A nationally ranked independent broker-dealer where advisors keep 100% of their book, lean on a real support team, and grow with people who actually pick up the phone.
We don't sell shelf space. We sell a team that picks up the phone, technology that doesn't slow you down, and a transition that doesn't blow up your practice.
A named transition team, in-house compliance, and a virtual assistant program. No tickets, no run-around — actual humans who know your book.
How support works →
An integrated stack across CRM, planning, performance reporting, and client portal — so your team spends time on advice, not on duct tape.
See the stack →
Done-for-you content, compliant ad templates, and an in-house creative team. We help you grow — not just stay compliant.
Read advisor playbooks →
W-2, 1099, OSJ, RIA, hybrid — we structure around how you actually work, not the other way around.
Compare business models →
90-day playbook with assigned ops, client-communication scripts, paperwork concierge, and post-move check-ins. Advisors land standing up.
Watch transition story →
Two national conferences, regional huddles, and an active advisor network. Independence without working alone.
See community →Two national conferences, regional huddles, and an advisor network built for real collaboration — not just a name on a roster.
Most advisors don't leave their broker-dealer because of payout. They leave because their team can't keep up. Watch how IFG advisors transitioned, grew their book, and got their nights back.
"My extreme pleasure from my association with Independent Financial Group is due to the entire organization sharing a common vision with its representatives. That has been our mutual success."
"Hard to believe it’s been six years since we have joined the IFG family. Top rate professional and caring service team always ready to respond to needs. Conferences are top notch. Family oriented with great educational content. Consultants, management specialists, product specialists, asset management and insurance resources. A complete suite. Couldn’t ask for more in a broker dealer. Great family environment. Hats off to the management team and principals Scott, Joe and Dave."
"Since we joined the IFG family, I am consistently reminded of how cooperative and helpful IFG is of our business. Those reminders are not slogans and mission statements included at the tops of letters or the bottoms of emails. They are a real help on important matters when and where we need them. Our business supports our clients, and IFG supports our business. We are very happy to have a partner so clearly interested in helping us all grow together."
"As an independent advisor, I had a choice. I reviewed numerous Broker-Dealers before deciding to partner with IFG, and it's been the best decision for my career. With IFG's support and guidance, I've developed a legacy firm. I love being independent, yet not alone. I am proud to be part of the IFG family and thank Dave, Scott, and the IFG family for their support."
"I have been with four broker-dealers over my 36 year career, including my own. I have now been with IFG for 14 years and could not be more pleased with the character and quality of the firm. They are committed to excellence and integrity, focusing on the important values in our industry rather than their profits. I am delighted to be associated with such a first-rate, high-class firm!"
"I joined IFG 18 years ago, and, thanks to you, every Christmas has been a great Christmas because of all you’ve done for the organization. It has been said that “gratitude is a short-lived emotion,” but that has not been the case for me."
We work with advisors at very different points in their independence journey. Tell us where you are — we'll show you the right next step.
Move your book, keep your team, protect your clients. We've onboarded hundreds of breakaway advisors.
See the wirehouse path →Better tech, faster compliance, real growth support. See the side-by-side comparison.
See the switching path →Hybrid models, OSJ structures, custodial flexibility. Built for advisors who already run a team.
See the RIA path →