Private Advisor Group

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/

09/15/2026

"Build the mousetrap, set the right bait, and the rest will take care of itself."

That's how John Farnham, our Director of Advisor Growth and Engagement, thinks about scaling a practice. Not more hustle. Better systems.

In this month's Perspectives, John breaks down two real paths to scale, what separates top producers from everyone else, and exactly where to start if outsourcing is on your mind.

Read it here →

Scale means something different to every advisor. Build the mousetrap, set the right bait, and the rest will take care of itself.

09/11/2026

Celebrating Wealthies finalists, Drew Boyer and Frank Smith! Proud to have them representing Private Advisor Group in NYC.

On a day like today, we’re especially grateful to be surrounded by this city’s resilience, and strength. 🇺🇸

08/24/2026

Advisors often look at AUM, experience, and client loyalty when thinking about value. Buyers are looking at something else: How transferable and scalable is the business without the founder at the center?

In this month’s Perspectives, Adam Schorr breaks down what buyers are really underwriting and what advisors can do to shape future value.

Read more:

Ask an advisor what their practice is worth, and you'll usually hear about assets under management, years in the business and the loyalty of a client base built over decades. Ask a buyer the same question and you'll get a completely different answer.

08/21/2026

What's the most important number in your business?

It's probably not your valuation multiple.

Our CFO Adam Schorr joins Russ Alan Prince and Financial Advisor Magazine to explore what advisors can learn from a CFO mindset, how to measure the true health of a business, and why long-term value creation starts long before an exit.

A must-read for financial advisors, entrepreneurs, and CFOs focused on building enterprise value. https://www.fa-mag.com/news/building-practice-value--what-financial-advisors-can-learn-from-a-cfo-88178.html?section=356