IFG is founded by Scott Heising (serving in the role of Managing Director) and opens its first office in San Diego, CA.

IFG is Founded

2003 Timeline media

2003

Joe Miller is appointed Chief Executive Officer and Managing Director; Capital Growth Inc. Joins IFG with $100 Million in Assets. IFG’s inaugural Recognition Conference for Top Advisors is held in Hawaii.

Joe Miller Takes the Helm at IFG, Capital Growth Inc. Integration with $100 Million in Assets, and Inaugural Recognition Conference in Hawaii

2004 - Timeline

2004

David Fischer joins as Chief Marketing Officer and Managing Director and launches inaugural IFG National Conference. IFG makes first charitable donations to Jim McLaren and the Choose Living Foundation. Company headquarters relocate to a new office in Del Mar, CA.

David Fischer Appointed CMO, Inaugural IFG National Conference, and Philanthropic Donations Mark IFG's Dynamic Year

2005 - Timeline

2005

IFG is recognized as a Division 1 Runner-Up for Broker-Dealer of the Year by Investment Advisor Magazine; the company also secures the #1 spot as the Fastest Growing Broker-Dealer in Total and Commission Revenue; featured on the Cover of San Diego Business Journal for the article “Veterans’ Return to Traditional Investment Advising.”

Broker-Dealer Runner-Up, #1 Fastest Growth, and San Diego Business Journal Cover Feature.

2006 - Timeline

2006

Awarded the "Fast Growth 2007" recognition, ranking second among all San Diego companies and highlighted in the San Diego Business Journal’s article titled "Rising from the Corporate Mosh Pit." Also featured in Financial Planning magazine's "Up and Comers" listing.

2007 Fast Growth Award, San Diego Business Journal Feature, Financial Planning Up-and-Comers.

2007 - Timeline

2007

IFG ends the year strong with 275 reps and places 68 in the Top 100 Financial Services Companies in America by the Inc. 5000 list.

275 Reps, Ranks 68 in Inc. 5000 Top 100 Financial Services Companies

2008 - Timeline

2008

Ranked the #4 Fastest Growing Broker-Dealer in Recruiting Percentage Change among all broker-dealers and recognized as the #11 Fastest Growing Broker-Dealer by Total Revenue Percentage Change according to Financial Planning magazine. IFG initiates an annual philanthropic drive supporting local charities such as Junior Blind of America, the Susan G. Komen Foundation, and Choose Living Foundation.

325 Reps join IFG

2009 - Timeline

2009

Secured the #85 spot among the Top 100 Companies in San Diego according to the Inc. 5000 Fastest Growing Private Companies list. Celebrated the addition of 109 representatives and acknowledgment as the Top Broker-Dealer in Henschen & Associate's article titled “2009 Broker Dealer Winners and Losers.”

$45.5M Revenue Generated

2010 - Timeline

2010

Ranked the #3 Fastest Growing Broker-Dealer, with rankings of #5 in Total Revenue Increase and #4 in Total Commission Increase, as well as the 17th Highest Average Production per Advisor, by Financial Planning magazine. Ranked the 25th Largest Privately-Held Company in San Diego by the San Diego Business Journal.

25th Largest Privately Held Company

2011 - Timeline

2011

In a period of expansion, IFG adds over 80 representatives, growing its representative force to over 500 across 240 offices in 36 states. Recognized as the #3 Fastest Growing Broker-Dealer in commission revenue and total payout, as well as the #4 Fastest Growing Broker-Dealer in total revenue growth by Financial Planning Magazine. IFG expands its operations by moving to a larger 14,000 sq/ft office.

500+ Reps

2012 - Timeline

2012

IFG launches its proprietary technology software, Gateway. Garners recognition as a Top Broker-Dealer firm in the "Gaining Independence" article by the San Diego Business Journal and secures the #2 spot for the fastest-growing Broker-Dealer in total revenues, as reported by Investment News. IFG receives an "Honor Roll" designation from Inc. Magazine for its consistent 5-year ranking on the Inc. 500/5000 list. The year concludes with impressive numbers, boasting 535 representatives, 280 offices, and 50 home office employees.

