About Pfg Advisors
<p>From corporate retirement plans to physician-focused planning, Pfg Advisors works with clients across West Texas from offices in Lubbock and the Midland–Odessa area.</p> <p>The firm reports $5.0B in AUM as of 2026 and brings more than 220 years of combined experience among its managing partners. Pfg Advisors supports businesses, retirees, and physicians with day-to-day planning work and long-term strategy.</p> <p>For employer plans, Pfg Advisors provides 3(21) fiduciary services and helps sponsors run and monitor their retirement programs. The team also handles financial planning, risk management, business planning, retirement planning, wealth management, estate planning, and executive benefits.</p> <p>What sets Pfg Advisors apart is its mix of corporate retirement plan work and personal planning under one advisory team, which can simplify decisions for business owners and professional families.</p> <ul> <li>3(21) fiduciary support for retirement plan sponsors</li> <li>Corporate retirement plan services and plan oversight</li> <li>Financial and retirement planning for individuals and families</li> <li>Wealth management, estate planning, and executive benefits</li> <li>Risk management and business planning</li> </ul>
Website: https://advisorspfg.com/
Office Locations
- Lubbock, TX (Headquarters)
- Midland, TX
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $5.0B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SCPMG KEOGH PLAN | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA | $7.9B | 11,088 |
| EPS GROUP 401(K) PLAN | EPS GROUP, INC., AZ | $27M | 272 |
| AZTEC ENGINEERING GROUP, INC. 401(K) PROFIT SHARING PLAN | AZTEC ENGINEERING GROUP, INC., AZ | $25M | 188 |
| STRONGMIND, INC. 401(K) PLAN | STRONGMIND, INC., AZ | $17M | 546 |
| QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | QUECHAN INDIAN TRIBE, CA | $16M | 930 |
| OPEN LOOP ENERGY, INC. RETIREMENT SAVINGS PLAN | OPEN LOOP ENERGY, INC., AZ | $9M | 166 |
| PARKS & SONS OF SUN CITY, INC. 401(K) PLAN | PARKS & SONS OF SUN CITY, INC., AZ | $8M | 143 |
| FRONTIER WASTE SOLUTIONS 401K PLAN | FRONTIER EMPLOYEECO, LLC, TX | $7M | 500 |
| PORTFOLIO RETIREMENT PLAN | OUTLIER, LLC, AZ | $6M | 352 |
| TRAX HOLDINGS, INC 401(K) PLAN | TRAX HOLDINGS, INC, TX | $6M | 67 |
| AGATE, INC. 401(K) PLAN | AGATE, INC., AZ | $4M | 74 |
| COAL BRICK OVEN PIZZERIA, INC. 401(K) PLAN | COAL BRICK OVEN PIZZERIA, INC., AZ | $2M | 2,512 |
| SQUARE ONE CONCEPTS, INC. 401(K) PLAN | SQUARE ONE CONCEPTS, INC., AZ | $2M | 550 |