Private Advisor Group logo

Private Advisor Group Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Private Advisor Group operates in the financial services sector, focused on supporting independent financial advisors. It provides advisors with autonomy to run their practices while offering a platform, professional support, and a community oriented toward people. The firm frames its approach around flexible affiliation options and technology-enabled resources intended to help advisors grow, scale, or transition their practices.

Headquartered in Morristown, New Jersey, the company positions itself to serve advisory professionals by combining securities services through LPL Financial with investment advisory through Private Advisor Group, a registered investment advisor separate from LPL. In April 2026, the firm announced a partnership with LPL Financial and an acquisition involving Mariner Advisor Network, signaling expansion of its hybrid advisory capabilities.

Find Private Advisor Group employees' phone numbers or email addresses

Private Advisor Group Global Highlights

Location
Employees

North America
121

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  • United States Of America
    119
  • Trinidad And Tobago
    1
  • Barbados
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Finland
    1

Private Advisor Group's Leadership

  • Chief Marketing Officer at Private Advisor Group
    A. S.
    Chief Marketing Officer
  • Chief Of Staff at Private Advisor Group
    J. K.
    Chief Of Staff
  • President at Private Advisor Group
    M. A.
    President
  • Head Of Technology & Advisor Experience at Private Advisor Group
    P. S.
    Head Of Technology & Advisor Experience
  • Managing Partner at Private Advisor Group
    T. D.
    Managing Partner
  • Digital Marketing Manager at Private Advisor Group
    S. B.
    Digital Marketing Manager
  • Compliance Project & Operations Manager at Private Advisor Group
    R. M.
    Compliance Project & Operations Manager
  • Senior Billing Specialist at Private Advisor Group
    A. M.
    Senior Billing Specialist

Private Advisor Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Business
  • Business Development
  • Other
  • Community & Social Services
  • Education
  • Human Resources
  • Finance

Contact profiles from Private Advisor Group

Name
Title
Contact
Location
Last Update
  • Chief Marketing Officer at Private Advisor Group
    A. S.
    Chief Marketing Officer
    Jul 08, 2024
  • President at Private Advisor Group
    M. A.
    President
    Oct 17, 2024
  • Managing Partner at Private Advisor Group
    T. D.
    Managing Partner
  • Head Of Technology & Advisor Experience at Private Advisor Group
    P. S.
    Head Of Technology & Advisor Experience
    Jun 08, 2026
  • Chief Of Staff at Private Advisor Group
    J. K.
    Chief Of Staff
    Aug 28, 2026
  • Digital Marketing Manager at Private Advisor Group
    S. B.
    Digital Marketing Manager
    Jul 15, 2026
  • Compliance Project & Operations Manager at Private Advisor Group
    R. M.
    Compliance Project & Operations Manager
    Aug 24, 2026
  • Senior Billing Specialist at Private Advisor Group
    A. M.
    Senior Billing Specialist
    Oct 18, 2024
  • Senior Financial Planner at Private Advisor Group
    P. M.
    Senior Financial Planner
    Oct 17, 2024
  • Financial Advisor at Private Advisor Group
    J. M.
    Financial Advisor
    Sep 12, 2026

Frequently Asked Questions

What is Private Advisor Group known for?

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Private Advisor Group was founded in 2011 and operates in the Financial Services industry. You can contact Private Advisor Group's main corporate office by phone at . Explore Private Advisor Group's company overview page for more information.

What is Private Advisor Group's most common email format?

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Private Advisor Group employees' email format typically follows the pattern of First.Last@privateadvisorgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Private Advisor Group email formats with LeadIQ.

How many employees does Private Advisor Group have currently?

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Private Advisor Group has approximately 122 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Private Advisor Group's key employees and leadership?

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As of August 2026, Private Advisor Group's key employees include:

  • Chief Marketing Officer: A. S.
  • Chief Of Staff: J. K.
  • President: M. A.
  • Head Of Technology & Advisor Experience: P. S.
  • Managing Partner: T. D.

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