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PFG ADVISORS
PFG ADVISORS, LLC
CRD 173344 · SEC 801-80797
3200 N. CENTRAL AVE, SUITE #200, PHOENIX, AZ, 85012, United States
Phone
(800) 405-8850
Fax
623-258-4747
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.26B
Discretionary AUM
$2.84B
Team
112 total employees; 86 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6792 | $1.55B |
| High net worth individuals | 735 | $1.62B |
| Pension/profit sharing plans | 11 | $8.9M |
| Charitable organizations | 2 | $155K |
| Corporations/business entities | 51 | $71.9M |
States served
AL, AK, AZ, CA, CO, GA, ID, IL, IA, KS, KY, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, FL, SD
All web addresses on file
- HTTP://WWW.AEROINVESTMENTSERVICES.COM/RESOURCE-CENTER/INVESTMENT
- https://www.myoccu.org/business/retirement-planning
- https://rorbachfinancialservices.com/
- http://www.mansellcapmgmt.com/
- HTTPS://WWW.APRICITYWEALTHMANAGEMENT.COM/
- https://www.iccu.com/wealth/planning-investing/
- https://www.trojan-wealth.com/
- https://www.alhambracu.com/financial-planning
- http://www.landingsfinancialservices.com/
- https://davisfm.com/
- https://www.ffnm.org/education-planning/investments
- https://www.cuefinancial.com/
- https://www.sccfcu.org/wealth-management-services/
- https://phocusfinancial.com/
- https://www.pyramidfcu.com/about
- https://www.tealtaxservices.com/
- https://www.calcoastcu.org/retirement-investments/financial-planning/
- HTTP://WWW.TRUWESTWMS.ORG/
- https://www.pfgteam.com/
- http://www.matthewcano.com/
- HTTP://WWW.BRIDGETTEGAVAGAN.COM/
- http://www.retirewithaplan.com/
- https://www.lbwinsurance.com/
- https://www.pinalfs.com/team
- https://www.copperstatewm.com/
- https://www.cuefinancialnm.com/
- https://www.cornerstoneassets.com/
- https://www.batieandco.com/
- http://www.kalinawealth.com/
- https://www.facebook.com/StarlifterWM
- https://www.linkedin.com/company/priority-financial-group/
- https://www.unitedprairiebank.com/Investments
- https://www.secunm.org/services/planning/financial-planning.html
- https://www.sai-topcu.com/
Official SEC filing: View on IAPD