PFG Selects United Planners as Its New Broker-Dealer, Advancing a Multi-Custodial, Advisor-First Growth Strategy
PHOENIX, November 14, 2025--PFG, a Phoenix-based firm with nearly $5 billion in assets under administration, today announced its transition from Osaic to United Planners Financial Services ("United Planners") as the broker-dealer for its 80+ financial advisors and 20+ bank and credit union partners. With advisor, asset, and revenue retention of approximately 90%, this move reinforces PFG’s long-standing commitment to independence, flexibility, and service excellence.
PHOENIX, November 14, 2025--PFG, a Phoenix-based firm with nearly $5 billion in assets under administration, today announced its transition from Osaic to United Planners Financial Services ("United Planners") as the broker-dealer for its 80+ financial advisors and 20+ bank and credit union partners. With advisor, asset, and revenue retention of approximately 90%, this move reinforces PFG’s long-standing commitment to independence, flexibility, and service excellence.
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