Wealth Manager
    SEC Registered

    Primerica Advisors

    Registered investment advisor · Duluth, Georgia · CRD #10111

    Assets Under Management
    $15.5B
    Client Accounts
    89,813
    Employees
    3,992
    CRD Number
    10111
    Registration
    SEC Registered
    Custodian
    Pershing Llc

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

    About Primerica Advisors

    Primerica, Inc. is a multi-level marketing company based in Duluth, Georgia, that specializes in insurance, investment, and financial services for middle-income families in the United States and Canada. As the largest independent financial services marketing organization in North America, Primerica has over 151,000 licensed representatives and approximately 2,800 employees. Founded in 1977, Primerica is known for its "Buy Term and Invest the Difference" philosophy, which promotes affordable ter

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Primerica Advisors

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    Frequently Asked Questions

    What is Primerica Advisors's AUM?

    Primerica Advisors reports approximately $15.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Primerica Advisors headquartered?

    Primerica Advisors is headquartered in Duluth, Georgia.

    What is Primerica Advisors's CRD number?

    Primerica Advisors's CRD number is 10111. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Primerica Advisors manage?

    Primerica Advisors manages approximately 89,813 client accounts according to its latest SEC filing.

    Is Primerica Advisors SEC registered?

    Yes, Primerica Advisors is registered with the SEC as an investment adviser with an approved registration status.

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