Insights

Affluent Client Focus DFG Advisors primarily serves successful individuals, business executives, and entrepreneurs, positioning it as a premium financial services provider. Opportunities exist to offer exclusive investment solutions, advanced planning tools, and personalized wealth management services tailored to high-net-worth clients.

Technology Utilization Leveraging modern digital tools such as Cloudflare, Google Fonts API, and WP Engine suggests that DFG maintains a flexible and efficient online platform. This presents opportunities to introduce innovative fintech integrations, mobile apps, or enhanced digital advisory platforms to improve client engagement and operational efficiency.

Growth Potential With an annual revenue ranging from one to ten million dollars and a dedicated team of up to 200 employees, DFG is positioned for growth. Sales efforts could focus on expanding service offerings, strategic partnerships, or niche markets like estate planning and tax optimization for high-net-worth clients.

Competitive Niche Operating in a landscape with major players like Charles Schwab and Fidelity, DFG can differentiate itself through personalized, boutique-style wealth management and CFO-level advisory. Outreach initiatives might include personalized consultations or seminars emphasizing tailored financial strategies.

Client Relationship Emphasis DFG’s philosophy centers on building long-term relationships and acting as a personal CFO for clients. This focus suggests an opportunity to promote high-touch, bespoke service packages and enhance relationship management tools to deepen client loyalty and attract referrals within their affluent network.

DFG Advisors Tech Stack

DFG Advisors uses 8 technology products and services including Cloudflare, Open Graph, Google Fonts API, and more. Explore DFG Advisors's tech stack below.

  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Google Maps
    Maps
  • Priority Hints
    Performance
  • WP Engine
    Platform As A Service
  • Contact Form 7
    Web Platform Extensions

Media & News

DFG Advisors's Email Address Formats

DFG Advisors uses at least 1 format(s):
DFG Advisors Email FormatsExamplePercentage
First@dfgadvisors.comJohn@dfgadvisors.com
33%
FirstL@dfgadvisors.comJohnD@dfgadvisors.com
17%
First@dfgadvisors.comJohn@dfgadvisors.com
33%
FirstL@dfgadvisors.comJohnD@dfgadvisors.com
17%

Frequently Asked Questions

Where is DFG Advisors's headquarters located?

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DFG Advisors's main headquarters is located at 17550 North Perimeter Drive Suite 450 Scottsdale, Arizona 85255 United States. The company has employees across 2 continents, including North AmericaAsia.

What is DFG Advisors's official website and social media links?

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DFG Advisors's official website is dfgadvisors.com and has social profiles on LinkedIn.

What is DFG Advisors's NAICS code?

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DFG Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does DFG Advisors have currently?

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As of February 2026, DFG Advisors has approximately 51 employees across 2 continents, including North AmericaAsia. Key team members include Sr. Wealth Advisor: N. P.Retirement Income Specialist: J. B.Client Relations Associate: M. G.. Explore DFG Advisors's employee directory with LeadIQ.

What industry does DFG Advisors belong to?

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DFG Advisors operates in the Financial Services industry.

What technology does DFG Advisors use?

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DFG Advisors's tech stack includes CloudflareOpen GraphGoogle Fonts APIJSON-LDGoogle MapsPriority HintsWP EngineContact Form 7.

What is DFG Advisors's email format?

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DFG Advisors's email format typically follows the pattern of First@dfgadvisors.com. Find more DFG Advisors email formats with LeadIQ.

When was DFG Advisors founded?

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DFG Advisors was founded in 2016.

DFG Advisors

Financial ServicesArizona, United States51-200 Employees

OUR MISSION  |  Dedicated to You

Financial success stems from intentional planning and disciplined implementation. In this world of uncertainty, we provide guidance to create and execute superior solutions for our clients, their families, and businesses over a lifetime of changing events.

OUR STORY  |  Planning for Tomorrow

DFG Private Client unites offices from Scottsdale and Silicon Valley to provide the ultimate client experience. By building relationships with our clients, we can achieve the goals and dreams that they desire by providing for their families, employees, and communities.

We typically serve successful and affluent individuals, business executives, and entrepreneurs. Acting as their personal CFO to lend advice and be a sounding board for life’s tough decisions.

PHILOSOPHY  |  Wealth Management for the Modern World

Wealth management can have many different definitions these days. We believe it to be a disciplined combination of investment consulting, advanced planning and relationship management. We arm our clients with the information and tools necessary to make intelligent decisions to accumulate, distribute, and preserve wealth.

DFG clients want to be sure they’re doing as well for themselves as they can, without having to worry. We help maintain a balance between sustaining your lifestyle and leaving a legacy. Most important, we work to help you avoid financial mistakes that can cost your peace of mind.


Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investor Services, LLC. Member SIPC Supervisory address: 17550 N. Perimeter Drive, Suite 450, Scottsdale, AZ, 85255 480-538-2900. DFG Private Client is not a subsidiary or affiliate of MML Investors Services, LLC.  CRN202006-229566

Section iconCompany Overview

Headquarters
17550 North Perimeter Drive Suite 450 Scottsdale, Arizona 85255 United States
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    DFG Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    DFG Advisors's revenue is estimated to be in the range of $1M$10M

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