Private Advisor Group Expands WealthSuite with New Strategic Partners
In a strategic move aimed at bolstering its offerings, Private Advisor Group, one of the leading independent wealth management firms in the U.S., has announced the inclusion of three prominent investment strategists—Capital Group, Franklin Templeton, and Goldman Sachs—into its proprietary investment management platform, WealthSuite. This announcement was made on October 1, 2025, and signifies a commitment to providing financial advisors with an enriched toolkit for managing diverse client portfolios.
James Sullivan, who heads Advisor Advocacy and Technology at Private Advisor Group, highlighted that the addition of these three firms is a testament to their dedication to offering high-quality investment approaches. He stated that the unique portfolio construction methods and asset allocation options presented by these strategists not only expand the flexibility available to advisors but also enhance the customization process essential for addressing a range of client objectives.
Investment Strategy Overview
The new investment models introduced through this collaboration are tailored to meet various investment goals. For instance, Capital Group has designed model portfolios aligned with five specific investment objectives including aggressive growth, growth with income, and capital preservation among others. These active and passive strategies have been specifically created for Private Advisor Group and include some of Capital Group’s rapidly-growing active ETF strategies, boasting an impressive total asset under management of over $90 billion, which indicates potential for generating excess returns.
Matt Eisenhardt, Head of Advisor Sold Group at Capital Group, communicated that these customized portfolios are gaining recognition as effective solutions for advisors handling intricate client portfolios. The proprietary process used in developing these models aims to effectively meet a variety of portfolio objectives, making it easier for advisors to deliver optimized outcomes to their clients.
Franklin Templeton contributes its open architecture with ETF-based completion portfolios, which provide flexibility through mix-and-match customization with various equity and fixed-income components. Their offerings include options like U.S. equity with or without Bitcoin exposure, as well as different taxable and tax-exempt fixed income alternatives. The firm’s Investment Solutions team leverages risk-based asset allocation and dynamic market analysis to design these portfolios, ensuring they are responsive to market trends.
Jeff Masom, Head of US Distribution at Franklin Templeton, expressed enthusiasm about their collaboration with Private Advisor Group, stating that they are proud to introduce portfolios that enhance flexibility and customization, illustrated by the fusion of traditional asset classes with burgeoning digital assets.
Goldman Sachs Asset Management adds another layer of sophistication by managing model portfolios through its Multi-Asset Solutions team. They utilize a blend of strategic and dynamic asset allocation while continuously evaluating the underlying investments through both quantitative and fundamental research methods. Uniquely positioned to leverage its global insights, Goldman Sachs aims to integrate valuable international market knowledge into its investment decisions, enhancing the relevance of its strategies.
WealthSuite has made a significant impact since its launch in October 2022, enabling advisors to work more efficiently and focusing their efforts on improving the overall investor experience. The platform offers competitively priced, multi-custodian services and an open architecture that encompasses mutual funds, ETFs, blended model portfolios, as well as custom indexing and tax-optimized solutions. Currently, it features 11 strategists, and the firm is dedicated to continuously evaluating and expanding its solutions to offer advisors a differentiated experience.
For more information on how Private Advisor Group supports independent advisors with flexible investment management solutions, visit their official website.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group has emerged as one of the foremost financial services firms in the United States. As of June 30, 2025, the firm managed over $41.3 billion in assets, utilizing its abundant resources to deliver tailored strategies that enhance financial outcomes for individual investors. The firm has maintained a commitment to sustaining growth, fiduciary standards, succession planning, and a client-centric approach in supporting independent financial advisors. Notably, Barron's has consistently recognized Private Advisor Group as one of the top 10 registered investment advisory firms each year since 2018, underscoring its prowess in the industry.
Barron's "Top 100 RIA Firms" ranking is predicated on multiple quantitative and qualitative criteria including regulatory records, client retention, assets under management, and revenue, among others. This ranking reflects industry data from July 1, 2024, to June 30, 2025, and does not consider investor experience or investment returns.
