Private Advisor Group, LLC

Private Advisor Group offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm operates primarily through a network of independent investment adviser representatives who work with various custodians like LPL Financial, Charles Schwab, and Fidelity. Private Advisor Group provides access to turnkey asset management programs, model portfolios from major institutional strategists, and specialized services such as management of held-away retirement accounts. The firm emphasizes personalized portfolio construction, asset allocation, and ongoing monitoring while also accommodating clients who prefer commission-based products through affiliated brokerage relationships.