What makes PFG Advisors the best choice for you?
The answer is simple. In everything we do, we offer you more flexibility, control and freedom. We are a hybrid Registered Investment Advisory firm. That means that you can conduct your business, your way. Fee-based, fee and transaction-based, or fee-only, it’s your choice. We’re here to help you move to your next level.
When you join PFG’s RIA you have access to a large infrastructure of support and a leadership team who advocates for you around compensation, compliance, and business growth.
We are an independent and private company. We don’t answer to shareholders, nor are we influenced to meet quarterly performance reporting obligations. The decisions we make always prioritize your needs.
- Multi-custodial platform. You have the flexibility to work with the strategic partners of your choice: Schwab, Fidelity, AssetMark, Orion Portfolio Solutions, and many more.
- Best-in-class tech stack through Orion that is integrated with Salesforce CRM, portfolio analytics, trading and a choice of financial planning tools.
- Back office and admin support.
- Portfolio modeling services managed by our Chief Investment Officer and Investment Committee.
- A culture of innovation and fun.
- We continually add new services and the best in growth and technology solutions to keep you ahead of the curve and help you deliver an exceptional client experience.
- Compliance expertise that simplifies your life.
- An a la carte menu of ways to make money and save money. Options may include:
- Full health insurance
- 401(k) package
- Office space in select cities
- Leads from banks and credit unions
- Succession and M&A expertise