Note: There is a level of risk involved with investments made through the WealthSuite platform, and diversification does not ensure enhancement of overall returns nor does it offer protection against market risk.
James Sullivan, who heads Advisor Advocacy and Technology at Private Advisor Group, highlighted that the addition of these three firms is a testament to their dedication to offering high-quality investment approaches. He stated that the unique portfolio construction methods and asset allocation options presented by these strategists not only expand the flexibility available to advisors but also enhance the customization process essential for addressing a range of client objectives.
Investment Strategy Overview
The new investment models introduced through this collaboration are tailored to meet various investment goals. For instance, Capital Group has designed model portfolios aligned with five specific investment objectives including aggressive growth, growth with income, and capital preservation among others. These active and passive strategies have been specifically created for Private Advisor Group and include some of Capital Group’s rapidly-growing active ETF strategies, boasting an impressive total asset under management of over $90 billion, which indicates potential for generating excess returns.
Matt Eisenhardt, Head of Advisor Sold Group at Capital Group, communicated that these customized portfolios are gaining recognition as effective solutions for advisors handling intricate client portfolios. The proprietary process used in developing these models aims to effectively meet a variety of portfolio objectives, making it easier for advisors to deliver optimized outcomes to their clients.
Franklin Templeton contributes its open architecture with ETF-based completion portfolios, which provide flexibility through mix-and-match customization with various equity and fixed-income components. Their offerings include options like U.S. equity with or without Bitcoin exposure, as well as different taxable and tax-exempt fixed income alternatives. The firm’s Investment Solutions team leverages risk-based asset allocation and dynamic market analysis to design these portfolios, ensuring they are responsive to market trends.
Jeff Masom, Head of US Distribution at Franklin Templeton, expressed enthusiasm about their collaboration with Private Advisor Group, stating that they are proud to introduce portfolios that enhance flexibility and customization, illustrated by the fusion of traditional asset classes with burgeoning digital assets.
Goldman Sachs Asset Management adds another layer of sophistication by managing model portfolios through its Multi-Asset Solutions team. They utilize a blend of strategic and dynamic asset allocation while continuously evaluating the underlying investments through both quantitative and fundamental research methods. Uniquely positioned to leverage its global insights, Goldman Sachs aims to integrate valuable international market knowledge into its investment decisions, enhancing the relevance of its strategies.
WealthSuite has made a significant impact since its launch in October 2022, enabling advisors to work more efficiently and focusing their efforts on improving the overall investor experience. The platform offers competitively priced, multi-custodian services and an open architecture that encompasses mutual funds, ETFs, blended model portfolios, as well as custom indexing and tax-optimized solutions. Currently, it features 11 strategists, and the firm is dedicated to continuously evaluating and expanding its solutions to offer advisors a differentiated experience.
For more information on how Private Advisor Group supports independent advisors with flexible investment management solutions, visit their official website.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group has emerged as one of the foremost financial services firms in the United States. As of June 30, 2025, the firm managed over $41.3 billion in assets, utilizing its abundant resources to deliver tailored strategies that enhance financial outcomes for individual investors. The firm has maintained a commitment to sustaining growth, fiduciary standards, succession planning, and a client-centric approach in supporting independent financial advisors. Notably, Barron's has consistently recognized Private Advisor Group as one of the top 10 registered investment advisory firms each year since 2018, underscoring its prowess in the industry.
Barron's "Top 100 RIA Firms" ranking is predicated on multiple quantitative and qualitative criteria including regulatory records, client retention, assets under management, and revenue, among others. This ranking reflects industry data from July 1, 2024, to June 30, 2025, and does not consider investor experience or investment returns.
Note: There is a level of risk involved with investments made through the WealthSuite platform, and diversification does not ensure enhancement of overall returns nor does it offer protection against market risk.
Topics Financial Services & Investing）
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