PFG Advisors

Overview

PFG Advisors is an SEC registered investment adviser based in Phoenix, AZ, registered since 2014. It reports $3.3B in assets under management across 13,982 accounts, with 112 employees. It has 83 investment adviser representatives.

Reported AUM

$3.3B

Discretionary

87%

Accounts

13,982

Average account

$233K

Employees

112

Advisory reps

83

Registered since

2014

Jurisdictions

39

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Michael Thomas Prior Chief Executive Officer, Chief Compliance Officer (Interim) CRD 2646460
• Justin C Jolly Chief Compliance Officer CRD 5217598

Advisory reps 3 of 83

• Michael William Alexander Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1956648
• Kurtis Anderson Registered Rep · Investment Adviser Rep CRD 7054788
• Brenda Kay Ashworth Investment Adviser Rep CRD 1564753

80 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3200 N Central Ave Ste 200
Phoenix, AZ 85012

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• SEC registered
• Registered in 39 jurisdictions
• Website: aeroinvestmentservices.com/resource-center/investment

Every state, with registration dates

Similar firms near Phoenix

• Foundations Investment Advisors LLCPhoenix, AZ$10.1B AUM
• DynamicPhoenix, AZ$5.6B AUM
• Smead Capital Management, Inc.Phoenix, AZ$5.5B AUM
• Tfo Family Office PartnersPhoenix, AZ$5B AUM
• Sovereign Investment Advisors LLCPhoenix, AZ$3.3B AUM