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Private Advisor Group

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Morristown, New Jersey, United States Founded 1997 51-100 employees For Profit

Private Advisor Group delivers independence solutions for businesses coupled with the level of support during and after the transition.

Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
1
Investments
3
3 exits
Monthly Visits
Available in Pro
Contacts
0

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
65
Active products
23
IT spend
$436K

Investor Activity

Investments
3
Lead investments
3
Portfolio orgs
3
Exits
3
Exits via IPO
3

Company Info

Founded
1997
Employees
51-100
Operating status
Active
Company type
For Profit
Org types
company, investor
Founders
1
Sub-organizations
1
News articles
52
HQ
Morristown, New Jersey, United States
Region
Greater New York Area, East Coast, Northeastern US

Signals & Scores

Heat score
Low
Growth score
Low
Trend (7d)
-0.1
Trend (30d)
-0.3
Trend (90d)
-0.3
Last leadership hire
Feb 11, 2026

Investments by Private Advisor Group

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Acquisitions by Private Advisor Group

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Key People at Private Advisor Group

Co-Founder and Managing Director of Strategic Partner Relations
Chief of Staff
Chief Executive Officer

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Private Advisor Group - Company Profile, Full Acquisitions List, Funding and Investments