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Private Advisor Group Logo
Private Advisor Group Growth Score
86
CB Rank
250842
Heat Score
40
Private Advisor Group delivers independence solutions for businesses coupled with the level of support during and after the transition.
Founded
obfuscation
PrivateCorporate Round Morristown, New Jersey, United States51-100 www.privateadvisorgroup.com
Advice
Consulting
Financial Services
Overview

Private Advisor Group
Growth Score
86
Heat Score
40

Growth Score86
-8 pts
in past quarter
Heat Score 40
-20 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Private Advisor Group

CB Rank
250842
Private Advisor Group delivers independence solutions for businesses coupled with the level of support during and after the transition.
Founded
obfuscation
PrivateCorporate Round Morristown, New Jersey, United States51-100 www.privateadvisorgroup.com
Advice
Consulting
Financial Services

Funding Rounds

Corporate Round
OBF
in
obfuscation

Key People

  • Photo of John P. Hyland
    John P. Hyland: Co-Founder and Managing Director of Strategic Partner Relations
  • Photo of Frank Smith
    Frank Smith: Chief Executive Officer
    Past Role: CUNA Mutual Group, Director of Investment Solutions

Details

Legal Name Private Advisor Group, LLC.
Operating Status Active
Number of Exits 
obfuscation
Company Type For Profit
Founders  John P. Hyland
About the Company
Private Advisor Group delivers independence solutions for businesses coupled with the level of support during and after the transition. It provides customer service, in-depth risk management, and forward-thinking solutions. Private Advisor Group was founded in 2011 and is headquartered in Morristown, New Jersey.
Phone Number +1 973 538 7010
Contact Email enquiries@pritex.co.uk
Predictions & Insights

Growth Insight

See this Growth Insight
Private Advisor Group is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Comprehensive Compliance Support
Provides strategic guidance and proactive support to ensure financial advisors maintain regulatory compliance and operate securely.
Investment Management Platform (WealthSuite)
A proprietary platform offering tools for portfolio management, including model selection and custom indexing to meet diverse investment needs.

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Financials

Company Funding

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
obfuscation
LPL FinancialCorporate Round
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Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
obfuscation
LPL FinancialCorporate Round
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Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
obfuscation
LPL FinancialCorporate Round
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Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
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LPL FinancialCorporate Round
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Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
obfuscation
LPL FinancialCorporate Round

Funding Rounds

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
obfuscation
LPL FinancialCorporate Round
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Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
obfuscation
LPL FinancialCorporate Round
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Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
obfuscation
LPL FinancialCorporate Round
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Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
obfuscation
LPL FinancialCorporate Round
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Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
1
obfuscation
LPL FinancialCorporate Round

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
LPL Financial Logo
LPL Financial
Yes
Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
—
LPL Financial Logo
LPL Financial
Yes
Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
—
LPL Financial Logo
LPL Financial
Yes
Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
—
LPL Financial Logo
LPL Financial
Yes
Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
—
LPL Financial Logo
LPL Financial
Yes
Corporate Round - Private Advisor Group Logo
Corporate Round - Private Advisor Group
—

Investments

Number of Investments 3
Number of Exits 
obfuscation
Number of Acquisitions 1
See investment data for this company, with details on deal size, industry, stage, and more.
Announced Date  
Organization Name  
Lead Investor  
Funding Round  
Money Raised  
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation

Investment Breakdown

Number of Investments 3
Number of Exits 
obfuscation
Number of Acquisitions 1
See investment data for this company, with details on deal size, industry, stage, and more.
Announced Date  
Organization Name  
Lead Investor  
Funding Round  
Money Raised  
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation
obfuscation
Kite Realty Group Trust Logo
Kite Realty Group Trust
Yes
Post-IPO Equity - Kite Realty Group Trust Logo
Post-IPO Equity - Kite Realty Group Trust
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 3

Employee Profiles

News

News and Press

News•May 6, 2026
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News•Apr 17, 2026
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News•Apr 17, 2026
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News•Mar 3, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,769
20.42%
 in past month

IT Spend

$436.2KThis year, Private Advisor Group is projected to spend $436.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Outstanding Shares Logo
Outstanding Shares
100
TED Talk Logo
TED Talk
96
Amazon Marketing Services (AMS) Logo
Amazon Marketing Services (AMS)
96

Actively Used Products

23Private Advisor Group uses 23 technology products and services including HTML5, Wordpress, and  Gravity Forms, according to G2 Stack.

Active Website Tech Count

35Private Advisor Group is actively using 35 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Common Crawl, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Private Advisor Group's headquarters? Private Advisor Group is located in Morristown, New Jersey, United States.Who invested in Private Advisor Group? Private Advisor Group is funded by LPL Financial.When was the last funding round for Private Advisor Group? Private Advisor Group closed its last funding round on
obfuscation
from a Corporate Round round.Who are Private Advisor Group's competitors? Alternatives and possible competitors to Private Advisor Group may include Fidelity, Dynasty Financial Partners, and  LPL Financial.
Who We Are
What We Do
Helpful Links
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