Private Advisor Group LLC

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Assets, Funds, Holdings

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Private Advisor Group LLC
CRD #155216
SEC #801-72060
CIK #0001567755, 0001681115
AUM $31.5 BB (2024-06-28)
Employees 726 (99% Investors, 86% Brokers)
Phone973-538-7010
Address305 Madison Avenue
Morristown, NJ 07960
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
1108866442202009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.5
MSFT 1,918.2 0.3
NVDA 399.6 0.3
AMZN 1,093.0 0.2
GOOG 1,482.6 0.1
 
 
 
 
 
 
Holdings by Sector ($BB)
2016128402012201620202025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 103,878 15.8
(b) Individuals (high net worth individuals) 16,097 14.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1,271 0.4
(h) Charitable organizations 416 0.2
(i) State or municipal government entities 55 0.4
(j) Other investment advisers 0 0.0
(k) Insurance companies 13 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 426 0.6
(n) Other 0 0.0
Total 122,156 31.5
By Discretionary
Discretionary 122,147 31.5
Non-Discretionary 9 0.0
Total 122,156 31.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 31.5
Total 122,156 31.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001567755]
13F-HR [0001681115]
Related Firms State AUM ($BB)
Private Advisor Group LLC
NJ 31.5
Private Advisor Network LLC
NJ 0.0
Comparable Firms State AUM ($BB)
Osaic FA Inc
IN 37.1
Chevy Chase Trust Company
MD 36.0
Voya Investment Management LLC
GA 33.8
Equitable Advisors LLC
NY 29.8
Buckingham Strategic Partners LLC
MO 28.5
AE Wealth Management LLC
KS 27.1
Cliffwater LLC
CA 26.7
Savant Capital LLC
IL 26.3
Capital Advisors Group Inc
MA 25.9
The Ayco Company LP
NY 25.9
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