Private Advisor Group provides a technology platform that can be tailored to meet the specific needs of Cypress Wealth Partners, LLC. This platform, combined with the expertise of a successful team and access to unique institutional resources, helps us offer our clients a more efficient, cost-effective, and comprehensive service. Private Advisor Groups has relationships with a wide range of technology solutions, portfolio managers, and other providers, which allows us to offer unbiased, transparent, and trustworthy advice.
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.
Private Advisor Group as a registered investment advisor nor Cypress Wealth Partners hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc., to serve as custodian to safeguard our client’s assets. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. You will receive customized operational alerts, instant online access to detailed account information and online cash management.