Insights

Top Advisors Six Private Advisor Group affiliated advisors were ranked among the top advisors in their states per the 2026 Forbes Best-in-State Wealth Advisors list, highlighting a strong advisor roster and credibility that can be leveraged to cross-sell enhanced tech, services, or expanded platforms to high-performing teams.

Strategic Growth Partnership and acquisition activity with Mariner Advisor Network indicates a growth trajectory through consolidation, presenting opportunities to offer scalable technology, practice management support, and transition services to newly integrated advisors and their clients.

Recognition & Credibility Forbes Best-in-State recognition and the Most Admired CEO award for 2026 enhance brand credibility, creating a favorable opening to upsell premium technology, marketing solutions, and premium support packages to solidify client trust.

Wellbeing & Impact Launch of the Fit to Serve Foundation signals a focus on advisor wellbeing and community impact, suggesting cross-sell opportunities for wellness programs, employee engagement platforms, and charitable giving tools that resonate with advisor teams.

Financial Scale Revenue scale in the reported range and a 2025 top firm ranking position indicate a robust platform ready for expanded service tiers, including advanced annuity/guided wealth tech, enhanced compliance support, and premium back-office services to accommodate growth.

Similar companies to Private Advisor Group

Private Advisor Group Tech Stack

Private Advisor Group uses 8 technology products and services including Complianz, HubSpot Analytics, Facebook Pixel, and more. Explore Private Advisor Group's tech stack below.

Complianz
A/B Testing
HubSpot Analytics
Analytics
Facebook Pixel
Analytics
Microsoft PowerPoint
Editors
Google Cloud
Infrastructure As A Service
Box
Team Collaboration
Contact Form 7
Web Platform Extensions
Akismet
Web Platform Extensions

Media & News

Private Advisor Group's Email Address Formats

Private Advisor Group uses at least 1 format(s):

Private Advisor Group Email Formats	Example	Percentage
First.Last@privateadvisorgroup.com	John.Doe@privateadvisorgroup.com	87%
Last@privateadvisorgroup.com	Doe@privateadvisorgroup.com	7%
First@privateadvisorgroup.com	John@privateadvisorgroup.com	3%
FLast@privateadvisorgroup.com	JDoe@privateadvisorgroup.com	3%

Frequently Asked Questions

What is Private Advisor Group's phone number?

You can contact Private Advisor Group's main corporate office by phone at

+1-973-538-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Private Advisor Group's official website and social media links?

Private Advisor Group's official website is privateadvisorgroup.com and has social profiles on LinkedIn.

How much revenue does Private Advisor Group generate?

As of July 2026, Private Advisor Group's annual revenue is estimated to be $100M - $250M.

What is Private Advisor Group's NAICS code?

Private Advisor Group's NAICS code is 52 - Finance and Insurance.

How many employees does Private Advisor Group have currently?

As of July 2026, Private Advisor Group has approximately 121 employees across 2 continents, including North AmericaEurope. Key team members include Chief Marketing Officer: A. S.Chief Of Staff: J. K.President: M. A.. Explore Private Advisor Group's employee directory with LeadIQ.

What industry does Private Advisor Group belong to?

Private Advisor Group operates in the Financial Services industry.

What technology does Private Advisor Group use?

Private Advisor Group's tech stack includes ComplianzHubSpot AnalyticsFacebook PixelMicrosoft PowerPointGoogle CloudBoxContact Form 7Akismet.

What is Private Advisor Group's email format?

Private Advisor Group's email format typically follows the pattern of First.Last@privateadvisorgroup.com. Find more Private Advisor Group email formats with LeadIQ.

When was Private Advisor Group founded?

Private Advisor Group was founded in 2011.

Private Advisor Group

Q: How many employees does Private Advisor Group have currently?

Private Advisor Group has approximately 121 employees.

Q: What technology does Private Advisor Group use?

Private Advisor Group's tech stack includes Microsoft Word, YouTube, X-Content-Type-Options, Contact Form 7, HSTS.

Q: What is Private Advisor Group's NAICS code?

Private Advisor Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States51-200 Employees

Private Advisor Group operates in the financial services sector, focused on supporting independent financial advisors. It provides advisors with autonomy to run their practices while offering a platform, professional support, and a community oriented toward people. The firm frames its approach around flexible affiliation options and technology-enabled resources intended to help advisors grow, scale, or transition their practices.

Headquartered in Morristown, New Jersey, the company positions itself to serve advisory professionals by combining securities services through LPL Financial with investment advisory through Private Advisor Group, a registered investment advisor separate from LPL. In April 2026, the firm announced a partnership with LPL Financial and an acquisition involving Mariner Advisor Network, signaling expansion of its hybrid advisory capabilities.