CRD: 155216
Private Advisor Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2011
- Office Locations
- 424
Office Locations
About Private Advisor Group, LLC
Private Advisor Group, LLC is an independently owned RIA platform that supports independent advisors with scale, people, and operational resources so they can focus on client advice and grow their practices. Advisors provide holistic financial planning (retirement, estate, tax/insurance) and portfolio construction using ETFs, mutual funds, and model portfolios, with access to alternative investments when appropriate. Custody support includes Charles Schwab; the firm was recognized in Barron’s Top 100 RIA Firms.
Reported data analysis
What the numbers show
Between December 24, 2025 and September 30, 2026, reported AUM increased 39.5%, from $41.4B to $57.7B.
Across 5 reported observations, AUM increased 96.5% between October 14, 2022 and September 30, 2026, from $29.4B to $57.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 885 advisory representatives and 171,239 clients, or 193.5 clients per representative. That equates to $337.0K in reported AUM per client.
The profile lists 424 reported office locations and 15 years in operation. The source data was last updated on October 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Private Advisor Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES ALAN HOOKS
Chief Compliance Officer
- CRD
- #1601278
- Ownership
- Less than 5%
JOHN PATRIC HYLAND
Co-founder and partner
- CRD
- #2098253
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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NATHAN Asante ADDO
--
- CRD
- #5774482
SHANE ADKINS
Financial Advisor, General Partner
- CRD
- #5991010
Showing 2 of 933 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,691,036,244 | $338,966 |
| Non-Discretionary | $12,084,549 | $1,342,728 |
| Total | $57,703,120,793 | $339,019 |
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Separately Managed Accounts
SMA allocation detail is available
Private Advisor Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Private Advisor Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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