Through my affiliation with Private Advisor Group, our firm has access to industry-leading services and resources, to enhance my services to you, inspire growth, fiduciary adherence, and help me stay connected with a nationwide community of peers in the financial profession.
Private Advisor Group has been recognized by Barron’s as one of the top 100 registered investment advisory (RIA) firms on the publication’s listing of “2025 Top 100 RIA Firms.”
Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. Awards for previous years reflect data from July 1 of the preceding year to June 30 of the year of the award. This recognition is not indicative of future performance and may not reflect the experience of all clients.