# Independent Financial Group

Independent Financial Group is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, California, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** independentfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/ifgsd

## Regulatory record

- **CRD number:** 7717
- **SEC file number:** 801-62667
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/7717

## About

Independent Financial Group is an SEC-registered investment adviser in San Diego, CA, registered since 2004. The firm manages $12.9 billion in assets, with $12.7 billion on a discretionary basis. It has 624 employees and 476 investment advisers.

## Questions

### Who controls Independent Financial Group, and is it backed by private equity?

Ownership details for Independent Financial Group are not publicly disclosed. Many independent broker-dealers in the United States have attracted private equity investment over the past decade, but no specific transaction involving IFG has been identified in the public record. The firm's ownership structure remains a closely held matter.

## Related profiles

- [Independent Advisor Alliance (IAA)](https://altss.com/profile/independent-advisor-alliance-iaa)
- [Independent Financial Partners](https://altss.com/profile/independent-financial-partners-ifp)

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Last updated: 2026-06-03T20:00:00.000Z

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