Private Advisory
SEC RegisteredOptimizing wealth for high impact people
About the firm
Private Advisory Group LLC is a family office and wealth management firm with $1.9B in assets under management, serving 500+ families through an integrated team of investment advisors, accountants, and attorneys. The firm offers both wealth management and family office services designed around each client's individual needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management (investments, tax planning, estate planning, family governance) and family office services, including in-house equity management, dedicated tax professionals, estate creation and management, liquidity event planning, buy/sell consulting, succession planning, and family governance support.
Who they serve
Founders, owners, executives, and legacy builders — high impact people nearing or experiencing liquidity events, building businesses, or managing complex family wealth.
Leadership
Office locations
Advisors at this firm
19 advisors in the directory
Regulatory & compliance
Data as of August 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Private Advisory has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched