PFG Advisors LLC

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Assets, Funds, Holdings

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PFG Advisors LLC
CRD #173344
SEC #801-80797
CIK #0001544806, 0001694435
AUM $3.3 B (2026-03-17)
Employees 112 (77% Investors, 74% Brokers)
Phone800-405-8850
Address3200 N Central Ave
Phoenix, AZ 85012
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
4.03.22.41.60.80.02006201320202027
Sector Form 13F Holdings Value ($B)
Apple Inc 0.0
Nvidia Corp 0.0
Microsoft Corp 0.0
Broadcom Inc 0.0
Amazon Com Inc 0.0
Alphabet Inc 0.0
Costco Wholesale Corp /NEW 0.0
KLA Tencor Corp 0.0
Caterpillar Inc 0.0
 
 
Holdings by Sector ($B)
3.02.41.81.20.60.02011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 6,792 1.5
(b) Individuals (high net worth individuals) 735 1.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 11 0.0
(h) Charitable organizations 2 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 51 0.1
(n) Other 1 0.0
Total 13,982 3.3
By Discretionary
Discretionary 12,352 2.8
Non-Discretionary 1,630 0.4
Total 13,982 3.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.3
Total 13,982 3.3
EDGAR Form CIK 2011 - 2026
13F-HR [0001544806]
13F-HR [0001694435]
Comparable Firms State AUM ($B)
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Emerald Advisers LLC
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Guardian Partners Inc
3.3
Potomac Fund Management Inc
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Rubinbrown Advisors LLC
MO 3.3
Advocacy Wealth Management LLC
GA 3.2
Gryphon Wealth LLC
FL 3.2
Meyer Handelman Company LLC
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Chilton Capital Management LLC
TX 3.2
Vista Capital Partners Inc
OR 3.2
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