RIA Intel›Advisers›New Jersey›PRIVATE ADVISOR GROUP, LLC

PRIVATE ADVISOR GROUP, LLC

Advisory

N·MORRISTOWN, NJ

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM

$44.3B

1-Year AUM Growth

+18.2%

3-Year CAGR

+3.1%

Employees

670

Assets Under Management

Total AUM$44.3B

Discretionary AUM$44.3B

Non-Discretionary AUM$8M

Discretionary %100%

Total Clients137,723

Team

Total Employees670

Investment Advisers674

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record239

First FilingDec 9, 2010

Latest FilingJul 28, 2026

🔒 Full AUM trend chart and 239 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PRIVATE ADVISOR GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.