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PFS INVESTMENTS INC.

Advisory

N·DULUTH, GA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$15.5B
1-Year AUM Growth
+31.8%
3-Year CAGR
+16.2%
Employees
3,959
Assets Under Management
Total AUM$15.5B
Discretionary AUM$15.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54,384
Team
Total Employees3,959
Investment Advisers3,992
Employee Growth (1Y)+4.1%
Filing History
Total Filings on Record60
First FilingJan 16, 2013
Latest FilingMar 20, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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