Broker Check

PFG RIA Advantage

What makes PFG Advisors <br/>the best choice for you?

What makes PFG Advisors
the best choice for you?

At Priority Financial Group, the answer is simple: in everything we do, we offer you more flexibility, more control, and more freedom.

As a third-party Registered Investment Advisor, PFG Advisors was built to put you in charge of your business. Fee-based, fee and transaction-based, or fee-only—it’s your choice. We provide the infrastructure, technology, and advocacy to help you grow your practice your way, on your terms.

When you join PFG Advisors, you gain more than just a platform, you gain a partner. Our experienced leadership team actively supports you on compensation, compliance, and business growth, ensuring that your success is our shared priority.

Because we are an independent, privately owned firm, we’re not beholden to shareholders or quarterly earnings reports. Every decision we make is driven by one goal: doing what’s right for you and your clients.

Why Join a Third-Party RIA?

Advisors today are seeking more than just custodial access, they want control, clarity, and partnership. Our Third-Party RIA offers a compelling alternative to traditional broker-dealers:

  • No proprietary product push
  • Multi-custodial flexibility (Schwab, Fidelity, etc.)
  • Transparent, competitive payouts
  • Built-in compliance and supervision
  • Streamlined tech + billing
  • Personal relationship with your RIA leadership

What You Get with PFGA


Strategic Compliance Oversight

Full RIA compliance and OSJ-level supervision that protects your business without creating bottlenecks.

Integrated Tech Stack

Access to vetted, advisor-approved tools for trading, CRM, planning, billing, and more, all integrated to streamline your workflows.

Multi-Custodial Access

Work with the custodians you trust — Schwab & Fidelity — with seamless onboarding and direct access.

Advisor-Centric Culture

Get the feel of a boutique firm with the scale of a national RIA. You'll always have a voice and a seat at the table.

Dedicated Transitions & Support Team

We walk you through every step, from onboarding and repapering to tech setup and training.


  • 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:
    1. Full health insurance
    2. 401(k) package
    3. Office space in select cities
    4. Leads from banks and credit unions
    5. Succession and M&A expertise

The Next step starts with a conversation

At Priority Financial Group, we work with advisors, financial institutions, and partners who are ready to grow on their own terms. Whether you're exploring a transition, looking to expand your offering, or just want to learn more about what we do, we’re here to listen. Let’s talk about how we can build something that works for you.

Start the Conversation