WHY PAG

Consider Private Advisor Group

At Private Advisor Group, we believe independent advisors should have the choice to design their firms with a business model that achieves their personal vision. Whether you are considering an established Registered Investment Advisor with open architecture and multi-custodial platform or leveraging a dually-registered model, we are here to provide you the information you need before, during and after your transition.

In 2019, Private Advisor Group was ranked #3 on Barron’s Top 50 RIA Firms and recognized by WealthManagement.com as one of the top 200 fastest growing firms in the U.S. These honors reflect our focus on helping PAG advisors grow their business while serving their clients. In our latest annual survey, 95% of our advisors were satisfied or very satisfied with PAG.*

*Results from the Private Advisor Group annual loyalty survey, December 2019

Our Reputation

Private Advisor Group has grown primarily through recommendations from others in our industry. We never take our reputation lightly and have been honored to be recognized in 2019 by the FT300, named #3 on the 2019 Barron’s Top 50 RIA Firms, and recognized as a Top 200 Fastest-Growing Firm by WealthManagement.com.

At Private Advisor Group, we believe in:

Community

We are a family of over 650 independent advisors that has grown to over $21 billion in assets under management. Advisors in our community have access to idea sharing, educational webinars, our annual PAG conference, the Elite conference for our top advisors, compliance seminars, trends in marketing, and ideas to grow your firm. We also support Invest in Others, a national non-profit that celebrates the generosity of the financial advice industry.

Client Focus

We help you provide exceptional service to your clients by offering the insight, tools and a technology platform that allows you to stay connected with your clients while creating the efficiency needed to run and grow your business.

Compliance

Compliance is at the center of everything we do, and our goal is to take the compliance work off your hands so you can focus on your business. Our unique, patent-pending comprehensive compliance technology platform provides you the oversight and protection you need to remain compliant across all aspects of financial planning and asset management.

Our Advisor Programs

We provide our advisors choices so you can design, maintain, and grow your business while serving clients – your way. Programs include:

  • ECONOMICS AND AFFILIATION 
    We offer some of the most competitive payouts in the industry. Our current low attrition rate is a testament to our goal of earning your business each and every day.
  • TRANSITION ASSISTANCE 
    In addition to working with you to design a highly individualized and fair transition assistance package, we offer guidance in finding office space, furniture, technical support, and marketing expertise from PAG approved national and local experts.
  • TRANSITION TEAM 
    You will have one point of contact throughout the process to ensure a smooth transition. Our experienced team will help you transfer your book and get you back to working with clients in 30-45 days (95% of transitions are completed within 30-45 days).
  • TECHNOLOGY
    Our goal is to help you grow and service your business. We provide access to the latest technology at discounted pricing to help you design a technology stack that creates business efficiency while providing ongoing value to your clients.
  • PRACTICE MANAGEMENT
    We are able to provide experts from PAG and a variety of top-tier companies within the industry to share the latest trends in human resources (hiring and talent development), leadership, growth trends, business growth ideas and client insight.
  • SUCCESSION
    Every advisor who joins the PAG community has the opportunity to take advantage of the Advisor Protection Program. This program offers advisors an industry-leading succession plan for their clients in the event of death or permanent disability.

We Invite You To Join Our Private Advisor Group Family

The advisors who join our community revere a spirit of doing the right thing for their clients and are focused on growth and compliance while serving the communities in which they live and work. Going independent can be an easy decision if you partner with the right firm. If you decide to join our community, you can rest easy knowing you have the support, experience, and expertise of Private Advisor Group behind you every step of the way.

Contact Us Today

We are here to answer any questions you may have. You can contact Karen Hayes directly at the number listed below or complete the form and we will contact you. Thank you for your interest in Private Advisor Group. We look forward to connecting with you!

Karen Hayes

Relationship Manager - Recruiting
Private Advisor Group
(973) 867-1381
karen.hayes@privateadvisorgroup.com

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The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Barron’s “Top Firms,” Barron’s bases its ratings on qualitative criteria: firms with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Firms are quantitatively rated based on varying types of revenues and assets advised by the firm, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Firm’s clients. The rating is not indicative of the past or future performance. Neither Private Advisor Group nor its Financial Advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

To qualify for WealthManagement.com 2019 Thrive Awards list, applicants had to be based in the U.S., offer financial services to individual clients, and have a minimum revenue of $100,000. Applications were accepted from individuals, teams, and companies of all types and sizes – including solo advisors, ensembles, practices, family offices, investment adviser firms, and representatives of independent broker-dealers. The complete 2019 Thrive Awards list is available on WealthManagement.com and will be featured in the December 2019 issue of Wealth Management magazine.