This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-12-1979
- Office Locations
- 339
Office Locations
About Independent Financial Group, LLC
Independent Financial Group (IFG) is an independent broker-dealer and RIA supporting independent advisors with practice development and succession planning, product/platform support, marketing, and dedicated transitions services. Advisors use a broad shelf spanning ETFs, mutual funds, fixed income, and insurance/annuities, with clearing through Pershing. IFG also runs an industry-leading tech and virtual assistant program and has ranked #2 for overall satisfaction in the WealthManagement.com IBD report card.
Reported data analysis
What the numbers show
Between September 4, 2025 and March 17, 2026, reported AUM increased 14.2%, from $11.3B to $12.9B.
Across 5 reported observations, AUM increased 94.5% between August 15, 2022 and March 17, 2026, from $6.6B to $12.9B.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 476 advisory representatives and 26,936 clients, or 56.6 clients per representative. That equates to $479.9K in reported AUM per client.
The profile lists 339 reported office locations and 46 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Independent Financial Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Independent Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Scott Earle Davis
Chief Financial Officer, Finop
- CRD
- #7160800
- Ownership
- Less than 5%
Brian Dennen
Chief Compliance Officer
- CRD
- #3239786
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
Nicholas Paul Abbott
Co-founder
- CRD
- #4818301
KYLE DAVID ADDINGTON
Wealth Advisor
- CRD
- #2843482
Showing 2 of 646 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,720,534,544 | $233,361 |
| Non-Discretionary | $204,901,257 | $464,629 |
| Total | $12,925,435,801 | $235,217 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Independent Financial Group, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Independent Financial Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing