- Press Release -

Independent Financial Group, LLC’s Wealth Management Platform Adds $1B of New Assets in 2019


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Logan Brown

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SAN DIEGO, CA – Independent Financial Group, LLC (IFG) recently announced that it added over $1B of new client assets to AccessPoint, it’s privately labeled wealth management platform, in 2019, representing a 50% increase of client assets on the Company’s platform from the prior prior. The record year of advisory growth assets for IFG was fueled by advisors bringing new clients into their advisory practices. Advisory assets now comprise in excess of $8B of IFG’s total firm assets, $3B of which resides on the Envestnet platform.

“We’ve fused unparalleled advisor support with Envestnet’s comprehensive open-architecture platform to create a scalable solution that empowers IFG Advisors to profitably serve clients at any stage of their financial lives,” says Michael Watson, VP of Wealth Management for IFG. “We are deeply committed to supporting the important work IFG independent investment representatives do every day in providing truly independent financial advice to clients and we are passionate about helping advisors grow.”

The Wealth Management team at IFG operates as an extension of its affiliated advisors’ offices and provides the individualized support and investment solutions its advisors need to maximize the amount of attention and care given to new and existing clients. As part of IFG’s promise to provide the highest level of service to its advisors, IFG maintains no proprietary products or technologies, instead electing to utilize third-party applications to construct its technology stack.

“Independent Financial Group continues to make headway in the independent broker-dealer space,” says Andrew Stavaridis, Executive Managing Director, Head of Enterprise Sales Channel at Envestnet. “We are very proud of what they have achieved in such a short amount of time, and we are truly excited to see how our relationship grows over the years.”


About Independent Financial Group

Independent Financial Group, LLC is an independent broker-dealer that serves the needs more than 620 independent investment representatives across 41 states, including Puerto Rico. As of January 2020, IFG’s total firm the San Diego Business Journal named IFG San Diego’s 12th Largest Private Company by Revenue, and Inc. magazine has recognized IFG eight times in the Inc. 5000 Fastest Growing Private Companies list (2008, 2010-2016). In 2019, Financial Planning magazine ranked IFG #3 in Average Payout Growth per Producing Rep and #8 in Women as a Percent of Producing Reps in its annual IBD Elite survey. In addition, IFG earned Wealth Management magazine’s Industry Award for Corporate Social Responsibility & Diversity in 2018. To learn more about IFG, please visit www.ifgsd.com.