When was Private Advisor Group founded?

Private Advisor Group was founded in 2010 and raised its 1st funding round 11 years after it was founded.

Where is Private Advisor Group located?

Private Advisor Group is headquartered in Morristown, United States.

Who is the current CEO of Private Advisor Group?

Frank Smith of Private Advisor Group.

How many employees does Private Advisor Group have?

As of Aug 31, 2026, the latest employee count at Private Advisor Group is 120.

Is Private Advisor Group a funded company?

Private Advisor Group is a funded company, having raised an undisclosed amount across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Dec 20, 2021.

When was the latest funding round of Private Advisor Group?

Private Advisor Group's latest funding was a $***** Seed round on Nov 20, 2025, with participation from 0 investor.

Where does Private Advisor Group rank among its competitors?

Private Advisor Group ranks 239th amongst 10876 active competitors, of which 289 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of Private Advisor Group?

Private Advisor Group's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

Private Advisor Group - 2026 Company Profile, Team, Funding & Competitors

Company Details

Website: privateadvisorgroup.com
Social
Phone Number: +1 **********

Key Metrics

Founded Year

2010

Location

Morristown, United States

Stage

Seed

Latest Funding Round

Seed, Nov 20, 2025, $*****

Investors

Merchant Investment Management & 1 more

Ranked

239^th among 10876 active competitors

Employee Count

120 as on Aug 31, 2026

Similar Companies

Fidelity Investments & 33690 more

View Private Advisor Group's full profile

Private Advisor Group has raised funding over 2 rounds. Its first funding round was on Dec 20, 2021. Private Advisor Group has 2 institutional investors.

Here is the list of recent funding rounds of Private Advisor Group:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Nov 20, 2025	3002092	Seed	7664225	3726777	5060834	4627070
Dec 20, 2021	1098645	Seed	7610675	3112046	1160443	Merchant Investment Management

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View details of Private Advisor Group's funding rounds and investors

Private Advisor Group's employee count trend

Private Advisor Group has 120 employees as of Aug 26. Here is Private Advisor Group's employee count trend over the years:

Employee count trend for Private Advisor Group

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Top competitors of Private Advisor Group include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Private Advisor Group, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	79/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	78/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
239th	Private Advisor Group 2010, Morristown (United States), Seed	Provider of wealth management and financial advisory services	-	Merchant Investment Management & 1 others	46/100

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Private Advisor Group has made no investments or acquisitions yet.

Here is the latest report on Private Advisor Group's sector:

Free

Asset Management - Sector Report

Edition: July, 2026 (62 Pages)

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Media has covered Private Advisor Group for a total of 11 events in the last 1 year, 7 of them have been about company updates and 1 about people movement.