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PRIVATE ADVISOR GROUP, LLC
CRD 155216 · SEC 801-72060
305 MADISON AVENUE, MORRISTOWN, NJ, 07960, United States
Phone
973-538-7010
Fax
973-490-6420
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$44.33B
Discretionary AUM
$44.32B
Team
674 total employees; 670 advisory reps; 1033 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR/REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsSOLICITATION/REFERRAL
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117657 | $19.92B |
| High net worth individuals | 22083 | $22.43B |
| Pension/profit sharing plans | 1195 | $389.3M |
| Charitable organizations | 554 | $314.4M |
| State/municipal entities | 67 | $435.2M |
| Insurance companies | 12 | $16.5M |
| Corporations/business entities | 657 | $824.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD