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Company info:

RIA department info:

Etcetera:

  • 22 FTEs
  • Founded in 1997

Q&A:

What is the service or product you offer to RIAs?

Private Advisor Group is todays independent solution built to support over 600 successful independent financial advisors nationwide. Our unique organization is designed to provide world class customer service, in depth risk management and forward thinking solutions. Advisors can expect extraordinary, personal support backed by the largest independent broker-dealer, enabling them to stay focused on their business.

How do you differentiate your offering from competitors?

Confidence. Community. Control. Private Advisor Group instills confidence in our advisors by performing all the required compliance and supervisory oversight they need, enabling them to focus on their business. Our community of like-minded advisors enjoy the feeling of belonging to something unique in the industry. We allow our advisors to enjoy the control they need to structure and run their business in the best way for both them and their clients. All of this is wrapped in a highly attractive economic wrapper.

What else would you like to say about your business?

Joining PAG is like joining a family that cares about your business and your goals. Today, more than ever, independent advisors need foundational and ongoing support to help them thrive in the future. “Private Advisor Group whitepaper:https://www.privateadvisorgroup.com/wm-report-download/"

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