Firm profile

PRIVATE ADVISOR GROUP, LLC

MORRISTOWN, NJCRD 155216Latest ADV April 28, 2026

Private Advisor Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Morristown, NJ. Its latest Form ADV filing, dated April 28, 2026, reports $44.3B in regulatory assets under management, 674 employees, 476 offices, and 142,226 accounts.

Assets Under Management
$44.3B
Employees
674
Offices
476 offices
Total Clients
142,225
Primary office
MORRISTOWN, NJ
305 MADISON AVENUE, MORRISTOWN, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOFranklin R. Smith
CCOJames A. Hooks
CFOAdam J. Schorr

Advisory services offered

8 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 82.7% of total clients.
Top client categories% of clientsClients
1
Individuals
82.7%
117,657
2
HNWI
15.5%
22,083
3
Pension Plans
0.8%
1,195
4
Corporations
0.5%
657
5
Charitable
0.4%
554
Additional categories (<0.1%)
Government67 clients
Insurance Cos.12 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$44.3Bas of April 28, 2026
Discretionary100.0%
$44.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$8M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$44.3B
Total Accounts142,226
10Y AUM Change+$32.4B (+272.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees674
Clients per Employee211:1
10Y Employee Change+90 (+15.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.