In the News

Private Advisor Group Named One of Financial Times Top 300 RIAs

24.06.2015
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6/24/15 Morristown, NJ – Private Advisor Group, LPL Financial’s largest branch office by revenues* and a $6B RIA, was named one of the Financial Times top 300 Registered Investment Advisors.

“We are excited to be part of this elite group of RIAs and attribute our success to all of our advisors who align themselves with us,” said Patrick Sullivan, Managing Director of Private Advisor Group. “This honor is really for our entire network of advisors, and we could not be prouder.”

This is the second annual FT 300 list, produced independently by Financial Times in collaboration with Ignites Research, a subsidiary of FT that provides business intelligence on the investment management industry. “More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials, online accessibility and compliance records,” said a spokesperson for Financial Times.

The “average” FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.

*As of 5/30/2015

View Press Release as a PDF

Media Contact
Abby Salameh
Email: abby.salameh@privateadvisorgroup.com
Phone: (973) 867-1354

Private Advisor Group (www.privateadvisorgroup.com ) is today’s hybrid solution built to support successful independent financial advisors.  Our unique organization is designed to provide world-class customer service, in-depth risk management and forward-thinking solutions.  Advisors can expect extraordinary, personal support backed by LPL Financial, the industry’s largest independent broker-dealer*, enabling them to stay focused on their business.

FT 300
The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by Financial Times (June 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to Financial Times in exchange for inclusion in the FT 300.

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.

*As reported by Financial Planning magazine, June 1996‒2014, based on total revenue.

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