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Awards

We're Proud of
Our Accomplishments

Working hard to serve our representatives everyday brings us immense joy, and being recognized in the industry is a great honor, too.

AWARDS & ACCOLADES

2021

  • Independent Financial Group Ranks #4 in High Percentage of Women Advisors, #20 Among Largest Independent Broker-Dealers by Revenue as Reported by Financial Planning Magazine

  • WealthManagement.com Names Independent Financial Group Finalist in Three Categories in 2021 Industry Awards

  • Independent Financial Group Claims #21 in Top Broker-Dealers by Revenue as Reported by InvestmentNews Magazine

  • Financial Advisor Magazine Ranks Independent Financial Group #21 Largest Broker-Dealers by Revenue

2020

  • San Diego Business Journal Ranks Independent Financial Group #7 on Fastest Growing Large Private Companies in San Diego List

  • Independent Financial Group Earns Ninth Appearance on Inc. 5000 List of Fastest-Growing Private Companies (#4914)
 
  • Investment Advisor Magazine Names Independent Financial Group Division III Broker-Dealer of the Year Runner Up
 
  • Financial Planning Magazine Ranks Independent Financial Group #4 in Highest Percentage of Female Advisors, #8 in Revenue Growth, #10 in High-End Reps in IBD Elite Survey
 
  • Ernst & Young Names Independent Financial Group Co-Founder Scott Heising Entrepreneur of the Year Semi-Finalist
 
  • Independent Financial Group Recognized as Finalist in WealthManagement.com Industry Awards for Developments in Practice Management Offerings
 
  • Wealth Management Magazine Reveals Financial Advisors Give Independent Financial Group 9.7 out of 10 in Overall Experience
 
  • Independent Financial Group Ranks #24 in Top Independent Broker-Dealers by Revenue as Reported by InvestmentNews Magazine
 
  • Financial Advisor Magazine Names Independent Financial Group the #25 Largest Broker-Dealer by Gross Revenue
 
  • San Diego Business Journal Ranks Independent Financial Group #12 Largest Private Company by Revenue in San Diego

2019

  • Financial Planning Magazine’s IBD Elite Ranks Independent Financial Group #3 in Payout Growth Among Independent Broker-Dealers
 
  • Independent Financial Group Ranks #4 in Revenue Growth of Independent Broker-Dealers in Financial Planning Magazine’s IBD Elite
 
  • Independent Financial Group Claims #5 Overall in Independent Broker-Dealer Report Card from Wealth Management Magazine
 
  • InvestmentNews Magazine Names Independent Financial Group #7 in Fastest Growing Independent Broker-Dealers by Total Revenue
 
  • Financial Planning Magazine’s IBD Elite Lists Independent Financial Group #13 in Percentage of Rep Production
 
  • Investment Advisor Magazine Names Independent Financial Group #10 on List of Top Independent Broker-Dealers by Best-Producing Reps
 
  • Independent Financial Group Claims #28 on Financial Advisor Magazine’s List of Top Broker-Dealers by Revenue

2018

  • Wealth Management Magazine Names Independent Financial Group Winner for Corporate Social Responsibility & Diversity in Industry Awards
 
  • Wealth Management Magazine Lists Independent Financial Group #1 in Preparing Advisors for the DOL Fiduciary Rule
 
  • Independent Financial Group Ranks #35 in Top National Broker-Dealers by Revenue from Financial Planning Magazine
 
  • InvestmentNews Names Independent Financial Group #35 in Top Independent Broker-Dealers by Revenue

2017

  • Independent Financial Group Awarded #1 out of All Broker-Dealers Nationwide in Wealth Management Magazine’s Annual Independent Broker-Dealer Report
 
  • Wealth Management Magazine Ranks Independent Financial Group #1 in Compensation & Benefits in Annual Independent Broker-Dealer Report
 
  • Wealth Management Magazine Gives Independent Financial Group 9.63 out of 10 on Overall Broker-Dealer Experience
 
  • Independent Financial Group Named as Industry Awards Finalist by Wealth Management Magazine
 
  • Investment Advisor Magazine Declares Independent Financial Group First Runner-Up for Broker-Dealer of the Year
 
