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No. 11 Financial Planning IBD Elite 2026

Park Avenue Securities: Independent Broker-Dealer Profile

Legal name: Park Avenue Securities LLC · New York, NY (10 Hudson Yards)

$597.9M2025 Revenue
+10.2%YoY Growth
1,992Producing Reps
1999Founded

Quick Facts

2026 RankNo. 11 (Financial Planning IBD Elite 2026)
Legal NamePark Avenue Securities LLC
HeadquartersNew York, NY (10 Hudson Yards)
Founded1999
2025 Revenue$597.9 million (+10.2% YoY)
Producing Reps1,992
Client Assets$69.0 billion
PrincipalsMarianne Caswell, Chief Executive; parent The Guardian Life Insurance Company of America
EmployeesNot publicly disclosed
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Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.

About Park Avenue Securities (Guardian)

Park Avenue Securities is the wholly owned broker-dealer and RIA of Guardian Life, a mutual insurer founded in 1860. It distributes through Guardian's agency system and clears through Pershing.

Services Offered

PAS offers mutual funds, variable annuities, variable life insurance, 401(k) plans and investment advisory services to retail and high-net-worth clients, charitable organizations and businesses.

Leadership

Marianne Caswell (listed as chief executive by Financial Planning); parent The Guardian Life Insurance Company of America.

Park Avenue Securities (Guardian) in the News

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