PFM

PFM

Public finance advisory and asset management

Overview

PFM provides asset management, financial advisory, and consulting services focused on the public sector. It works by delivering investment guidance, financial planning, retirement planning, and specialized services through teams in Transportation, Economics and Real Estate Consulting, and ESG, tailoring solutions for governments, universities, healthcare organizations, transit agencies, schools, utilities, and nonprofits. It differentiates itself with deep public-finance expertise and sector-focused practice areas that translate into customized financial strategies for public and nonprofit clients. Its goal is to help clients achieve long-term financial health and durable fiscal outcomes in the public sector.

About PFM

Simplify's Rating
Why PFM is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Consulting

Government & Public Sector

Financial Services

Company Size

501-1,000

Company Stage

Acquired

Total Funding

N/A

Headquarters

Philadelphia, Pennsylvania

Founded

1975

Simplify Jobs

Simplify's Take

What believers are saying

  • PFM's advisory arm captures ESG demand in public sustainable finance[5].
  • PFM leverages infrastructure trends via transportation finance expertise[5].
  • PFM's 500 professionals enable premium fees from niche consulting[4].

What critics are saying

  • U.S. Bank diverts PFMAM clients, eroding advisory revenues in 6 months[2].
  • Nomura captures public asset niche, stealing institutional clients in 12 months[4].
  • Talent exodus from 250 employees weakens PFM consulting delivery in 3 months[2].

What makes PFM unique

  • PFM specializes in public finance advisory for governments and non-profits since 1975[1].
  • PFM leads in LGIPs and OCIO services for public sector portfolios[2].
  • PFM delivers independent municipal bond advisory across 35 U.S. offices[1][3].

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Benefits

Health Insurance

Life Insurance

Disability Insurance

Parental Leave

Paid Vacation

Paid Sick Leave

Performance Bonus

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Media General Ghana Ltd
Apr 25th, 2025
Government reaffirms commitment to fiscal discipline and robust financial management

The Government of Ghana has reaffirmed its commitment to sound Public Financial Management (PFM) and fiscal discipline during the 2025 Annual Conference of the Controller and Accountant-General's Department (CAGD), held in Ho.

DBusiness Magazine
Apr 19th, 2024
Brodie Killian Named a Director of PFM Financial Advisors in Ann Arbor

PFM Financial Advisors (PFMFA), an independent municipal advisor in Philadelphia, named Brodie Killian as a director in its Ann Arbor office.

The Independent
Mar 20th, 2024
ICPAU calls for proper accountability to enhance service delivery

The PFM was started last year to bring together accountants from both the private and public sectors to brainstorm on the country's stand regarding proper accounting practices.

PFM Intelligence
Sep 28th, 2023
PFM and Sodaclick Partner for Next-Gen Drive-Thru Experiences

In a landmark move that will redefine the European fast food industry, PFM Global Holding B.V. is pleased to announce a new partnership with Sodaclick Ltd. to introduce an AI-powered automated ordering system to its customers.

Ada Derana
Jul 19th, 2023
EU, AFD, and World Bank support strengthening Sri Lanka’s public finance management

In a statement, the World Bank said the grant of EUR 9.8 million for Public Finance Management aims to support improving economic governance, transparency, and accountability in how public finances are spent.

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