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Ste C","city":"Springfield"}]},{"state":"Indiana","offices":2,"addresses":[{"street":"10100 Lantern Road, Suite 200","city":"Fishers"},{"street":"9600 N Centennial DR, Ste A","city":"Munster"}]},{"state":"Kentucky","offices":2,"addresses":[{"street":"2703 Breckenridge Street, Ste. A","city":"Owensboro"},{"street":"9300 Shelbyville RD, Ste 915","city":"Louisville"}]},{"state":"Michigan","offices":3,"addresses":[{"street":"901 Wilshire Drive, Suite 262","city":"Troy"},{"street":"2400 Lake Lansing RD, Ste C","city":"Lansing"},{"street":"2260 East Saginaw Street","city":"East Lansing"}]},{"state":"Minnesota","offices":1,"addresses":[{"street":"9800 Shelard Pkwy Ste 220","city":"Plymouth"}]},{"state":"New Jersey","offices":4,"addresses":[{"street":"305 Madison Avenue","city":"Morristown","headquarters":true},{"street":"9000 Midlantic Drive, Suite 120","city":"MT. Laurel"},{"street":"2301 E. 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Mount Juliet RD., Ste 200","city":"Mount Juliet"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"1939 Roland Clarke Place Ste 400","city":"Reston"}]}],"minimumAccount":0,"brochureServices":["estate planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"973-538-7010","stateRegisteredReps":885,"otherAdviserReps":38,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Educational seminars/workshops","Other"],"financialPlanningClients":"3000","assetMix":[{"label":"Exchange-traded equity securities","percent":40},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":48},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"30 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155216/PDF/155216.pdf","brochureDate":"30 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059549","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"logo":{"src":"/firms/private-advisor-group-155216.webp","width":796,"height":200,"tone":"light","sourceLabel":"Private Advisor Group, website","sourceUrl":"https://www.privateadvisorgroup.com/"},"otherBusiness":[],"faq":[{"question":"How many clients does Private Advisor Group have?","answer":"Private Advisor Group has 170,206 clients and manages $57.7 billion for them, as of September 2026. They include 138,881 other individuals, 27,742 high-net-worth individuals and 2,155 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Private Advisor Group offer?","answer":"Private Advisor Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars and other activities. Its services also include estate planning and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Private Advisor Group charge?","answer":"Private Advisor Group charges up to 2.00% a year for investment advisory services.","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Private Advisor Group use?","answer":"Private Advisor Group’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $36,341,067,630 and Fidelity Brokerage Services LLC (Smithfield, RI), with $4,724,342,310. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Private Advisor Group have?","answer":"Private Advisor Group has 885 investment adviser representatives registered with state securities authorities, out of 930 employees, and 885 perform investment advisory functions. 751 are registered representatives of a broker-dealer and 665 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Private Advisor Group invest in?","answer":"At the end of its last fiscal year, Private Advisor Group’s separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 7% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% state and local bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Private Advisor Group have a minimum investment?","answer":"No, Private Advisor Group has no minimum account size.","source":"Part 2A brochure, Items 5 and 7","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Private Advisor Group?","answer":"Private Advisor Group is owned through a chain of holding companies by Patrick Sullivan and John Hyland. Its direct owner is Pag Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Private Advisor Group get paid?","answer":"Private Advisor Group is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. 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