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 $57.7 billion in assets under management as of June 30, 2026, 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 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 11, 2026, reflects data from July 1, 2025, to June 30, 2026. This recognition is not indicative of future performance and may not reflect the experience of all clients.
