Ifg Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 18, 2026, reports $4.8B in regulatory assets under management, 187 employees, 62 offices, and 14,619 accounts.
Assets Under Management
$4.8B
Employees
187
Offices
62 offices
Total Clients
9,202
Primary office
ATLANTA, GA
200 ASHFORD CENTER NORTH, SUITE 400, ATLANTA, GA, United States
Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
5,482
2
HNWI
38.6%
3,556
3
Pension Plans
0.8%
78
4
Corporations
0.6%
57
5
Charitable
0.3%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.8Bas of March 18, 2026
Discretionary94.3%
$4.5B
94% of total RAUM94.3%
Non-discretionary5.7%
$274M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.8B
Total Accounts14,619
10Y AUM Change+$3.7B (+343.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees187
Clients per Employee49:1
10Y Employee Change+83 (+79.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.