DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Pfg Advisors
Legal name Pfg Advisors, LLC
Latest filing Mar 17, 2026
First filing on the tape Dec 19, 2014 · 101 filings
SEC status approved since Dec 1, 2014
RAUM
$3.3B
reported, Item 5.F
Discretionary
87%
of RAUM
Private clients
97%
$3.2B individuals and HNW
Advisors
81
registered through the firm on IAPD
RAUM per advisor
$40.3M
derived; firm RAUM over IAPD count
Employees
112
86 advisory (5.B.1)
Offices
131
beyond the principal office
Private funds
0
reported on Schedule D
History
101 filings and snapshots on the tape
RAUM$3.3B as of Mar 17, 2026
Mar 31, 2015$116M then
HNW client RAUM$1.6B as of Mar 17, 2026
Feb 9, 2018$116M then
State-registered IARs (5.B.3)90 as of Mar 17, 2026
Mar 31, 201524 then
Employees (5.A)112 as of Mar 17, 2026
Mar 31, 201524 then
Private funds: no history
RAUM +5.8% over the last fiscal year+21% a year over threeIARs 106 to 90
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $40.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 93derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $233,243derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 87%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 0.6derived132 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- -15%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $519MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.6B50%
- Individuals$1.5B48%
- Corporations and businesses$71.9M2.2%
- Pension and profit-sharing plans$8.9M0.3%
- Charitable organizations$155,4570.0%
- Individual clients
- 6,792reported
- HNW clients
- 735reported
- Pension plan clients
- 11reported
- Charitable clients
- 2reported
- Accounts
- 13,982reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=83.0derived
Advisors registered through the firm
82 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Darren Edmond Kennon | Scottsdale, Az | Feb 27, 2015 | 35 y | 6 |
| Curtis Dean DavisCertified Financial Planner, Chartered Financial Consultant | Phoenix, Az | Mar 6, 2015 | 38 y | 2 |
| Richard Nelson LandisChartered Financial Consultant | Gilbert, Az | Mar 6, 2015 | 25 y | 2 |
| Anthony Robert Dastice | Anthem, Az | Mar 13, 2015 | 32 y | 4 |
| Michael Thomas Prior | Peoria, Az | Mar 16, 2015 | 31 y | 4 |
| Bridgette D Gavagan | Peoria, Az | Mar 26, 2015 | 18 y | 4 |
| Thomas Ian RindahlCertified Financial Planner, Chartered Financial Consultant | Tempe, Az | Mar 27, 2015 | 27 y | 3 |
| James Alan Merkel | Tucson, Az | Apr 24, 2015 | 23 y | 1 |
| Guy L. AustinCertified Financial Planner | Tempe, Az | May 7, 2015 | 19 y | 2 |
| Todd G KalinaCertified Financial Planner | Phoenix, Az | May 18, 2015 | 22 y | 2 |
| Ann Brogan Martin | Gilbert, Az | Feb 6, 2018 | 12 y | 2 |
| Michael Ryan Melby | Phoenix, Az | Mar 2, 2018 | 43 y | 1 |
| Timothy George MansellCertified Financial Planner | Oakland, Ca | Apr 6, 2018 | 39 y | 5 |
| William Steven Batie | Albuquerque, Nm | Apr 16, 2018 | 31 y | 5 |
| Brenda Kay AshworthCertified Financial Planner | Albuquerque, Nm | Apr 16, 2018 | 40 y | 2 |
| Matthew Phillip Cano | Albuquerque, Nm | Apr 17, 2018 | 27 y | 3 |
| Harold Charles MorrowPersonal Financial Specialist | Deming, Nm | Apr 18, 2018 | 42 y | 4 |
| Richard Dean Pecotte | Farmington, Nm | Apr 18, 2018 | 38 y | 3 |
| Jed M Webb | Rio Rancho, Nm | Apr 18, 2018 | 12 y | 1 |
| Heather Laurel Schara | Albuquerque, Nm | Apr 18, 2018 | 28 y | 3 |
| Tracy Dale Cuda | Phoenix, Az | Apr 20, 2018 | 39 y | 1 |
| Jodie Lynn Gallovich | Phoenix, Az | Apr 20, 2018 | 38 y | 1 |
