Hfg Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kennewick, WA. Its latest Form ADV filing, dated March 16, 2026, reports $113M in regulatory assets under management, 7 employees, 2 offices, and 362 accounts.
Assets Under Management
$113M
Employees
7
Offices
2 offices
Total Clients
133
Primary office
KENNEWICK, WA
8131 W. GRANDRIDGE BLVD, SUITE 1, KENNEWICK, WA, United States
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
100
2
HNWI
24.8%
33
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$113Mas of March 16, 2026
Discretionary99.8%
$113M
100% of total RAUM99.8%
Non-discretionary0.2%
$244K
0% of total RAUM0.2%
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$113M
Total Accounts362
10Y AUM Change$-158M (-58.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee19:1
10Y Employee Change+1 (+16.7%)
* 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.