Case Study: Priority Financial Group Boosts Client Alignment and Growth with Riskalyze

Priority Financial Group - Customer Case Study

Priority Financial Group (PFG), a hybrid RIA founded in 2012, needed a better way to align client portfolios with individual risk tolerances across its many affiliation models. By adopting Riskalyze and its Risk Number® assessment, PFG aimed to improve client communication, set clearer expectations, and support its fiduciary and compliance-focused approach.

Riskalyze became a core part of PFG’s tech stack alongside Orion Advisor Tech and Salesforce, helping advisors quickly show prospects and clients whether portfolios matched their Risk Number and document alignment for compliance. The results included stronger retention, better conversations, and record growth for the firm, with affiliated advisors averaging a 27% increase in gross revenue in 2018 even as the S&P 500 fell about 6%.

Priority Financial Group