| Kyle Wesley JohnsonCertified Financial Planner | La Jolla, Ca | May 21, 2018 | 11 y | 1 |
| Susan Michelle Bennett | Phoenix, Az | Jul 31, 2018 | 16 y | 1 |
| Brent A Cattani | Gilbert, Az | Aug 21, 2018 | 21 y | 0 |
| Chad A Walker | Phoenix, Az | Dec 18, 2018 | 25 y | 5 |
| Sabina Valic | Phoenix, Az | Jan 22, 2019 | 25 y | 1 |
| Francisco Jose Tort | Phoenix, Az | May 7, 2019 | 21 y | 1 |
| Louis Bradley PriebeCertified Financial Planner | Phoenix, Az | Aug 16, 2019 | 26 y | 4 |
| Kelly Joel Meyer | Windom, Mn | Dec 2, 2019 | 28 y | 2 |
| Gary George Hughes | Owatonna, Mn | Dec 2, 2019 | 39 y | 2 |
| Adam Howard MosbachCertified Financial Planner | Phoenix, Az | Dec 11, 2019 | 32 y | 2 |
| Michael Joseph Tomscha | Eugene, Or | Jun 4, 2020 | 10 y | 1 |
| John G Griffith | Eugene, Or | Jun 16, 2020 | 11 y | 2 |
| Anthony Theodore Rocha | Peoria, Az | Jun 23, 2020 | 29 y | 1 |
| Scott Wade Summerlin | Eagle, Id | Sep 18, 2020 | 19 y | 2 |
| Jimmy J Suh | Los Angeles, Ca | Sep 22, 2020 | 34 y | 7 |
| Andrew Johnson | Gilbert, Az | Nov 24, 2020 | 12 y | 2 |
| Timothy Mangus | Fort Worth, Tx | Feb 22, 2021 | 18 y | 5 |
| Robert John Thompson | Austin, Tx | Apr 5, 2021 | 29 y | 4 |
Advisor movement
32 left, 4 joined in 12 months
net -28 in 12 months1 left in 90 days2 joined in 90 daysdeparture rate 40% of current headcount48 left over 36 months
Left, latest
- Christopher Terrence Jennings to Titleist Asset Management, LLCAug 26, 2026 · RIA to RIA
- Gavin Walker Grove to Benefit Financial Services GroupJun 11, 2026 · RIA to RIA
- Seth David Fink to LPL Financial LLCApr 20, 2026 · RIA to affiliated broker-dealer or bank
- Morgan Daniel Keil to OnedigitalApr 18, 2026 · Other
- Clayton Matthew Janson to OnedigitalApr 15, 2026 · Other
- Tyler Joseph Clark to OnedigitalApr 15, 2026 · Other
- Beau Diehl Sheedy to OnedigitalApr 15, 2026 · Other
- Lanaya Jean Ewald to OnedigitalApr 15, 2026 · Other
- Tyler Scott Grantham to OnedigitalApr 15, 2026 · Other
- Jennifer Rachel Rusk to OnedigitalApr 15, 2026 · Other
- Todd Justin Lerner to Advus Financial Partners, LLCApr 1, 2026 · RIA to RIA
- Ramona Janina Maior to Domain Money Advisors, LLCMar 27, 2026 · RIA to RIA
- David M Telles to Cetera Investment Advisers LLCDec 8, 2025 · RIA to affiliated broker-dealer or bank
- Brett Hansen Buckley to Osaic Advisory Services, LLCNov 10, 2025 · RIA to affiliated broker-dealer or bank
- Jennifer Foster to Osaic Advisory Services, LLCNov 10, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Kurtis Anderson from Cetera Investment Advisers LLCSep 16, 2026 · Affiliated broker-dealer or bank to independent RIA
- Ashley Marie Seeger from United Planners' Financial Services Of America A Limited PartnerJul 22, 2026 · RIA to RIA
- Owen Keith Farnsworth from U.S. Bancorp Advisors, LLCJun 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- John J Boothby from Morgan StanleyMay 7, 2026 · Wirehouse to independent RIA
- Oliver Ivan Ibarra from Osaic Wealth, Inc.Jul 30, 2025 · Affiliated broker-dealer or bank to independent RIA
- Sandra Maria Penner from Citigroup Global Markets Inc.Jun 25, 2025 · Affiliated broker-dealer or bank to independent RIA
- Aaron Loyal Williamson from Ameriprise Financial Services, LLCJun 25, 2025 · Affiliated broker-dealer or bank to independent RIA
- Patrick Albert Lefevre from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 6, 2025 · Wirehouse to independent RIA
