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PRIMERICA ADVISORS

DULUTH, GA · CRD 10111 · IAPD ↗ · landmark.primerica.com · 833-786-0550

$15.54BRegulatory AUM
3959Advisory reps
3992Employees
0Clients
n/aPlanning clients
0Private funds
53States
57Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 5 (52 -> 57).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
August 2026 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 1 (51 -> 52).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 5 (46 -> 51).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — PRIMERICA ADVISORS added office(s): 1754 -> 1828 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — PRIMERICA ADVISORS reported RAUM up 39% ($11.16B -> $15.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — PRIMERICA ADVISORS grew from 3732 to 3959 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2026 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 1 (45 -> 46).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
February 2026 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 4 (41 -> 45).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
December 2025 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 7 (34 -> 41).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
June 2025 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 1 (33 -> 34).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 2 (31 -> 33).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — PRIMERICA ADVISORS added office(s): 1704 -> 1754 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — PRIMERICA ADVISORS reported RAUM up 32% ($8.46B -> $11.16B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — PRIMERICA ADVISORS grew from 3560 to 3732 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 3 (28 -> 31).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
October 2024 — PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 4 (24 -> 28).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — PRIMERICA ADVISORS added office(s): 1646 -> 1704 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — PRIMERICA ADVISORS grew from 3420 to 3560 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.