Investment adviser · CRD 173344
PFG ADVISORS
Investment adviser filing (IA)
PFG ADVISORS, LLC
PHOENIX, AZ, United States · Form ADV filed Mar 17, 2026
- Regulatory AUM
- $3.26B Form ADV · Item 5.F
- Client accounts
- 13,982 Accounts, not individual clients
- Employees
- 112 Reported in this filing
- Advisory professionals
- 86 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 735 | $1,621,632,165 | 49.7% |
| Individuals | 6,792 | $1,549,216,100 | 47.5% |
| Corporations & businesses | 51 | $71,897,586 | 2.2% |
| Other clients | Fewer than 5 | $9,420,216 | 0.3% |
| Retirement plans | 11 | $8,886,004 | 0.3% |
| Charities | Fewer than 5 | $155,457 | 0.0% |
Filing source
Form ADV 2041500 · Mar 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3200 N. CENTRAL AVE, SUITE #200PHOENIX, AZ, 85012, United States
CRD 173344
Filing source
Form ADV 2041500 · Mar 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.