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Private Advisor Group Company Profile - aVenture Research

Private Advisor Group

Private Advisor Group

Private Advisor Group, established in 1997, provides top-tier support and compliance services for over 600 independent advisors.

: 107

Morristown, NJ, US🇺🇸United States

Private Advisor Group, established in 1997 and based in Morristown, New Jersey, focuses on providing infrastructure support for independent financial advisors. The firm partners with the largest independent broker-dealer to offer exceptional compliance and supervisory oversight, high-touch customer service, and an attractive economic model for its over 600 member advisors. Their investment activities include post-IPO equity rounds.

Notable portfolio companies include AvalonBay Communities and Kite Realty Group Trust. The firm was founded by Patrick Sullivan and John Hyland. Private Advisor Group emphasizes a shared vision for growth, supporting advisors in creating independent firms while being part of a broader community. They offer unique value-add services such as compliance support and high-touch customer service to ensure advisors can focus on their clients and growth strategies.

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Classification

Also Known As: Private Advisor Group, LLC.

Headquarters: 65 Madison Avenue
Suite 300
Morristown, NJ, 07960-7368
US

NAICS

52

Finance and InsuranceEdition: 2022

SIC

60Depository InstitutionsEdition: 1987

Industry

Financial Services Companies
Investment Companies

Show 7 more industry codes

NAICS: 523Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesEdition: 2022
5239Other Financial Investment ActivitiesEdition: 2022
52399All Other Financial Investment ActivitiesEdition: 2022
523999Miscellaneous Financial Investment ActivitiesEdition: 2022
SIC: 67Holding And Other Investment OfficesEdition: 1987
672Investment OfficesEdition: 1987
6722Management Investment Offices, Open-endEdition: 1987