the Year. Drew authored and released his first book: “Hip Hop X Finance: Become a Financial Gangster” in February this year.
Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. Private Advisor Group along with the other finalists will be honored at the “Wealthies” gala and awards ceremony in New York City on September 4, 2025.
To view the full list of “Wealthies” award finalists and learn more about the award program, see here.
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 $35.2 billion in assets under management as of June 30, 2024, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.
* Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.
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