Broker-dealer firm · Duluth, GA
Primerica Advisors
PFS Investments Inc. · SEC-registered investment adviser · CRD 10111 · SEC 801-72263
At a glance
Primerica Advisors is an SEC-registered investment adviser based in Duluth, Georgia, with $15.5 billion in regulatory assets under management as of its Form ADV filed September 8, 2026. Its largest client group by assets is individuals, and it reports 67,586 individual clients. By Form ADV it is a broker-dealer firm, ranked 52nd of 391 broker-dealer firms and 1,025th of 17,210 SEC-registered advisers by assets.
Main office 833-786-0550primerica.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $16B
- Rank among broker-dealer firms
- #52 of 391
- Rank among all SEC RIAs
- #1,025 of 17,210
- Rank in Georgia
- #10 of 331
- Individual clients
- 67,586
- High-net-worth clients
- 2,097
- Accounts
- 89,813
- Discretionary
- 100% of AUM
- Employees
- 3,992
- Advisory staff
- 3,959
- Offices
- 1,829
Owners and executives on its Form ADV
- Nicholas Adam JendusaExecutive Vice President
- Daniel Aaron WoodringExecutive Vice President and Chief Compliance Officer
- William James NemetzDirector; Executive Vice President, Chief Operating Officer
- Karen Lynn SukinExecutive Vice President and General Counsel
- Deborah Lynn MillerExecutive Vice President
- Lori Allison RivetExecutive Vice President
- Brian Steven WeigleDirector and Executive Vice President
- Michael Kurt WellsExecutive Vice President & Treasurer
- Dasia Deborah ColeyVice President and Chief Financial Officer
- Michael LesutisSenior Vice President & Chief Counsel
- Misty Michelle SuttonPresident, Director and Chief Executive Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Primerica Advisors is a hybrid RIA: 3,975 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Pfsl Investments Canada LTD. and Primerica Brokerage Services, Inc..
- Pfsl Investments Canada LTD.
- Primerica Brokerage Services, Inc. ↗CRD 322250
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 65,489 | $12B | 79% |
| High-net-worth individuals | 2,097 | $3.2B | 21% |
| Corporations or other businesses | 166 | $91M | <1% |
| Charitable organizations | 64 | $28M | <1% |
Disciplinary disclosures
Primerica Advisors answers yes to 57 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗primerica.com ↗
AtlasMembers
The full record on Primerica Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 60 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Primerica Advisors manage?
Primerica Advisors reports $15.5 billion in regulatory assets under management across 89,813 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 8, 2026.
What kind of firm is Primerica Advisors?
Primerica Advisors is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser. A public reporting company controls it.
Who are Primerica Advisors’s clients?
By assets, its largest client types are individuals ($12.2 billion, 65,489 clients); high-net-worth individuals ($3.2 billion, 2,097 clients); corporations or other businesses ($91 million, 166 clients).
Does Primerica Advisors have any disciplinary history?
Primerica Advisors answers yes to 57 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Primerica Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →