PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Private Advisor Group, LLC

● SEC registered since 2011CRD 155216SEC# 801-72060Morristown, NJ
Export (members)
Reg. AUM
$44.33B
Employees
674
Accounts
142,226
Location
Morristown, NJ

Private Advisor Group, LLC assets under management

Private Advisor Group, LLC is an SEC-registered investment adviser based in Morristown, NJ. The firm has been registered since 2011. It reports $44.3 billion in regulatory assets under management and employs 674 people.

Private Advisor Group, LLC owners & executives

14 reported
NameTitleOwnershipSince
Adam J Schorr ControlChief Financial OfficerUnder 5%2023
Franklin R Smith ControlChief Executive OfficerUnder 5%2023
James Alan Hooks ControlChief Compliance Officer, Managing DirectorUnder 5%2019
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Private Advisor Group, LLC manage?

Private Advisor Group, LLC reports $44.3 billion in regulatory assets under management on its Form ADV.

How many employees does Private Advisor Group, LLC have?

Private Advisor Group, LLC reports 674 employees.

Where is Private Advisor Group, LLC located?

Private Advisor Group, LLC is based in Morristown, NJ and has been SEC-registered since 2011.

Does Private Advisor Group, LLC disclose fund performance?

Private Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address305 Madison Avenue, Morristown, NJ 07960
Phone973-538-7010
Fax973-490-6420
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$44.33B▲ 26%
Jan '25 — $35.29BFeb '25 — $35.29BMar '25 — $37.26BApr '25 — $37.26BMay '25 — $37.26BJun '25 — $37.26BJul '25 — $37.26BAug '25 — $37.26BSep '25 — $41.37BOct '25 — $41.37BNov '25 — $41.37BDec '25 — $41.37BJan '26 — $41.37BFeb '26 — $41.37BMar '26 — $44.33BApr '26 — $44.33BMay '26 — $44.33BJun '26 — $44.33B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$44.33Bregulatory AUM
Discretionary $44.32BNon-discretionary $8.2M