Private Advisor Group Enhances Advisor Engagement Model, Expanding Business Consultant Talent

MORRISTOWN, N.J., Feb. 20, 2025 /PRNewswire/ -- Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced the latest expansion of its Advisor Engagement program to provide deeper strategic guidance, tailored resources, and hands-on expertise to help advisors scale their businesses more effectively. To further strengthen this commitment to its community of 800 advisors nationwide, Private Advisor Group has added John Farnham as a Director of Advisor Growth and Engagement.

Mr. Farnham has held various business development and relationship management roles at LPL Financial and other large RIA firms with over 15 years of industry experience. This announcement follows the news of additional strategic hires for the program in January 2025.

"We're focused on giving advisors the strategic support they need to capitalize on opportunities and grow with confidence," said Verne Marble, Head of Business Development at Private Advisor Group. "From facilitating long-term business planning to improving everyday operations, our team is here to help advisors turn their goals into reality."

Going beyond relationship management, Mr. Farnham and the broader team at Private Advisor Group will work individually with advisors as their dedicated engagement leads, learning the nuances of the advisor's practice and their unique vision for the future. The engagement leaders will help advisors maximize the potential future value by consulting on crucial components of their practice as guided by the firm's strategic initiatives and objectives.

As an extension of the advisor's team, the engagement leaders will align advisors with the right tools, leaders, and strategies and help them leverage the resources available to them through their partnership with Private Advisor Group. These resources include a suite of proprietary programs, such as the Alignment & Equity Program, WealthSuite, and the Advisor Protection Program.

Engagement leaders will also facilitate community connections and collaboration. With a finger on the pulse, engagement leaders can help advisors tap into the community's wealth of knowledge by coordinating conversations with peers and like-minded experts.

"I'm thrilled to join Private Advisor Group and be part of a firm that is truly committed to empowering advisors with the resources and strategic guidance they need to grow and succeed," said Mr. Farnham. "I look forward to collaborating with the talented team at Private Advisor Group and working closely with advisors to help them navigate challenges, seize new opportunities, and bring their businesses to the next level."

Learn more about Private Advisor Group at privateadvisorgroup.com.

About Private Advisor Group

Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation's leading financial services firms. With over $35.2 billion in assets under management as of June 30, 2024, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors' practices. Barron's has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.

* Barron's "Top 100 RIA Firms" ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron's for inclusion in the ranking. Barron's ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.

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SOURCE Private Advisor Group