Promoting Financial Independence



Explore PFIConnect with us

PFI Advisors was founded on the belief that Registered Investment Advisor (RIA) owners are fantastic financial advisors but often struggle with the nuances of being business owners.  With the proper infrastructure and culture in place, RIAs can build enterprises that are more impactful and profitable than ever imagined.

To that end, in addition to the services we provide to our clients, we have published over 270 practice management articles and research papers and continue to promote business ownership through our podcast, The COO Roundtable.

In June 2021, we launched The COO Society, a digital consulting platform accessible to RIAs of all sizes, offering operations professionals educational resources and a community of like-minded business leaders.


  • Positioning RIAs to offer the same, or better, services than larger financial institutions
  • Creating an infrastructure and culture that allows RIAs to be a Buyer and Employer of Choice
  • Making RIAs scalable so that they aren’t only growing top-line revenue, but bottom-line profits as well
Five service offerings for RIA owners and operations professionals

When you engage with PFI Advisors, we don’t just present customized operational recommendations for your specific organizational needs — we roll up our sleeves and help you implement those solutions.  Most of our engagements begin with an in-depth Operational Diagnostic, which gives us a foundational understanding of your clients, your business, and your ideal future state.  Following that discovery period, we work side-by-side with you to affect change and move your organization toward your ideal state.  Our engagements include scheduled weekly calls, ad hoc emails, and video conferences to guide you through our solutions.  We will sit beside you on vendor calls, negotiations, and deliverables, all driven by a high-level project plan to keep you on track. 

All PFI Advisors engagements are structured either as a project or retainer fee — we do not charge AUM-based fees or lock you into multi-year contracts.  We only strive to provide high quality recommendations that alleviate business issues and help you drive greater profitability. We have also written extensively about our methodology here.


To further evolve the RIA industry from a collection of “practices” to “businesses,” and to be a continued voice in validating the industry as a legitimate landing spot for billion-dollar teams and their clients.

Helping RIA owners build the infrastructure and culture that frees up their time and grows their profits is what we do. Alleviating advisors of the burden of running a business and empowering them to do what they do best is what we are passionate about.


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