Private Advisor Group logo

Private Advisor Group Employee Directory

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.

Find Private Advisor Group employees' phone numbers or email addresses

Private Advisor Group Global Highlights

Location
Employees

North America
121

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  • United States Of America
    120
  • Barbados
    1

Europe
2

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  • Finland
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Private Advisor Group's Leadership

  • Stylized image of a person
    A. S.
    Chief Marketing Officer
    Phone icon
  • Stylized image of a person
    J. K.
    Chief Of Staff
    Phone icon
  • Stylized image of a person
    M. A.
    President
    Phone icon
  • Stylized image of a person
    P. S.
    Head Of Technology & Advisor Experience
    Phone icon
  • Stylized image of a person
    T. D.
    Managing Partner
    Phone icon
  • Stylized image of a person
    S. B.
    Digital Marketing Manager
    Phone icon
  • Stylized image of a person
    R. M.
    Compliance Project & Operations Manager
    Phone icon
  • Stylized image of a person
    A. M.
    Senior Billing Specialist
    Phone icon

Private Advisor Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Business
  • Business Development
  • Other
  • Community & Social Services
  • Education
  • Human Resources

Contact profiles from Private Advisor Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Chief Marketing Officer
    Phone icon
    Jul 08, 2024
  • Stylized image of a person
    M. A.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    T. D.
    Managing Partner
    Phone icon
  • Stylized image of a person
    J. K.
    Chief Of Staff
    Phone icon
    Jun 30, 2026
  • Stylized image of a person
    P. S.
    Head Of Technology & Advisor Experience
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    S. B.
    Digital Marketing Manager
    Phone icon
    Jul 15, 2026
  • Stylized image of a person
    R. M.
    Compliance Project & Operations Manager
    Phone icon
    Jul 15, 2026
  • Stylized image of a person
    A. M.
    Senior Billing Specialist
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    P. M.
    Senior Financial Planner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. M.
    Financial Advisor
    Phone icon
    Aug 05, 2026

Frequently Asked Questions

What is Private Advisor Group known for?

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Private Advisor Group was founded in 2011 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Private Advisor Group's company overview page for more information.

What is Private Advisor Group's most common email format?

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Private Advisor Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Private Advisor Group email formats with LeadIQ.

How many employees does Private Advisor Group have currently?

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Private Advisor Group has approximately 121 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Private Advisor Group's key employees and leadership?

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As of July 2026, Private Advisor Group's key employees include:

  • Chief Marketing Officer: A. S.
  • Chief Of Staff: J. K.
  • President: M. A.
  • Head Of Technology & Advisor Experience: P. S.
  • Managing Partner: T. D.

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