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Why Join PFG?

You Should Be Free to Lead - Not Burdened by Back-Office Work

You Should Be Free to Lead - Not Burdened by Back-Office Work

Managing a financial practice is rewarding, but it’s also full of operational complexity, regulatory demands, and administrative tasks that pull you away from your strengths. At Priority Financial Group, we let you focus on what you do best, serving clients, while we handle the operational engine behind the scenes.

When you join PFG, you gain access to a comprehensive infrastructure, an advisor-first support team, and affiliation models that evolve with your business. Think of us as your strategic partner, not just a platform.

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.

If you are seeking a new home for your practice to flourish for years to come and expert partners to help guide you through the nuances of operating your practice, PFG is your last stop solution.

Our Advisor Support Team

Our Advisor Support Team

Your success isn’t accidental, it’s built on people, systems, and partnership. The PFG Advisor Support Team is your go-to resource, bringing together:

  • Transition specialists who manage every step of your onboarding
  • Compliance officers who stay proactive so you stay protected
  • Technology integrators who streamline your tools and data
  • Marketing strategists who help grow your presence and lead flow
  • Operational experts who keep things running efficiently
  • Peer networks and retreats that foster growth, learning, and community

This isn’t a “set it and forget it” system. It’s a responsive, collaborative team ready to support your path.

Choice of Affiliation Models

We recognize that no two advisors or practices are identical. That’s why PFG offers flexible affiliation models that match your goals, style, and growth stage.

Independent Advisor: 

PFG’s Independent Affiliation Model provides competitive payouts and a leadership team who advocates for you around compensation, compliance, and business growth.


This model is a great fit for advisors seeking an open architecture platform, training support and a last-stop solution.

Learn more

Cross-Platform: 

PFG’s Cross-Platform Affiliation Model provides the best of both worlds: new sources of revenue from financial institutions plus continued equity and control of your existing book.


This model is a great fit for advisors who want to potentially earn a higher payout on their personal book and are seeking a regular flow of qualified client leads.

Learn more

Financial Institution: 

With PFG’s Financial Institution Affiliation Model, you enjoy new qualified leads on an ongoing basis with full access to group employee benefits.


This model provides you with the freedom to focus on working with clients without worrying about running a business or constantly spending time and money searching for leads.

Learn more
What You Get — At A Glance

What You Get — At A Glance

Here’s a snapshot of what PFG provides that sets us apart:

  • Multi-custodial access (Schwab, Fidelity, AssetMark, etc.)
  • Full back-office operations, including trade processing, reporting, billing, and reconciliation
  • Compliance oversight and risk management
  • Marketing strategy, content, lead generation support
  • A community of advisors to learn from and lean on
  • Robust transition resources (to minimize client disruption)
  • Transparent economics, competitive payouts, minimal overhead
  • Educational resources, workshops, and certification support
What Our Advisors Are Saying

What Our Advisors Are Saying

This image is built from the real words our advisors use to describe PFG. From "freedom" and "flexibility" to "team" and "culture."

It reflects how our community feels about being part of PFG: supported, empowered, and proud to grow with a firm that puts people first.

Exploring what affiliation with PFG means for you and your practice? Let's talk.

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.

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