#1 Growth in Account Assets

2013 - Timeline

2013

IFG secures the #5 position in Revenue Growth and overall ranking at #48 among the Fastest Growing Broker-Dealer in total revenues, according to Financial Planning magazine. Additionally, corporate headquarters undergoes renovation and expansion, adding an extra 7,000 sq/ft. IFG’s National Conference draws an impressive participation with over 1,000 attendees.

Corporate Headquarters Renovated

2014 - Timeline

2014

IFG is named Runner-Up Broker-Dealer of the Year by Investment Advisor Magazine and earns the #5 spot for Overall Broker-Dealer Satisfaction among all broker-dealers nationwide, as reported by Registered Rep. Magazine. Secures a position on Inc. Magazine's "Top 5000 Fastest Growing Private Companies" list. Additionally, demonstrates a commitment to social responsibility by distributing over $60,000 in charitable contributions.

$124.4M Revenue Generated

2015 - Timeline

2015

Ranked #3 in account asset gains by Investment News and #5 in payout growth and #41 in total revenue growth by Financial Planning Magazine. With assets approaching $4.5 billion, the company's success was further underscored by winning the Out of the Gate Award from the Cystic Fibrosis Foundation.

Recognized Rankings, Impressive Growth, and Philanthropic Excellence

2016 - Timeline

2016

Top rankings in multiple categories of Wealth Management magazine's Independent Broker-Dealer Report Card, including Overall Satisfaction and Product Offerings; also secured the fourth spot for Fastest-Growing Broker-Dealer by revenue by Investment News. With over 600 advisors in 39 states, IFG closed 2017 with $139.2 million in revenue and 80 Home Office employees.

IFG's Dominance in Wealth Management Magazine's Report Card and Investment News' Fastest-Growing Broker-Dealer Ranking

2017 - Timeline

2017

Climbed to the 35th spot on both Financial Planning’s list of Top National Broker-Dealers by revenue and Investment News’s list of Top Independent Broker-Dealers by revenue. IFG invests further in its infrastructure by renovating a 21,000-square-foot office and securing a seven-year lease extension.

IFG's Rise to Prominence in National and Independent Broker-Dealer Rankings, Accompanied by Infrastructure Advancements

2018 - Timeline

2018

IFG ranks in the Top 5 for Overall Satisfaction among all broker-dealers nationwide for five consecutive years by Wealth Management Magazine. IFG secures the 28th position in Total Revenue, the 4th spot in both Revenue Growth and Account Asset Increase, and the 8th position in the Percent of Women as Reps category by Financial Planning Magazine.

IFG's Five-Year Streak in Top 5 Overall Satisfaction and Impressive Rankings Across Key Categories in Wealth and Financial Planning Magazines

2019 - Timeline

2019

Ranked second in Overall Satisfaction among all broker-dealers nationwide by Wealth Management magazine. IFG secures the 26th position in Total Revenue and the 10th spot in High-End Reps by Financial Planning magazine. Scott Heising is named a Semi-Finalist for the prestigious EY Entrepreneur of the Year Award. IFG jumps to the fourth position in the Percent of Women as Reps category by Financial Planning Magazine.

IFG's Outstanding Second Place in Overall Satisfaction, Notable Rankings in Financial Planning, and Scott Heising's EY Entrepreneur of the Year Award Semi-Finalist Honor

2020 - Timeline

2020

IFG welcomes Chad Cristo as the Senior Vice President of National Sales & Marketing, secures the 19th spot among the largest Independent Broker Dealers by revenue from Financial Advisor magazine, and celebrated a record-breaking revenue year, boasting 631 reps with 389 offices across 40 states. IFG ends the year by signing a lease extension for its 21,000-square-foot office space in Del Mar, accommodating 80 home office employees.

IFG's New Senior Vice President, Impressive Rankings, Record-Breaking Revenue, and Office Expansion

2021 - Timeline

2021

Ranked 19th among the largest independent broker-dealers by revenue in Financial Planning magazine, achieving the 6th position for financial advisor payout and the 10th spot for revenue growth. IFG expands its home office team with an addition of 33 employees. Notably, IFG surpasses its 2021 revenue record, marking a successful and growth-oriented period

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