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PRIVATE ADVISOR GROUP, LLC
CRD 155216File 801-72060
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$44.33B
Top 10% of cohort (national)
Discretionary AUM
$44.32B
Non-discretionary $8.2M
Clients
142,225
142,226 accounts
Employees
674
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 3, 2011
- Principal office
- 305 MADISON AVENUE, MORRISTOWN, NJ, 07960
- Phone
- 973-538-7010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $44.33B
- Discretionary AUM
- $44.32B
- Non-discretionary AUM
- $8.2M
- Discretionary accounts
- 142,217
- Non-discretionary accounts
- 9
- Total accounts
- 142,226
- AUM per client
- $312K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 657 | $824.7M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | 12 | $16.5M |
| Charitable organizations | 554 | $314.4M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 22,083 | $22.43B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 1,195 | $389.3M |
| State or municipal government entities | 67 | $435.2M |
| Individuals (other than high net worth individuals) | 117,657 | $19.92B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR/REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.