SEC-registered wealth management firm Broker-dealer affiliated
Primerica Advisors
As of its Form ADV filed September 8, 2026, Primerica Advisors, an SEC-registered, broker-dealer affiliated wealth management firm in Duluth, Georgia, reported $15.5 billion in regulatory assets under management across 89,813 accounts, ranking #4 among all wealth firms in Georgia by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 10111
- SEC file number
- 801-72263
- Registered since
- May 6, 2011
- Latest Form ADV filing
- September 8, 2026
- Legal name
- PFS INVESTMENTS INC.
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 1,828
Key figures
- Regulatory assets under management
- $15.5 billion
- Discretionary
- $15.5 billion (100.0%)
- Non-discretionary
- $0
- Accounts
- 89,813 (89,813 discretionary)
- Clients
- 67,816, approximate as reported
- Employees
- 3,992
- Advisory staff
- 3,959 performing investment advisory functions
- Average account
- $172,983
- Asset growth, 1 year
- 39.3% (from $11.2 billion a year earlier)
- Asset growth, 3-year annual rate
- 29.9% (from $7.1 billion three years earlier)
- Asset growth, 5-year annual rate
- 25.0% (from $5.1 billion five years earlier)
- Client growth, 1 year
- 24.7% (from 54,384)
Broker-dealer affiliated. The firm is itself a broker-dealer as well as an investment adviser (Form ADV Item 6.A(1)). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 3, 2011 | $0 |
| October 1, 2012 | $0 |
| October 1, 2013 | $0 |
| October 1, 2014 | $0 |
| October 1, 2015 | $0 |
| October 3, 2016 | $0 |
| October 2, 2017 | $0 |
| October 1, 2018 | $1.2 billion |
| October 1, 2019 | $3.1 billion |
| October 1, 2020 | $4.1 billion |
| October 4, 2021 | $5.1 billion |
| October 3, 2022 | $7.1 billion |
| October 5, 2023 | $7.1 billion |
| October 1, 2024 | $8.5 billion |
| September 2, 2025 | $11.2 billion |
| October 2, 2026 | $15.5 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 65,489 clients | $12.2 billion | |
| High net worth individuals 2,097 clients | $3.2 billion | |
| Corporations or other businesses 166 clients | $90.6 million | |
| Charitable organizations 64 clients | $28.0 million |
How the firm is paid
- A percentage of assets under management
Advisory services
- Portfolio management for individuals or small businesses
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Broker-dealer
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Insurance company or agency
Custody (Item 9)
The firm reported custody of client cash or securities, $15.5 billion in total.
Investment adviser representatives
- IARs registered with the firm
- 4,004
- Also registered through a broker-dealer
- 3,986
- Employees who are IARs (Form ADV 5.B(3))
- 3,868
Designations held by the firm's IARs: CFP 18, CFA 2, ChFC 2, PFS 2.
Between 1,108 and 1,679 of the firm's 4,004 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 8 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Georgia
| Firm | City | RAUM |
|---|---|---|
| Osaic Advisory Services, LLC | Atlanta | $15.5 billion |
| Advisory Services Network | Atlanta | $10.6 billion |
| Openarc Corporate Advisory, LLC | Atlanta | $10.1 billion |
| Signaturefd, LLC | Atlanta | $9.7 billion |
| Crawford Investment Counsel Inc | Atlanta | $9.1 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Primerica Advisors on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.primerica.com
- Wealth management firms in Georgia
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.