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PRIVATE ADVISOR GROUP, LLC

MORRISTOWN, NJ · CRD 155216 · IAPD ↗ · 973-538-7010

$57.70BRegulatory AUM
885Advisory reps
930Employees
1033Clients
More than 500Planning clients
0Private funds
53States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — PRIVATE ADVISOR GROUP, LLC added office(s): 476 -> 569 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
October 2026 — PRIVATE ADVISOR GROUP, LLC reported RAUM up 30% ($44.33B -> $57.70B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
October 2026 — PRIVATE ADVISOR GROUP, LLC grew from 670 to 885 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2026 — PRIVATE ADVISOR GROUP, LLC shrank from 742 to 670 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — PRIVATE ADVISOR GROUP, LLC added office(s): 461 -> 476 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — PRIVATE ADVISOR GROUP, LLC added office(s): 349 -> 461 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
October 2024 — PRIVATE ADVISOR GROUP, LLC grew from 721 to 742 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
April 2024 — PRIVATE ADVISOR GROUP, LLC grew from 708 to 721 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.