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PFG Advisors

Updated today

Total assets under management

$3,083,491,501

Total clients

7,525

10% high-net worth

Total advisors

104

of 119 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

72

Average account size

$409,766

About

PFG Advisors provides fee‑based investment advisory and financial planning services to a mix of individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans and corporate clients. In addition to traditional portfolio management and planning, the firm offers wrap programs, access to third‑party money managers and platforms (including Schwab Institutional Intelligent Portfolios™ and AssetMark), and an online estate‑planning option through Wealth.com.

Advisors affiliated with PFG develop or select investment strategies and may manage accounts on a discretionary or non‑discretionary basis using individual securities, mutual funds, ETFs, options and model portfolios. The firm uses a combination of top‑down macroeconomic allocation and fundamental/technical analysis, principally implements exposure through index‑based ETFs with periodic rebalancing, and also supports “held‑away” management for employer retirement accounts via a third‑party platform.

PFG’s structure is notable for its distributed advisor network—about 104 advisors operating under numerous separate advisor trade names across many offices—and for multiple strategic platform and referral arrangements that the firm discloses, including shared back‑office services with Dynamic Advisors Solutions, a referral relationship with Capital Group, a recent broker‑dealer transition tied to a forgivable loan from United Planners’ Financial Services of America, and an investment by AssetMark Trust. These third‑party relationships and capital arrangements, as described in the firm’s brochure, are material to how PFG sources model portfolios, platform access and referral compensation and are disclosed as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fees generally range from $100 to $5,000 for financial planning services

Percentage

$0+: Negotiable up to 1.95% annually (variable fixed, linear or tiered fee schedules) $0+: Maximum fee 1.95% annually

Commissions

Commissions charged by dually licensed IARs through affiliated broker-dealer UPFSA for certain products

Project-based

Hourly rates range from $100 to $1,000

Subscriptions

Subscription-based financial planning fees, negotiated and charged monthly, quarterly, semi-annually or annually

Other

Account minimum: $25,000 Fee-only: Fee-based investment advisory services including asset management and financial planning fees

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

PFG Advisors

3200 N. Central Ave, Suite #200

Phoenix AZ 85012, United States

Number of offices

132

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