Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
General
Location
Phoenix, AZ, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$3,000,000,000.00
Gross Revenue
$20,000,000.00
# of Accounts
24,000
Avg Client Age
45
Overview

We have a strong desire and financing capabilities to help Advisors who are buying, selling, and merging practices by partnering up with us. We are thought leaders in the areas of M&A, Succession, and Continuity Planning. Due to our size and infrastructure, we can help you become a more qualified buyer and we have a presence in many markets throughout the West.

Priority Financial Group (PFG) is an RIA with approximately $3B in AUA serving advisors and institutions for over 20 years and offers:

• Several Affiliation Choices including RIA only, Hybrid, and BD friendly.

• A powerful advisory platform complete with compliance infrastructure and support.

• Multiple Custodian and Money Manager Choices including Schwab, TD Ameritrade, Fidelity, and Pershing.

• A fully integrated technology platform and admin support including Salesforce, Orion, MoneyGuide Pro, and Riskalyze.

• Continuity and Succession Planning.

• W2 option with access to group health insurance, through PFG’s robust full benefits package.

•Top third-party asset managers including Asset Mark, CLS, SEI, and more.

•Robust Independent Broker-Dealer services through Securities America. (if needed)

•Transition Allowance.

• Marketing Support and Lead Generation.

Let me know if you would like to have a personal conversation.

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