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About Private Advisor Group


Private Advisor Group is an independent financial advisory firm focused on serving the needs of high net worth clients and institutions. We pride ourselves on delivering customized, comprehensive financial advice that helps our clients pursue their unique financial goals.


Because we are independent, we are able to provide you with the widest selection of investment options available without being beholden to proprietary products or quotas. Whether you are planning for your own retirement or need an advisor for your company’s retirement plan, we can provide an experienced advisor with an appropriate strategy for you.


As a member of Private Advisor Group, a nationwide network of leading financial advisors, we receive world-class service, vigilant risk-management in the form of compliance and supervisory oversight, and access to a community of like-minded advisors with whom we share best practices. By outsourcing the compliance functions, we are able to focus our attention on delivering personalized service and strategies for our clients. In addition, Private Advisor Group leverages the technology, trading, custodial, and clearing services of LPL Financial, the number one independent broker-dealer in the industry.*

* As reported by Financial Planning magazine, June 1996 - 2018, based on total revenue.

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