This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-10-1983
- Office Locations
- 9
Office Locations
About THE Pacific Financial Group, Inc.
TPFG (The Pacific Financial Group) is a turnkey asset management platform serving financial advisors with in-plan asset management and multi-manager portfolio solutions for retirement plan and self-directed brokerage investors. Its RiskPro tool combines risk profiling, portfolio construction, and ongoing volatility alerts tied to client risk tolerance (Perpetual Suitability), while the GPS platform streamlines paperwork, e-signatures, and servicing with dedicated regional consultants.
Reported data analysis
What the numbers show
Between December 19, 2025 and May 15, 2026, reported AUM increased 23.4%, from $4.1B to $5.1B.
Across 5 reported observations, AUM increased 55.1% between November 3, 2022 and May 15, 2026, from $3.3B to $5.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 20 advisory representatives and 17,789 clients, or 889.5 clients per representative. That equates to $285.2K in reported AUM per client.
The profile lists 9 reported office locations and 43 years in operation. The source data was last updated on May 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review THE Pacific Financial Group, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full THE Pacific Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
YVONNE JILL DILDINE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
RICHARD REID LAVIN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
AARON JACOB CHOW
--
- CRD
- #2833796
TRAVIS CHRISTIAN EDINGTON
Vice President
- CRD
- #6195676
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,073,287,070 | $301,407 |
| Non-Discretionary | $0 | -- |
| Total | $5,073,287,070 | $301,407 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
THE Pacific Financial Group, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
THE Pacific Financial Group, Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing