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Independent Intelligence on the Private Wealth Industry
Monday, October 5, 2026The Morning Brief →Sign in
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Private Advisor Group

MORRISTOWN, NJ
CRD: 155216
In PWD coverage since August 19, 2026 · 2 stories
$57.7B▲ 30%Regulatory AUMSEC Form ADV · Oct 3
930EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Sep 21, 26Deal announcedMariner Advisor Network · LPL Financial — coverage
PWD coverage
exit

Buyers still pay up. They want the file first

Deal counts fell 9% while seller assets climbed 88%, and the gap between those two numbers is where a founder's pitch and the premium get decided.
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