← Directory
PRIMERICA ADVISORS
Legal name: PFS INVESTMENTS INC.
CRD 10111File 801-72263
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$15.54B
Top 10% of cohort (national)
Discretionary AUM
$15.54B
Clients
67,816
89,813 accounts
Employees
3,992
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 6, 2011
- Principal office
- 1 PRIMERICA PARKWAY, DULUTH, GA, 30099-0001
- Phone
- 833-786-0550
- Website
- http://www.primerica.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.54B
- Discretionary AUM
- $15.54B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 89,813
- Non-discretionary accounts
- 0
- Total accounts
- 89,813
- AUM per client
- $229K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 166 | $90.6M |
| Charitable organizations | 64 | $28.0M |
| High net worth individuals | 2,097 | $3.20B |
| Individuals (other than high net worth individuals) | 65,489 | $12.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3,762 | 3,992 | increased by230 |
| Apr 1, 2026 | Clients | 54,384 | 67,816 | increased by13,432 |
| Apr 1, 2026 | AUM | $11,156,017,804 | $15,536,099,534 | increased by$4,380,081,730 |
| Apr 1, 2026 | Accounts | 70,434 | 89,813 | increased by19,379 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3,383 | 3,762 | increased by379 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38,954 | 54,384 | increased by15,430 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,113,872,754 | $11,156,017,804 | increased by$4,042,145,050 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 49,061 | 70,434 | increased by21,373 |
| Apr 1, 2022 | Employees | 3,784 | 3,383 | decreased by401 |
| Apr 1, 2022 | Clients | 32,319 | 38,954 | increased by6,635 |
| Apr 1, 2022 | AUM | $5,090,244,164 | $7,113,872,754 | increased by$2,023,628,590 |
| Apr 1, 2022 | Accounts | 39,842 | 49,061 | increased by9,219 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRIMERICA ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRIMERICA ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.