San Diego, CA – April 29, 2025 – Independent Financial Group, LLC (IFG), a San Diego-based, privately held independent broker-dealer founded in 2003, has been named a finalist for the 2025 InvestmentNews Awards in the Broker-Dealer of the Year category.
IFG is one of nine companies recognized as a finalist for this prestigious honor. Winners will be announced on June 24, 2025, at the gala in New York City, where IFG will be proudly in attendance. This award honors the most outstanding broker-dealer or custodian that has demonstrated excellence over the past 12 months. Judging criteria include:
Employee value proposition (business development support, marketing support, education, training, philanthropy)
Overall client service and relationship management
Business strategy for attracting and retaining advisor talent
Innovation in wealth technology and digital platforms
Industry reputation
This recognition reflects the collective strength and dedication of the entire IFG community and reinforces IFG’s mission to provide personalized support, transparent partnerships, and long-term growth opportunities for independent advisors nationwide. We’re grateful to all who contributed to this achievement — it’s a true team effort.
“Being recognized as a finalist for Broker-Dealer of the Year is a testament to the strength of our advisors, employees, and partners,” said Kevin Keefe, President and COO of IFG. “We’re committed to creating a platform that puts advisors first — and this nomination validates our continued focus on innovation, service, and independence. It’s incredibly rewarding to see the hard work of our entire team acknowledged on a national stage. This is a shared win for all of us.”
In addition to being named a finalist, IFG is proud to sponsor the Advisor of the Year – West Coast award. IFG Co-Founder David Fischer commented, “At IFG, we’re proud to support the Advisor of the Year – West Coast award. Celebrating excellence in our industry aligns with our mission to empower top advisors and foster lasting partnerships. Recognizing these achievements is key to elevating the future of independent financial advice.”
IFG looks forward to celebrating all of the finalists and announcing the winner at the upcoming gala.
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About Independent Financial Group
Independent Financial Group, LLC (IFG), is a privately held independent broker-dealer in San Diego, California. Founded in 2003, IFG supports over 600 independent financial professionals across more than 400 offices nationwide with a comprehensive suite of business solutions. IFG is an eight-time winner of the Inc. 5000 list of “Fastest Growing Private Companies in the US.” The San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023. In 2024, Financial Planning Magazine ranked IFG 3rd for women as a percentage of producing representatives and 7th for financial advisor payout, while InvestmentNews ranked the firm in the top 10 for payout and account assets. Financial Advisor Magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue in 2025.