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Pfg Advisors, LLC

● SEC registered since 2014CRD 173344SEC# 801-80797Phoenix, AZ
Export (members)
Reg. AUM
$3.26B
Employees
112
Accounts
13,982
Location
Phoenix, AZ

Pfg Advisors, LLC assets under management

Pfg Advisors, LLC is an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2014. It reports $3.3 billion in regulatory assets under management and employs 112 people.

Pfg Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Justin C Jolly ControlChief Compliance OfficerUnder 5%2024
Michael Thomas Prior ControlChief Executive OfficerUnder 5%2014
Priority Financial Group, LLC ControlSole MemberOver 75%2014
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Frequently asked questions

How much does Pfg Advisors, LLC manage?

Pfg Advisors, LLC reports $3.3 billion in regulatory assets under management on its Form ADV.

How many employees does Pfg Advisors, LLC have?

Pfg Advisors, LLC reports 112 employees.

Where is Pfg Advisors, LLC located?

Pfg Advisors, LLC is based in Phoenix, AZ and has been SEC-registered since 2014.

Does Pfg Advisors, LLC disclose fund performance?

Pfg Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3200 N. Central Ave, Suite #200, Phoenix, AZ 85012
Phone(800) 405-8850
Fax623-258-4747
Office hours8 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1694435
Discloses disciplinary historyNo

Regulatory AUM

$3.26B▲ 15%
Jan '25 — $2.83BFeb '25 — $2.83BMar '25 — $3.08BApr '25 — $3.08BMay '25 — $3.08BJun '25 — $3.08BJul '25 — $3.08BAug '25 — $3.08BSep '25 — $3.08BOct '25 — $3.08BNov '25 — $3.08BDec '25 — $3.08BJan '26 — $3.08BFeb '26 — $3.08BMar '26 — $3.26BApr '26 — $3.26BMay '26 — $3.26BJun '26 — $3.26B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers

Assets under management

$3.26Bregulatory AUM
Discretionary $2.84BNon-discretionary $424.5M