Pfg Advisors

Registered investment advisor · Phoenix, Arizona · CRD #173344

Assets Under Management

$3.3B

Client Accounts

13,982

Employees

112

CRD Number

173344

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Pershing Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Pfg Advisors

PFG Advisors is a regional investment advisory firm offering comprehensive financial solutions, wealth management, and investment advisory services. They focus on aligning financial plans with clients' long-term goals. Based in Phoenix, AZ, and serving areas in West Texas, they emphasize client-driven decision-making.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Pfg Advisors

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Pfg Advisors's AUM?

Pfg Advisors reports approximately $3.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Pfg Advisors headquartered?

Pfg Advisors is headquartered in Phoenix, Arizona.

What is Pfg Advisors's CRD number?

Pfg Advisors's CRD number is 173344. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.