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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2014
- Office Locations
- 51
Office Locations
About PFG Advisors
Priority Financial Group (PFG) provides advisor-first affiliation and back-office/compliance support for independent advisors, credit unions and community banks, and select RIAs looking to scale. Through its turnkey platform and program management, it helps institutions run compliant, member-focused wealth programs and enables RIAs to fold into its independent RIA while keeping client relationships and identity. Offers financial planning and portfolio construction across 9 states.
Reported data analysis
What the numbers show
Between December 4, 2025 and March 17, 2026, reported AUM increased 5.8%, from $3.1B to $3.3B.
Across 5 reported observations, AUM increased 59.9% between December 20, 2022 and March 17, 2026, from $2.0B to $3.3B.
Of the latest reported AUM, 87.0% is discretionary and 13.0% is non-discretionary.
The firm reports 86 advisory representatives and 7,602 clients, or 88.4 clients per representative. That equates to $429.0K in reported AUM per client.
The profile lists 51 reported office locations and 11 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full PFG Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JUSTIN C JOLLY
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5217598
- Ownership
- Less than 5%
MICHAEL THOMAS PRIOR
Chief Executive Officer
- CRD
- #2646460
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael William Alexander
Partner
- CRD
- #1956648
BRENDA KAY ASHWORTH
Financial Advisor
- CRD
- #1564753
Showing 2 of 81 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,836,725,097 | $229,657 |
| Non-Discretionary | $424,482,431 | $260,419 |
| Total | $3,261,207,528 | $233,243 |
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Separately Managed Accounts
SMA allocation detail is available
PFG Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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PFG Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.