|
⚲
|
| Keyboard |
| Private Advisor Group LLC
✚
|
|
|---|---|
| CRD # | 155216 |
| SEC # | 801-72060 |
| CIK # | 0001567755, 0001681115 |
| AUM | 44.33 B (2026-06-17) |
| Employees | 674 (99% Investors, 85% Brokers) |
| Phone | 973-538-7010 |
| Address | 305 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.6 | ||
| Nvidia Corp | 0.4 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| SPDR Gold Trust | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117,657 | 19.9 |
| (b) Individuals (high net worth individuals) | 22,083 | 22.4 |
| (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 | 1,195 | 0.4 |
| (h) Charitable organizations | 554 | 0.3 |
| (i) State or municipal government entities | 67 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 12 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 657 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 142,226 | 44.3 |
| By Discretionary | ||
| Discretionary | 142,217 | 44.3 |
| Non-Discretionary | 9 | 0.0 |
| Total | 142,226 | 44.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 44.3 | |
| Total | 142,226 | 44.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001567755] | |
| SC 13G | [0001567755] | |
| 13F-HR | [0001681115] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Private Advisor Group LLC | Lumos Pharma Inc | [2024-11-12] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.6B |
| Clients | 1,033 (1 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 5493000F0XT6JO0FGT39 |
| Related Firms | State | AUM |
|---|---|---|
|
Private Advisor Group LLC
✚
|
NJ | 44.33 B |
|
Private Advisor Network LLC
✚
|
NJ |
| Comparable Firms | State | AUM |
|---|---|---|
|
AE Wealth Management LLC
✚
|
KS | 49.84 B |
|
Savant Capital LLC
✚
|
IL | 49.57 B |
|
Cliffwater LLC
✚
|
CA | 48.51 B |
|
Marquette Associates Inc
✚
|
IL | 47.06 B |
|
EP Wealth Advisors LLC
✚
|
CA | 45.15 B |
|
Chevy Chase Trust Company
✚
|
MD | 44.93 B |
|
Newedge Advisors LLC
✚
|
LA | 43.21 B |
|
Equitable Advisors LLC
✚
|
NY | 42.48 B |
|
Mawer Investment Management Ltd
✚
|
40.94 B | |
|
Prime Capital Investment Advisors LLC
✚
|
KS | 39.14 B |