PrivateAdvisorGroup

Frank Smith named 2026 Most Admired CEO by @CBJnewsroom. A reflection of the momentum behind our 800+ advisor community—and a firm built for where advisors are going next. See what’s driving it → Read more privateadvisorgroup.com/news/2026-most…

Adversity → opportunity? After a stage IV melanoma diagnosis, RJ Moore shares how mindset, community, and grace carried him forward with @Diana_Britton. A powerful reminder of resilience. Listen: youtube.com/watch?v=9DiKbw…

Behind every successful independent advisor is a support system that works quietly and consistently. While every transition is unique, most advisors are fully up and running in just 30-45 days. Seamless transitions happen here: privateadvisorgroup.com/seamless-trans…

The countdown is on! ⛳The Fit to Serve Classic is just around the corner, bringing together our advisor community and partners for a day of golf and giving in support of the Fit to Serve Foundation. privateadvisorgroup.com/fit-to-serve/

Gen Z is learning money from TikTok & YouTube—nearly 70% turn to social for financial advice. But quality is mixed, and literacy scores lag at just 38%. They deserve better. Advisors who meet them where they are—and deliver guidance they can trust. #FinancialLiteracy #FitToServe

Advisors got real about what’s actually working in their practices. Top takeaway? It’s not about more tech—it’s about better workflows, smarter service models, and intentional growth. 5 lessons worth your time 👉 privateadvisorgroup.com/under-the-micr…

Financial illiteracy has a real price tag. These aren't just numbers; they're overdraft fees, high-interest loans, late payments, and lost opportunities. Through our Fit to Serve Foundation, our goal is to make financial knowledge accessible to everyone. #FitToServe

LPL Financial & Private Advisor Group announces acquisition of Mariner Advisor Network. Get the full story in the press release: privateadvisorgroup.com/news/mariner-2…

What happens when great advisors unite? Ideas spark, connections form, and the future of independent advice shines brighter. 💡✨ Watch the highlights from our Annual Conference and see what the "Enjoy the Journey" energy is all about! 📽️👇 youtube.com/watch?v=x_Cno1…

Advisors can't pour from an empty cup. Through @privateADVgroup & Fit to Serve, we support advisors in three ways: • Mental wellness • Physical health • Financial literacy in our communities Learn more: privateadvisorgroup.com/fit-to-serve/

If you cross paths with Frank Smith this week, wish him a happy birthday. Whether he’s cruising at altitude or running point in the boardroom, he’s always a few steps ahead, calm, precise, and solving problems. Here’s to another year of making it all look easy. Cheers to our CEO!

Only 19% of U.S. adults took a personal finance class in high school. 📉 The result? Over 70% say they’d have fewer money mistakes, less stress, and more financial progress with that education. Advisors: You are the bridge to a more confident community. 💡 #FitToServe

April is Financial Literacy Month. The reality: 📊 48% literacy rate 💰 $243B lost annually 😰 1 in 3 stressed about money Through Fit to Serve, we're supporting advisors who make financial education accessible. privateadvisorgroup.com/fit-to-serve/

The best ideas don’t come from a playbook—they come from advisors living it every day. At our Annual Conference, Table Topics surfaced real strategies to run more efficient, client-focused practices. Worth a read: privateadvisorgroup.com/practical-peer…

Our community comes to life at our events. It’s where independent advisors connect, share ideas, and learn from others who understand the journey. The conversations don’t end when the event does — they carry forward. 👉 youtube.com/playlist?list=…

☘️ Morristown showed up. So did we. Private Advisor Group joined the St. Patrick’s Day parade—bringing the energy, the green, and our community together. 💚

Welcome, Robert Woodend, CRPC®, now with Memphis Planning & Wealth. “It’s been a privilege working with Robert throughout this journey,” shared Karen Hayes, Business Development Consultant. Learn more: lpl.com/news-media/pre…

Celebrating the women who lead, build, and lift others along the way. Your vision and impact are shaping our firm, our industry, and the future of advice. 💪✨ #WomensHistoryMonth

Advisors carry a lot. They guide families through life’s biggest decisions while running and growing their own businesses. That’s why we launched Fit to Serve, a foundation focused on mental wellness, physical health, and financial literacy. privateadvisorgroup.com/private-adviso…

“I didn’t want to spend my early years building infrastructure, I wanted to build relationships.” @samvaranocfp built Cypress Wealth with a client-first focus and a foundation designed for scale. Read more: privateadvisorgroup.com/building-from-…