Independent Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 17, 2026, reports $12.9B in regulatory assets under management, 624 employees, 312 offices, and 54,951 accounts.
Assets Under Management
$12.9B
Employees
624
Offices
312 offices
Total Clients
26,635
Primary office
SAN DIEGO, CA
12671 HIGH BLUFF DR, SUITE 200, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 88.1% of total clients.
Top client categories% of clientsClients
1
Individuals
88.1%
23,458
2
HNWI
9.2%
2,438
3
Pension Plans
1.3%
347
4
Corporations
1.2%
307
5
Charitable
0.3%
85
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.9Bas of March 17, 2026
Discretionary98.4%
$12.7B
98% of total RAUM98.4%
Non-discretionary1.6%
$205M
2% of total RAUM1.6%
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.
Latest AUM$12.9B
Total Accounts54,951
10Y AUM Change+$10.8B (+513.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees624
Clients per Employee43:1
10Y Employee Change-5 (-0.8%)
* 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.