Going independent doesn’t have to mean going it alone. Let us help you bring your vision to life.

You're Invited To Grow With Us

Going out on your own is a big decision, but it can be beneficial for your clients—and rewarding personally and professionally for you. Private Advisor Group provides the guidance and collaborative support you need to smoothly transition to independence and keep day-to-day operations efficient, freeing you to devote more time to clients and growing your business.

Explore Growth

Ready for access to a dynamic community positioned to help financial advisors achieve growth, realize efficiencies, and experience independence supported by true collaboration? Let us help you navigate what’s next.

Join Us

Is Going Independent Right For You?

New regulations, fee compression, and fiduciary obligations are posing increasing challenges for financial advisors. How can you stay a step ahead in a changing world? Many of your colleagues are deciding to go independent, which allows them to deliver a greater variety of innovative services for clients.

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Growing Smarter

In a world where the marketplace, industry practices, technologies, and regulations continue to change rapidly, you need a think tank to stay a step ahead. Our team is on it. We keep you informed of developments that could affect your business and work with you to strengthen your business plans.

We can also help you target the right clients and potential partners to achieve your vision, increasing the value of your firm. And we can help you with succession planning so when the time comes, you can realize the value you’ve built.

Collaborative Community

When you join us as an independent advisor, you become part of a community of likeminded, client-focused advisors who are committed to do what it takes to be successful entrepreneurs and financial professionals. By participating in webinars, in-person events, and topical discussions with your peers, you’ll glean insights you can use from industry professionals and advisors like you.

With Private Advisor Group, you’re always independent, but never alone.

Extensive Compliance Support

Establishing your independent business starts with a foundation of compliance. Make it easier with our seamless, patent-pending compliance platform. It’s simple to use, continually updated, and built to grow with you, no matter how ambitious your plans.

But staying in compliance isn’t just about technology. With our extensive team of compliance professionals, you can count on the fast responsiveness you need to answer questions, serve clients with excellence, and keep your business running smoothly.

Operational Efficiency

To run a thriving business, you need operational support that lets you spend your time where it matters most: delivering high value service to clients and generating growth for your firm. You will have access to industry-leading tools and services you need to streamline operations—all while delivering you attractive payouts. When you succeed, we succeed.

Industry-Leading Tools & Services

Flexible Custodian Options

Selecting the right custodian is one of the most important business decisions you’ll make when starting your own advisory firm or transitioning away from an existing one. Private Advisor Group partners with the top custodians in our industry to provide you the flexibility and autonomy needed in an independent advisory structure.

Coming from a wirehouse or established firm? Don’t worry. We’ll help you select the best custodian to meet your and your clients’ needs.

Major Custodians

Exclusive Investment Management

Effectively outsourced investment management helps you maximize your time to support your clients, run your practice, and scale your business for growth. Private Advisor Group’s exclusive, competitively priced, multi-custodian platform—WealthSuite—is an account opening, management, and servicing tool that bespoke mutual fund, ETF, and blended mutual fund/ETF model portfolios, along with custom indexing and tax-optimized solutions delivered through a separately managed account structure.

With the goal of delivering consistent portfolio performance, you can free up more time to focus on building client relationships and taking the next step for your business.

Discover WealthSuite

Market Your Practice

Your brand is your story. Make sure it’s worth telling. We offer tools to help you accelerate brand awareness, drive sustainable revenue growth, and deepen connections with clients.

Explore & Learn

Alignment & Equity Program

Looking for working capital or equity-sharing opportunities? This program provides advisors with direct economic interest in the overall Private Advisor Group community and serves to elevate and expand the value of their practice.

How It Works

Fast & Smooth Transition

If you’re like most advisors who are considering going independent, your transition is among your top concerns. How can you manage all the details? How long will it take? Will your revenue be interrupted?

We’re here to put your mind at ease. Empowered by our sheer scale and close working relationships with LPL Financial, major custodians, technology partners, and other professional service partners, Private Advisor Group can guide you and your team through a seamless transition process.

Using FastTrack, our proprietary software system, most advisors transition to independence within 90 days—and as few as 30.

Private Advisor Group Financial Advisor

Our transition to Private Advisor Group couldn’t have been smoother. Their team worked closely with LPL Financial to get us exactly what we needed to turn around our paperwork fast. The whole transition was complete in just 90 days with no disruption to our revenue.

Timothy J. McKenna Jr.
Chief Operating Officer
Harvest Financial Planning, LLC
Schererville, IN

News & Insights

You’re Invited To Grow With Us

Grow with us.