Private Advisor Group Leaders Named Finalist for Two “Wealthies” Awards

MORRISTOWN, NJ—June 17, 2024 – Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, is proud to announce that it has been selected as a finalist for two awards by in its “Wealthies” Industry Awards, which honor and celebrate outstanding achievement in support of financial advisor success.

Private Advisor Group’s CEO Frank Smith was named a finalist in the Chief Executive Officer of The Year ($20Bn+ AUM) category, and Head of Marketing Kelly Coulter was named a finalist in the Chief Marketing Officer of the Year category. Under the leadership of Smith and Coulter, the firm has achieved continued growth and success while maintaining a steadfast dedication to supporting and innovating the independent advisor experience.

“We’re thrilled to be finalists for the prestigious awards!” said Smith. “This nomination reflects the dedication and innovative approach of our entire team. They’re the true champions in empowering our advisors to create success for their clients, and we’re honored to represent our incredible Private Advisor Group community.”

Now in its tenth year, the “Wealthies” awards received over 1,000 entries from more than 400 companies. A panel of independent judges, comprised of top industry experts, select the finalists and winners who are introducing groundbreaking innovations that significantly impact the daily operations of financial advisors. Private Advisor Group will be honored alongside other finalists at the prestigious “Wealthies” Awards ceremony at the Ziegfeld Ballroom in New York City on September 5, 2024.

Private Advisor Group extends heartfelt congratulations to all the finalists. 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 $31.5 billion in assets under management as of December 31, 2023, 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 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.

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