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| Private Advisor Group LLC
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| |
|---|---|
| CRD # | 155216 |
| SEC # | 801-72060 |
| CIK # | 0001567755, 0001681115 |
| AUM | $31.5 BB (2024-06-28) |
| Employees | 726 (99% Investors, 86% Brokers) |
| Phone | 973-538-7010 |
| Address | 305 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| 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 ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |