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Private Advisor Group Rebrands with a Powerful New Message to Independent Financial Advisors and Clients, Expands Patent-Pending Compliance Solution to Growing RIA Firms
[September 16, 2020]

Private Advisor Group Rebrands with a Powerful New Message to Independent Financial Advisors and Clients, Expands Patent-Pending Compliance Solution to Growing RIA Firms


MORRISTOWN, N.J., Sept. 16, 2020 /PRNewswire/ -- Private Advisor Group (PAG), recognized as one of the 200 fastest-growing Registered Investment Advisors in the U.S.1, has today unveiled its new brand identity, logo, and digital platform. These changes come at a time when PAG is rapidly expanding its services for independent advisors, investors, and RIA firms.

"Since our founding, Private Advisor Group has built a strong reputation for helping independent advisors and investors confidently navigate a changing industry," said Berta Aldrich, Managing Director.  "Rebranding our business allows us to celebrate this legacy while more effectively building upon it. PAG is growing, and we're developing new solutions that enable our audience to continue to work towards their own growth and success. Our new brand and tagline, "Grow with Us," is a reflection of that."

Growth – for the business as well as its stakeholders – has always been a top priority at PAG. The organization was founded when financial advisors John Hyland and Pat Sullivan set out to reduce the burden of an increasingly complex regulatory environment. They developed an innovative compliance system that allowed advisors to navigate regulation changes with ease, freeing them to spend more time with their clients and grow their respective businesses. Ten years later, PAG has grown from two advisors to more than 650, serving 55,000 clients.  Now, PAG is expanding its compliance platform to growing RIA firms that need a sound compliance infrastructure to reduce their heightened risk.

The expansion of its comprehensive, patent-pending compliance platform is a major part of PAG's rebranding efforts. The firm has also developed new tools, education, and community groups that will continue to allow advisors to turn their business challenges into opportunities, grow successful independent practices, and build loyal relationships with their clients The firm's new digital platform, including website, social media, and content, was designed in conjunction with AAJ Design, located in Philadelphia, with the intent to re-emphasize its commitment to helping all independent advisors successfully grow their business. So far, in 2020, 25% of new advisors have been women, almost 50% higher than the industry average.2



"Our goal is to continue to provide a family-like atmosphere at PAG, where independent advisors, investors, and now RIA firms from all across the U.S. can work towards growing successfully and help their clients pursue their vision of financial success," says Pat Sullivan, Managing Director, Private Advisor Group. "If we can continue to work towards that, we will aim to do our part to provide an important service to investors, advisors, and our industry."

About Private Advisor Group


Private Advisor Group's mission is to help advisors grow their business by providing a suite of services that enables them to stay focused on their clients. In 2019, PAG was ranked #3 on Barron's Top 50 RIA firms and named as one of the fastest-growing firms by WealthManagement.com. In 2020, they were once again named to the FT300.

Founded by advisors John Hyland and Pat Sullivan, PAG has quickly become an industry standard for advisors seeking independence. The firm has grown to over $21 billion in assets under management (AUM), while supporting more than 650 advisors as of June 30, 2020. For more information, visit privateadvisorgroup.com.

AAJ Design is not affiliated with PAG.

  1. The WealthManagement.com 2019 Thrive Award was compiled by measuring the percentage of revenue growth over the previous three years. Average revenue growth of the top 200 list was three times the industry average, as calculated by McKinsey & Company's PriceMetrix.
  2. Investment News, The Rise of the Female Financial Advisor, August 8, 2018. The percentage was calculated by taking 25%/17%, for a 47% increase over the industry average.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. The listing reflected each practice's performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice's future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Barron's "Top Firms," Barron's bases its ratings on qualitative criteria: firms with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Firms are quantitatively rated based on varying types of revenues and assets advised by the firm, with weightings associated with each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.  The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the firm's clients. The rating is not indicative of the past or future performance.  Neither the firm nor its financial advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Media Contact:
Berta Aldrich
Private Advisor Group
Managing Director, CMO, CHRO
berta.aldrich@privateadvisorgroup.com

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SOURCE Private Advisor Group


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