Bentonville, AR NW J Street Office

Team
Updated today
Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Firm-wide stats for Private Advisor Group, LLC

Total advisors

921

Across 420 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

About

Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses and retirement plans, providing both discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting and access to wrap and non‑wrap advisory programs. The firm also offers managed account solutions including its proprietary WealthSuite, third‑party TAMPs and custodian programs, annuity allocation services, alternative investments through CAIS, and held‑away management for certain participant accounts via Pontera.

PAG describes its advisory model as fiduciary‑based: investment adviser representatives gather client goals and risk tolerances, then either act as portfolio managers or assist clients in selecting managers and model portfolios from strategists such as Fidelity, BlackRock and Invesco. The firm uses technology platforms (Orion for WealthSuite, Pontera for held‑away assets) and employs a range of methods (asset allocation, fundamental, technical, trading and both long‑ and short‑term strategies) while often implementing advice through third‑party managers and TAMPs.

Noteworthy features in the brochure include that certain IARs are licensed attorneys who may provide legal services in their individual capacities and that some IARs serve as real estate brokers, dealers or investors and may recommend real estate transactions — relationships the firm discloses and seeks to manage. The brochure also discloses an ownership link and business relationships with LPL and affiliated entities, a proprietary WealthSuite that receives model‑provider revenue shares used to offset platform costs, and a recent SEC enforcement matter concerning mutual fund share‑class disclosures for which the firm agreed to remedial measures and payment.

Based on Private Advisor Group, LLC

Expertise

Annuities

Based on Private Advisor Group, LLC

Occupation focus

Founder/Business Owner

Based on Private Advisor Group, LLC

Location

1129 NW J Street

Bentonville AR 72713

Advisors at this office

5

Advisors at this office

user avatar

Conor D

Series 66

Bentonville, AR

Private Advisor Group, LLC

Conor De La Rosa is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Riggs & Associates. He also provides tax advice and preparation services and operates an independent insurance business separate from his advisory role. Private Advisor Group serves a broad range of clients, including individuals, trusts, estates, and businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines direct portfolio management with access to third-party strategists and proprietary technology platforms.

Annuities Founder/Business Owner
user avatar

Travis R

Series 66

Bentonville, AR

Private Advisor Group, LLC

Travis Riggs is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and 25 years of industry experience. Prior to joining Private Advisor Group in 2023, he worked at Equitable Advisors and AXA Advisors, LLC for over two decades. He also operates Riggs & Associates, CPA, PA, providing tax advice and preparation services, and is licensed as an independent insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies through multiple technology platforms.

Annuities Founder/Business Owner
user avatar

Holden H

Series 65

Bentonville, AR

Private Advisor Group, LLC

Holden Hall is a Series 65-licensed financial advisor with Private Advisor Group, LLC, based in Bentonville, Arkansas. He has one year of industry experience and has previously worked at UBS Financial Services and Natural State Wealth Advisors. Before entering the financial industry, Hall spent several years in education at the University of Arkansas and local schools. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, using technology platforms and various investment strategies, often implementing advice through third-party managers and tailored advisory programs.

Annuities Founder/Business Owner
user avatar

Daniel W

CFP®, Series 65, Series 63

Bentonville, AR

Private Advisor Group, LLC

Daniel Wright is a CFP® professional with nine years of industry experience, currently serving at Private Advisor Group, LLC since 2023. His prior roles include positions at Equitable Advisors, Axa Advisors, and Sphere Wealth. He is also part owner of Natural State Tax Advisors, an accounting firm providing tax advice separate from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

Annuities Founder/Business Owner
user avatar

Peyton R

Series 65

Bentonville, AR

Private Advisor Group, LLC

Peyton Reddick is a financial advisor at Private Advisor Group, LLC with three years of industry experience. She holds a Series 65 designation and operates under the business name Natural State Wealth Advisors. In addition to her advisory role, Ms. Reddick owns and operates a farm through PHB LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates technology platforms and offers access to various managed account solutions, including proprietary and third-party programs.

Annuities Founder/Business Owner
View complete list of advisors at this office
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