PFG ADVISORS, LLC

CRD

173344

SEC file #

801-80797

EIN

860588464

DBA names

Pfg Advisors

Economics

AUM

$3.26B

AUM band

$1B+

AUM trajectory

'20 · $797.6M

'21 · $1.02B

'22 · $1.31B

'23 · $2.04B

'25 · $3.08B

'26 · $3.26B

'20'26

$797.6M → $3.26B▲ +309%

sec adv history

Client mix

Individuals Other	6,792
Individuals High Net Worth	735
Corporations	51
Pension Profit Sharing Plans	11
Charitable Organizations	2

Operations

Employees (total)

112

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 63 advisors

'21 · 61 advisors

'22 · 75 advisors

'23 · 80 advisors

'25 · 104 advisors

'26 · 86 advisors

'20'26

63 advisors → 86 advisors▲ +37%

sec adv history

Primary office

PHOENIX AZ

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/17/2026

aeroinvestmentservices.com/resource-center/investment

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PRIORITY FINANCIAL GROUP, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

PRIORITY FINANCIAL GROUP, LLC

JOLLY, JUSTIN, C

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

AEROINVESTMENTSERVICES.COM

Rdap Domain Creation Date

2015-02-05T21:15:09Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

444,562

Form 5500 Compensation Trajectory 3y

2025	374,164
2026	70,398

Form 5500 Plan Count Trajectory 3y

2025	15
2026	3

Schedule C Total Compensation

444,562

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001632098

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2015-02-06

Edgar Last Filing Date

2019-10-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2019-10-15

Accession0001085146-19-002529

Edgar Former Names

CUE FINANCIAL GROUP, INC.

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.302

Soi Zip Pct 200k Plus

0.1429

Soi Zip Returns 200k Plus

700

Soi Zip Total AGI

739,577

Fdic Zip Total Deposits

121,616,293,000

Fdic Zip Branch Count

391

Fdic Zip Top Banks

Bank of America, National Association

U.S. Bank National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

3200 N. CENTRAL AVENUESUITE 200PHOENIX, AZ 85012

Business

3200 N. CENTRAL AVENUESUITE 200PHOENIX, AZ 85012

Edgar EIN

860588464

Edgar Recent Filings

13F-HR2019-10-15 · 0001085146-19-002529

13F-HR2019-08-05 · 0001085146-19-002078

Fdic Zip Branches Raw

Bank One, Arizona, National AssociationPhoenix, AZ

National Bank of ArizonaPhoenix, AZ

Fdic Zip HHI

3496.71

Fdic Zip Top Bank Share Pct

57.7

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-05T21:15:09Z

Rdap Domain Last Changed

2026-01-07T07:22:53Z

Rdap Nameservers

Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	10,748
Returns	850

Stub 2

AGI	41,826
Returns	1,100

Stub 3

AGI	56,327
Returns	920

Soi Zip Total Business Income

23,217

Soi Zip Total Cap Gains

76,359

Soi Zip Total Dividends

15,932

Soi Zip Total Returns

4,900

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