Private Advisor Group

10/26/2026

Elite is about conversations that create momentum.

Frank Smith and Jim Perhacs kicked off Elite Retreat with a look at what’s current; we gained future insight from two CEOs (thank you Jan) and heard best practices directly from Elite peers, Ryan Flynn & Judy Esau.

When you have conversations that make you stop, think, and see what’s next a little differently, the ideas may start in Florida. They won’t stay here. Thank you to all of today's speakers.

10/26/2026

Surf's Up! Congratulations to our Elite Retreat qualifiers. You've earned this experience, and now it's time to make waves!

10/22/2026

Client loyalty may not be the asset you think it is.

Here’s our CFO Adam Schorr’s perspective on building enterprise value and what buyers really look for. https://www.privateadvisorgroup.com/what-buyers-are-actually-underwriting/

10/20/2026

Advisors are finding that the most valuable conversations often start with their clients' lives, not their portfolios

In our latest Perspectives, Jeffrey Byas and John Strasburger share why putting financial planning first can change the conversation.

As clients gain more access to investment information, advisors are finding that the most valuable conversations often start with their lives, not their portfolios.

10/14/2026

If you stepped away tomorrow, what happens to your advisory business?

If the answer involves a lot of phone calls and some improvisation, there's work to be done.

Our CEO, Frank Smith, spoke with Connect Money about why lasting enterprise value often comes down to the less glamorous things: shared client relationships, documented workflows, and a continuity plan that keeps pace.

As advisors face mounting pressure to grow assets, retain clients, and plan for the future, many are discovering that meaningful value creation doesn’t require reinventing their business. Frank Smith, CEO of Private Advisor Group, has spent years helping advisors identify practical, often overlook...

10/08/2026

We're honored to once again be recognized by Barron's. More than a ranking, this is a reflection of the incredible advisors in our community who continue to grow, innovate, and make a meaningful difference in the lives of the investors they serve. Congratulations on another exceptional year! https://www.privateadvisorgroup.com/news/2026-barrons-top-ria/

10/02/2026

Cruising through 2026 with the navigational swiftness of a sunfish. 🌊

A quick stop in Minnesota brought together great conversations on service, technology, succession and what’s ahead.

Hats off to the Land of 10,000 Lakes and our incredible advisors. We’ll see you on the water again.

09/30/2026

Not every advisor thinking about selling their practice is focused on the same things as the buyers. That gap can be costly.

Our CFO, Adam Schorr, joined Jeff Berman at Wealth Solutions Report to unpack what buyers actually look at, why founder dependency can matter more than expected, and how advisors can build a practice that holds its value long before an exit.

For advisors thinking about what comes next, it’s worth a read:

Private Advisor Group Chief Financial Officer Adam Schorr Discusses What Buyers Value And Why Reducing Founder Dependency Takes Time

09/18/2026

Give and give more. It’s one of our values, and this year's Invest in Others gala is a true example of that value in action.

Congrats to all of the honorees, and a special shout-out to William T. Rabbitt, CFP, on his honorable mention this year for his incredible work with Habitat for Humanity of North Central Connecticut!

09/16/2026

Streamline is back.

We’re bringing advisors and office staff together for a day focused on smarter technology, more efficient operations, and practical ideas to help simplify the day-to-day. We're streaming live today, and if you are not part of Private Advisor Group? Reach out. https://www.privateadvisorgroup.com/join-us/