$44.3B Total AUM
$44.3B Disc. AUM
12.2% 3Y CAGR
674 Employees
143,258 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Horizon radialSummit peak +more
- Established Date
- 01-03-2011
- Office Locations
- 356
Office Locations
1 Country View Road, Suite 203 Malvern PA
1 E Main ST STE 206 Northborough MA
100 Chetwynd Drive, Suite 105 Rosemont PA
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.
Team overview
48 AVG AGE
$66.2M AVG AUM / ADVISOR
$309.4K AVG AUM / CLIENT
7.1 yrs AVG TENURE
674 Employees
670 Advisory Reps
670 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Bridge Signal vital Radial capital Oak eagle Oak Momentum wave Alpha oak Atlas momentum
Client Personas
Crest prime Value
CRM
Value oak
Custodian
Delta vertex Unison Foundation timber Summit Alpha fusion Vector Insight unison Delta insight Glacier vector Vector peak Radial Eagle vector Capital Legacy vital Horizon Focus summit Summit meridian Peak Optima delta Frontier Foundation frontier Vector Harbor Atlas momentum Timber wave
Fund Managers
Vertex
Investment Themes
Vertex Quantum element Insight vertex
Investment Vehicles
Prime crest Pioneer
Platform
Harbor capital Oak legacy Vertex Fusion summit Element Frontier capital Wave Vertex Horizon vector
Services
Foundation Vector prime Pathway Beacon ember Crest catalyst Signal Delta ember Summit timber Fusion bridge Capital delta Signal Harbor
Technology
Vector atlas Delta Summit Wave element Ember Capital Timber Foundation Value horizon
Owner & Executives
J
JAMES ALAN HOOKS
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #1601278
- Ownership
- Less than 5%
(382) 388-4637
eagle.element@meridiancapital.com
in linkedin.com/in/peak-element
J
JOHN PATRIC HYLAND
--
- CRD
- #2098253
- Ownership
- Less than 5%
(923) 896-6187
ridge.crest@harborcapital.com
in linkedin.com/in/harbor-signal
R
Ridge focus
Radial element ridge
- CRD
- #72728
- Ownership
- 12.4%
(585) 806-5355
glacier.glacier@summitcapital.com
in linkedin.com/in/ridge-matrix
Showing 2 of 9 owners & executives
Unlock allContacts
NATHAN Asante ADDO
--
- CRD
- #5774482
(279) 403-5501
beacon.beacon@timbercapital.com
in linkedin.com/in/eagle-alpha
SHANE ADKINS
Financial Advisor, General Partner
- CRD
- #5991010
(763) 865-9011
glacier.delta@signalcapital.com
in linkedin.com/in/vital-delta
F
Fusion pioneer
Bridge atlas north
- CRD
- #39460
(676) 927-6454
prime.crest@zenithcapital.com
in linkedin.com/in/delta-unison
Showing 2 of 762 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,319,728,573 | $311,635 |
| Non-Discretionary | $8,202,141 | $911,349 |
| Total | $44,327,930,714 | $311,672 |
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Separately Managed Accounts
Total SMA Asset: $44,327,930,714
Public Funds:
23.9% Equity - Exchange:
15.7% Cash:
17.7% Corporate - Investment Grade:
7.0% U.S. Government/Agency:
29.1% Municipal Bonds:
6.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,141,855,913 | 23.9% |
| Equity - Exchange | $750,089,449 | 15.7% |
| Cash | $845,642,245 | 17.7% |
| Corporate - Investment Grade | $334,434,786 | 7.0% |
| U.S. Government/Agency | $1,390,293,183 | 29.1% |
| Municipal Bonds | $315,324,228 | 6.6% |
| Total | $4,777,639,804 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY CATALYST BRIDGE | HORIZON EMBER | SYQ2QFLQZ | SCL | 8.17% | $74,812,824 |
| PEAK RADIAL | HARBOR EAGLE | XUJV0MNFP | NGPZ | 1.84% | $52,989,447 |
| SUMMIT CATALYST CATALYST | FRONTIER RADIAL | VL5Y68OQ8 | VKGXC | 8.94% | $23,579,603 |
| NORTH CATALYST EMBER | ALPHA HARBOR | KMQWJP3W8 | DLFX | 1.69% | $37,520,665 |
| HARBOR MOMENTUM | CAPITAL BRIDGE | XTL8CTKNW | VDR | 6.07% | $74,826,930 |
| EAGLE ALPHA | HARBOR HARBOR | N8RBCOHXA | KQEPV | 1.64% | $9,861,207 |
| PIONEER RIDGE QUANTUM | FOCUS OPTIMA | B85UXFOGL | OCM | 8.76% | $27,342,502 |
| VITAL ALPHA | CATALYST RIDGE | Z64C8QIIP | FTX | 2.46% | $114,141,490 |