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Private Advisor Group

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Private Advisor Group is one of the top RIA firms in the US.

Private Advisor Group At A Glance:

*Advisory assets as of June 30, 2023.


Independent Advisors Nationwide


Advisory Assets Under Management*


Barron's Top RIA Firm



Straightforward Wealth Management has been affiliated with Private Advisor Group since January 2009 when there were fewer than 100 affiliated advisors – now there are over 750. Built to support the distinct needs of LPL Financial advisors, Private Advisor Group is a unique provider of world-class service, in-depth risk management, and forward-thinking strategies.

In addition to being vigilant in their risk management process, Private Advisor Group holds premier two-day annual regional conferences where they have many top notch speakers, mutual fund money managers, and industry experts on a variety of relevant topics. At these conferences, we are able to network with other LPL Financial advisors outside of the Northeastern Pennsylvania area to share and learn different ideas and strategies so that we can better serve our clients.

To learn more about Private Advisor group, check out their website below. 

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