Independent Financial Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

7717

SEC number

801-62667

Firm type

RIA

Assets under management

$12.9B as of Mar 17, 2026

Website

www.ifgsd.com ↗

Phone

858-436-3180

Address

12671 High Bluff Dr, San Diego, CA, 92130

Advisors at this firm

425 in our index · page 9 of 9

• Rick J WertheimCRD 5390056 · Phoenix, AZ
  IA RegisteredBroker
• Bryan Jay WertzerCRD 2443388 · Sacramento, CA
  IA RegisteredBroker
• Robert Francis WhitmanCRD 1055348 · Metairie, LA
  IA RegisteredBroker
• David J. WibbenmeyerCRD 5502788 · Saint Louis, MO
  IA RegisteredBroker
• Brett Stephen WilliamsCRD 4563885 · Skippack, PA
  IA RegisteredBroker
• Jennifer C WilliamsCRD 5743548 · Martinez, GA
  Broker
• Kevin Quay WilliamsCRD 2987581 · Bowie, MD
  IA RegisteredBroker
• Marsha Lynn WilliamsCRD 3128867 · Pasadena, CA
  IA RegisteredBroker
• Brice C WilloughbyCRD 5033541 · Phoenix, AZ
  IA RegisteredBroker
• Rick Alan WilloughbyCRD 1238458 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Dean Jack WilsonCRD 1675151 · Sedona, AZ
  Broker
• Jaclyn Oi-Yun WongCRD 4886776 · Pleasanton, CA
  Broker
• David WheelerCRD 7964165 · Prescott, AZ
  IA RegisteredBroker
• Michael James WilliamsCRD 4508664 · Dallas, TX
  IA RegisteredBroker
• Kristen Shrader WilsonCRD 4617591 · Martinez, GA
  IA RegisteredBroker
• Jason Maxwell WongCRD 8017001 · New York, NY
  IA RegisteredBroker
• Yi-Chen Chris YangCRD 4024717 · Castle Pines, CO
  Broker
• Scott Harper YarbroughCRD 2506800 · San Marcos, TX
  Broker
• Timothy Richard YeeCRD 2492578 · Alameda, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Lisa Rene YostCRD 1230526 · Sacramento, CA
  IA RegisteredBroker
• Joseph Gustav YurgecCRD 1046095 · Tucson, AZ
  IA RegisteredBroker
• Ling YanCRD 4787820 · Scarsdale, NY
  IA RegisteredBroker
• Leigh West ZacharyCRD 2508360 · College Station, TX
  IA RegisteredBroker
• Hui ZhangCRD 5918387 · San Gabriel, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Santiago De Paco PriessCRD 6836158 · San Diego, CA
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.