- Patrick Meraz from Cuso Financial Services, L.P.Apr 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Tyler Joseph Clark from Equitable Advisors, LLCApr 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Michael William Alexander from Cuso Financial Services, L.P.Apr 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Rafael Balderrabano from Cuso Financial Services, L.P.Apr 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jonathan A Stoft from Cuso Financial Services, L.P.Mar 19, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brian Yukio Horiuchi from Cuso Financial Services, L.P.Mar 17, 2025 · Affiliated broker-dealer or bank to independent RIA
- Charles Rainey from Vanguard Advisers, Inc.Dec 6, 2024 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 6 left for OnedigitalApr 15, 2026 · Phoenix, Az
- 12 left for Osaic Advisory Services, LLCNov 1, 2025 · Meridian, Id
- 2 left for Osaic Wealth, Inc.Nov 1, 2025 · Scottsdale, Az
- 3 left for Osaic Wealth, Inc.Nov 1, 2025 · Albuquerque, Nm
- 2 left for MarinerSep 3, 2023 · Kirkland, Wa
- 2 left for Avantax Advisory ServicesNov 30, 2022 · Cupertino, Ca
- 4 left for Universal Financial Advisors, LLCAug 10, 2022 · St Louis, Mo
- 2 left for Mariner Advisor NetworkOct 11, 2017 · Menlo Park, Ca
- 2 joined from Cuso Financial Services, L.P.Mar 31, 2025 · Spring, Tx
- 2 joined from Cuso Financial Services, L.P.Mar 14, 2025 · San Jose, Ca
- 8 joined from Ameriprise Financial Services, LLCMar 20, 2024 · Meridian, Id
- 6 joined from Equitable Advisors, LLCJan 13, 2023 · Mesa, Az
- 3 joined from Equitable Advisors, LLCAug 9, 2022 · Phoenix, Az
- 2 joined from Beam Wealth Advisors, Inc.Dec 15, 2021 · Covington, La
- 2 joined from Beam Wealth Advisors, Inc.Dec 15, 2021 · St Peters, Mo
- 12 joined from Cue Financial Group, Inc.Dec 31, 2018 · Scottsdale, Az
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C Justin Jolly · Chief Compliance Officercontrolsince 07/2024 · owns less than 5%
- Thomas Michael Prior · Chief Executive Officercontrolsince 10/2014 · owns less than 5%
- Kolega Janette Prior · Trusteecontrolsince 03/2022 · owns 50% to 75% of Michael Thomas Prior And Janette Kolega Prior Family Trust
- Thomas Michael Prior · Trusteecontrolsince 03/2022 · owns 50% to 75% of Michael Thomas Prior And Janette Kolega Prior Family Trust
Entity owners
- Priority Financial Group, LLC · Sole Memberdirect · owns 75% or more
- Michael Thomas Prior And Janette Kolega Prior Family Trust · Ownerindirect · owns 75% or more of Prior And Associates, LLC
- Prior And Associates, LLC · Memberindirect · owns 75% or more of Priority Financial Group, LLC
Related persons
Schedule D 7.A
- Donald L Likereal estatey
- Pfg Insurance Servicesreal estatey
- Seth Finkinsurancey
- Tiffany Luminsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Phoenix, Az · principal | 31 | 2 | 9 | 1 | |
| Peoria, Az | 7 | 0 | 0 | ||
| Mesa, Az | 7 | 1 | 0 | ||
| Albuquerque, Nm | 6 | 0 | 3 | 1 | |
| Tempe, Az | 6 | 0 | 1 | ||
| Eugene, Or | 4 | 0 | 0 | ||
| Scottsdale, Az | 4 | 1 | 2 | 1 | |
| Gilbert, Az | 4 | 0 | 0 | ||
| Houston, Tx | 3 | 0 | 0 | ||
| San Diego, Ca | 3 | 1 | 0 | ||
| Glendale, Az | 3 | 0 | 0 | ||
| San Jose, Ca | 3 | 0 | 0 | ||
| La Mesa, Ca | 2 | 1 | 0 | ||
| Austin, Tx | 2 | 0 | 0 | ||
| Carlsbad, Ca | 2 | 0 | 0 | ||
| Chandler, Az | 2 | 0 | 0 | ||
| Eagle, Id | 2 | 1 | 0 | ||
| Owatonna, Mn | 2 | 1 | 0 | ||
| Roswell, Nm | 2 | 0 | 0 | ||
| Tucson, Az | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Phoenix, AZ5 employees
- Eugene, OR4 employees
- Albuquerque, NM4 employees
