Data / Investment advisers / Georgia / Primerica Advisors
Primerica Advisors, Duluth, GA: $15.5 billion AUM, SEC registered investment adviser
Primerica Advisors is an SEC registered investment adviser with its main office in Duluth, Georgia and reports $15.5 billion in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 10111
- SEC file number
- 801-72263
- SEC status
- Approved, effective May 6, 2011
- Legal name
- PFS Investments Inc.
- Main office
- 1 Primerica Parkway, Duluth, GA 30099
- Phone
- (833) 786-0550
- Website
- landmark.primerica.com
- Regulatory AUM
- $15,536,099,534 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $15,536,099,534
- Accounts
- 89,813
- Employees
- 3,992, of which 3,959 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1,828
- Form ADV Item 11 disclosures
- Reported: criminal actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 65,489 | $12.21 billion |
| High net worth individuals | 2,097 | $3.20 billion |
| Corporations or other businesses | 166 | $90.6 million |
| Charitable organizations | 64 | $28 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $15.54 billion | March 20, 2026 |
| December 1, 2025 | $11.16 billion | November 11, 2025 |
Other advisers in Georgia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Roark Capital Management, LLC | Atlanta | $34.18 billion | 14 | adviserinfo.sec.gov |
| HB Wealth | Atlanta | $30.16 billion | 24 | adviserinfo.sec.gov |
| Atlanta Capital | Atlanta | $28.64 billion | Not listed | adviserinfo.sec.gov |
| Merit Financial Advisors | Alpharetta | $23.88 billion | Not listed | adviserinfo.sec.gov |
| Vident Asset Management | Alpharetta | $22.02 billion | Not listed | adviserinfo.sec.gov |
| Osaic Advisory Services, LLC | Atlanta | $15.48 billion | Not listed | adviserinfo.sec.gov |
| Ira Group, Inc. | Atlanta | $15.42 billion | Not listed | adviserinfo.sec.gov |
| Atlanta Consulting Group Advisors, LLC | Atlanta | $14.70 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Primerica Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.