Priority Financial Group (PFG), a leading Independent Registered Investment Advisor (RIA), proudly announces the achievement of several key milestones, demonstrating its continued growth and commitment to excellence in financial advisory services.
In June 2024, Priority Financial Group surpassed $5 billion in assets under management (AUM), a testament to the trust and confidence their clients place in the financial expertise of their dedicated team of advisors. This significant achievement underscores PFG’s dedication to providing exceptional service and personalized financial strategies to meet the diverse needs of clients.
Additionally, Priority Financial Group and their 90+ advisors are now serving over 20,000 clients, reflecting their expansive reach and the strong relationships they have built over the years. PFG’s client-centric approach ensures that each individual receives tailored financial advice to help them achieve their financial goals.
Priority Financial Group’s growth is further highlighted by the successful onboarding of three new advisors in June. These talented professionals bring a wealth of experience and expertise to their team, enhancing their ability to deliver high-quality financial services. The addition of these advisors is a direct result of their unique Financial Institution affiliation model, which allows advisors to operate within credit unions and banks. This model enables advisors to receive referrals and build a robust book of business, creating a mutually beneficial relationship for all parties involved.
“We are thrilled to reach these significant milestones and attribute our success to the hard work and dedication of the PFG team,” said Mike Prior, CEO of Priority Financial Group. “Our innovative Financial Institution affiliation model sets us apart in the industry and has been instrumental in our growth. Advisory-focused Institutions and Advisors will appreciate the Third-Party RIA (TP-RIA) option that provides access to lower-cost Schwab and Fidelity custodians.”
As Priority Financial Group continues to expand, they remain focused on their mission to empower advisors with the financial knowledge and resources needed to help their clients achieve their goals. PFG looks forward to continued success and growth in the years ahead.
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