- Albuquerque, NM3 employees
- Albuquerque, NM3 employees
- Valencia, CA3 employees
- Rio Rancho, NM2 employees
- Peoria, AZ2 employees
- Phoenix, AZ2 employees
- Farmington, NM2 employees
- Glendale, AZ2 employees
- Mesa, AZ2 employees
- Phoenix, AZ1 employees
- Berkely, CA1 employees
- San Diego, CA1 employees
- Tempe, AZ1 employees
- Tucson, AZ1 employees
- Tucson, AZ1 employees
- Dallas, TX1 employees
- Carlsbad, CA1 employees
- Campbell, CA1 employees
- Gilbert, AZ1 employees
- Greenwood Village, CO1 employees
- Mankato, MN1 employees
- Phoenix, AZ1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- high office count relative to headcountStatic outlier · filing Mar 17, 2026offices per registered advisor of 1.6 against a peer median of 0.3 (529 comparable advisers, 99.0th percentile, 5.6 robust deviations)peers: independent wealth managers, $1B to $5B (529) · 99% percentile
- control person changedChange between filings · filing Mar 17, 2026PRIOR, JANETTE, KOLEGA (TRUSTEE) left Schedule A between the filings of 2022-08-11 and 2026-03-17peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 13,550 to 13,982Jan 2, 2026 to Mar 17, 2026
- Advisory employees · 104 to 86Jan 2, 2026 to Mar 17, 2026
- BD registered reps · 113 to 83Jan 2, 2026 to Mar 17, 2026
- Corporate clients · 46 to 51Jan 2, 2026 to Mar 17, 2026
- HNW clients · 727 to 735Jan 2, 2026 to Mar 17, 2026
- Individual clients · 6,798 to 6,792Jan 2, 2026 to Mar 17, 2026
- Pension plan clients · 12 to 11Jan 2, 2026 to Mar 17, 2026
- Employees · 119 to 112Jan 2, 2026 to Mar 17, 2026
- State-registered IARs · 106 to 90Jan 2, 2026 to Mar 17, 2026
- Discretionary RAUM · $2.4B to $2.8BJan 2, 2026 to Mar 17, 2026
- HNW RAUM · $1.5B to $1.6BJan 2, 2026 to Mar 17, 2026
- Individual RAUM · $1.5B to $1.5BJan 2, 2026 to Mar 17, 2026
- Non-discretionary RAUM · $659M to $424MJan 2, 2026 to Mar 17, 2026
- Pension RAUM · $7.6M to $8.9MJan 2, 2026 to Mar 17, 2026
- RAUM · $3.1B to $3.3BJan 2, 2026 to Mar 17, 2026
- Financial planning clients · 26-50 to 26-50Apr 22, 2025 to Jun 24, 2025
- Accounts · 12,918 to 13,550Jan 2, 2025 to Apr 22, 2025
- Advisory employees · 99 to 104Jan 2, 2025 to Apr 22, 2025
- BD registered reps · 109 to 113Jan 2, 2025 to Apr 22, 2025
- Corporate clients · 42 to 46Jan 2, 2025 to Apr 22, 2025
- HNW clients · 697 to 727Jan 2, 2025 to Apr 22, 2025
- Individual clients · 6,481 to 6,798Jan 2, 2025 to Apr 22, 2025
- Employees · 115 to 119Jan 2, 2025 to Apr 22, 2025
- Financial planning clients · 11-25 to 26-50Jan 2, 2025 to Apr 22, 2025
- State-registered IARs · 102 to 106Jan 2, 2025 to Apr 22, 2025
- Discretionary RAUM · $2.3B to $2.4BJan 2, 2025 to Apr 22, 2025
- HNW RAUM · $1.4B to $1.5BJan 2, 2025 to Apr 22, 2025
- Individual RAUM · $1.4B to $1.5BJan 2, 2025 to Apr 22, 2025
- Non-discretionary RAUM · $485M to $659MJan 2, 2025 to Apr 22, 2025
- Pension RAUM · $7.5M to $7.6MJan 2, 2025 to Apr 22, 2025
- RAUM · $2.8B to $3.1BJan 2, 2025 to Apr 22, 2025
- Wrap assets (manager) · $348M to $0Jan 2, 2025 to Apr 22, 2025
- Accounts · 11,752 to 12,918Dec 3, 2024 to Jan 2, 2025
- Corporate clients · 48 to 42Dec 3, 2024 to Jan 2, 2025
- HNW clients · 649 to 697Dec 3, 2024 to Jan 2, 2025
- Individual clients · 6,018 to 6,481Dec 3, 2024 to Jan 2, 2025
- Pension plan clients · 13 to 12Dec 3, 2024 to Jan 2, 2025
- Discretionary RAUM · $2.0B to $2.3BDec 3, 2024 to Jan 2, 2025
- HNW RAUM · $1.2B to $1.4BDec 3, 2024 to Jan 2, 2025
- Individual RAUM · $1.1B to $1.4BDec 3, 2024 to Jan 2, 2025
Signals
60 dated events
