PFG Advisors, LLC

EST. AUM
$3,261,207,528

CONTACTS
3

CLIENT ACCOUNTS
13,982

Firm Details

Metro area Phoenix
CRD Number 173344
Website pfgteam.com
Client types

Overview

Priority Financial Group (PFG) is a wealth management support firm that provides flexible, advisor-first solutions to a community of independent financial advisors, financial institutions, and clients across the United States. The firm operates on a model designed to support growth-minded advisors by handling compliance, back-office tasks, and operational support, thereby giving advisors the freedom to run their practices autonomously. PFG also partners with credit unions and community banks to implement and manage scalable, compliant, and member-focused wealth management programs. Additionally, PFG offers smaller Registered Investment Advisor (RIA) firms the opportunity to affiliate with its independent RIA, PFG Advisors, LLC, to gain access to comprehensive back-office support, integrated technology, and compliance infrastructure. The firm emphasizes core values such as integrity, compassion, teamwork, curiosity, and leadership.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

PFG Advisors, LLC

Platform Details

Investment Preferences

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Address

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