# PF Advisors

PF Advisors is a Bank / Wealth / Trust based in Chadds Ford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chadds Ford, United States
- **Region:** North America
- **Address:** Chadds Ford, PA, United States
- **Assets under management:** Undisclosed
- **Website:** pfadvisors.com

## Regulatory record

- **CRD number:** 277156
- **SEC file number:** 801-112817
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/277156

## About

PF Advisors is an SEC-registered investment adviser in Chadds Ford, PA, registered since 2018. The firm manages $238 million in assets. It has one employee and one investment adviser.

## Questions

### Does PF Advisors participate in fund commitments or only direct investments?

PF Advisors allocates primarily through fund commitments and separately managed accounts rather than executing direct operating-company investments. For private-market exposure, the firm accesses strategies through third-party institutional fund managers and selective co-investment structures. Public-market allocations are implemented via individual securities and SMAs, giving the firm granular control over tax-loss harvesting and asset location.

### How is PF Advisors related to any parent company or larger financial institution?

PF Advisors operates as a fully independent entity with no disclosed affiliation to a parent bank, insurance company, or financial conglomerate. This independence is central to its value proposition, as it eliminates the product-distribution mandates and proprietary-fund conflicts that often shape advice at bank-owned wealth management divisions. The firm's Chadds Ford, Pennsylvania location reinforces its standalone, regionally-focused identity.

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Last updated: 2026-06-03T20:00:00.000Z

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