- Christopher Terrence Jennings left Pfg Advisors for Titleist Asset Management, Llc (registered 2026-08-04)Aug 26, 2026 · Advisor changed firm · fact
- Gavin Walker Grove left Pfg Advisors for Benefit Financial Services Group (registered 2026-07-02)Jun 11, 2026 · Advisor changed firm · fact
- Seth David Fink left Pfg Advisors for Lpl Financial Llc (registered 2026-06-30)Apr 20, 2026 · Advisor changed firm · fact
- Morgan Daniel Keil left Pfg Advisors for Onedigital (registered 2026-04-18)Apr 18, 2026 · Advisor changed firm · fact
- Jennifer Rachel Rusk left Pfg Advisors for Onedigital (registered 2026-04-14)Apr 15, 2026 · Advisor changed firm · fact
- Tyler Joseph Clark left Pfg Advisors for Onedigital (registered 2026-04-14)Apr 15, 2026 · Advisor changed firm · fact
- Tyler Scott Grantham left Pfg Advisors for Onedigital (registered 2026-04-14)Apr 15, 2026 · Advisor changed firm · fact
- Beau Diehl Sheedy left Pfg Advisors for Onedigital (registered 2026-04-14)Apr 15, 2026 · Advisor changed firm · fact
- Lanaya Jean Ewald left Pfg Advisors for Onedigital (registered 2026-04-13)Apr 15, 2026 · Advisor changed firm · fact
- Clayton Matthew Janson left Pfg Advisors for Onedigital (registered 2026-04-06)Apr 15, 2026 · Advisor changed firm · fact
- 6 advisors left Pfg Advisors (Phoenix, AZ) for Onedigital within 3 daysApr 15, 2026 · Team lift-out · derived
- Todd Justin Lerner left Pfg Advisors for Advus Financial Partners, Llc (registered 2026-04-01)Apr 1, 2026 · Advisor changed firm · fact
- Ramona Janina Maior left Pfg Advisors for Domain Money Advisors, Llc (registered 2026-06-03)Mar 27, 2026 · Advisor changed firm · fact
- David M Telles left Pfg Advisors for Cetera Investment Advisers Llc (registered 2026-02-09)Dec 8, 2025 · Advisor changed firm · fact
- Lora Gene Lakatos left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Britney Taylor Gorley left Pfg Advisors for Osaic Wealth, Inc. (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Sean Kenneth Meldrum left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Rizwan Bukhari left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Richard Omar Wilson left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Sandra Maria Penner left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Brett Hansen Buckley left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Robert George Wilson left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Scott Michael Hanish left Pfg Advisors for Osaic Wealth, Inc. (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Oliver Ivan Ibarra left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Jennifer Foster left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Stephen Mark Gordon left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Chris Daniel Morin left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Jonathan Frederick Garton left Pfg Advisors for Osaic Wealth, Inc. (registered 2025-11-06)Nov 10, 2025 · Advisor changed firm · fact
- Aaron Loyal Williamson left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
- Nathan Wade Rydalch left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)Nov 10, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/priority-financial-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- davisfm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (800) 405-8850reportedpublic record, Form ADV, Mar 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $40.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026