Pfg Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 17, 2026, reports $3.3B in regulatory assets under management, 112 employees, 131 offices, and 13,982 accounts.
Assets Under Management
$3.3B
Employees
112
Offices
131 offices
Total Clients
7,592
Primary office
PHOENIX, AZ
3200 N. CENTRAL AVE, SUITE #200, PHOENIX, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.5% of total clients.
Top client categories% of clientsClients
1
Individuals
89.5%
6,792
2
HNWI
9.7%
735
3
Corporations
0.7%
51
4
Pension Plans
0.1%
11
Additional categories (<0.1%)
Charitable<5 clients
OTHER<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of March 17, 2026
Discretionary87.0%
$2.8B
87% of total RAUM87.0%
Non-discretionary13.0%
$424M
13% of total RAUM13.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.3B
Total Accounts13,982
10Y AUM Change+$3.1B (+1569.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees112
Clients per Employee68:1
10Y Employee Change+65 (+138.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.