  • Independent Financial Group Ranks #4 Fastest Growing Broker-Dealer of the Year by InvestmentNews

2016

  • Investment Advisor Magazine Ranks Independent Financial Group #2 Broker-Dealer of the Year
 
  • Independent Financial Group Places #3 in Fee Revenue Growth by Financial Planning Magazine
 
  • Wealth Management Magazine Names Independent Financial Group  #3 Fastest Growing Broker-Dealer of the Year
 
  • Independent Financial Group Scores 9.7 out of 10 on Overall Broker-Dealer Experience from Wealth Management Magazine 
 
  • InvestmentNews Ranks Independent Financial Group #3 Largest Gainer by Account Assets
 
  • Independent Financial Group Listed as one of the Top 5000 Fastest Growing Private Companies by Inc. 5000 Magazine

2015

  • Inc. 5000 Magazine Ranks Independent Financial Group #82 in Top Businesses in San Diego
 
  • Independent Financial Group Claims #174 in Top Financial Services in America in Inc. 5000 Magazine’s Top 5000 Fastest Growing Privately Held Companies
 
  • Investment Advisor Magazine Ranks Independent Financial Group First Runner-Up for Broker-Dealer of the Year
 
  • Wealth Management Magazine Names Independent Financial Group #5 out of All Broker-Dealers Nationwide in Independent Broker-Dealer Report Card
 
  • Independent Financial Group Rated 9.7 out of 10 on Overall Broker-Dealer Experience from Wealth Management Magazine’s Independent Broker-Dealer Report Card
 
  • San Diego Business Journal Lists Independent Financial Group as one of San Diego’s Fastest Growing Privately Held Companies

2014

  • Registered Rep Magazine Ranks Independent Financial Group #4 out of All Broker-Dealers Nationwide
 
  • Independent Financial Group Scores 9.6 out of 10 on Overall Broker-Dealer Experience by Registered Rep Magazine
 
  • Financial Planning Magazine Names Independent Financial Group #48 Fastest Growing Broker-Dealer in Total Revenues
 
  • Independent Financial Group Ranks #5 in Revenue Growth by Financial Planning Magazine
 
  • San Diego Business Journal Lists Independent Financial Group as one of San Diego’s Fastest Growing Privately Held Companies

2013

  • Independent Financial Group Takes #1 in Growth in Account Assets Among All Independent Broker-Dealers by InvestmentNews
 
  • Financial Planning Magazine Awards Independent Financial Group #2 Fastest Growing Broker-Dealer in Total Revenues
 
  • Registered Rep Magazine Scores Independent Financial Group 9.4 out of 10 on Overall Broker-Dealer Experience
 
  • Inc. 5000 Magazine Ranks Independent Financial Group #53 in Top Businesses in San Diego
 
  • Independent Financial Group Declared #126 of Top Financial Services Companies in America by Inc. 5000 Magazine
 
  • Inc. 5000 Adds Independent Financial Group as Honor Roll Recipient
 
  • Investment Advisor Magazine Names Independent Financial Group #12 in Friendliness to RIAs

2012

  • Inc. 5000 Magazine’s Lists Independent Financial Group as one of America’s Fastest Growing Top Financial Services Companies

2011

  • Financial Planning Magazine Names Independent Financial Group #3 Fastest Growing Broker-Dealer in Recruiting Percentage Change
 
  • Independent Financial Group Places #4 in Total Commission Percentage Increase by Financial Planning Magazine
 
  • Financial Planning Magazine Ranks Independent Financial Group #5 in Total Revenue Percentage Increase
 
  • InvestmentNews Ranks Independent Financial Group #7 in Total Revenue Increase
 
  • Independent Financial Group Named #17 in Highest Average Production Per Advisor by Investment Advisor Magazine
 
  • San Diego Business Journal Ranks Independent Financial Group 25th Largest Privately Held Company in San Diego

2010

  • Inc. 5000 Magazine Ranks Independent Financial Group #85 Among Top 100 Companies in San Diego

2009

  • Financial Planning Magazine Awards Independent Financial Group #4 Fastest Growing Broker-Dealer in Recruiting Percentage Change

  • Independent Financial Group Ranked #11 Fastest Growing Broker-Dealer in Total Revenue Percentage Change by Financial Planning Magazine

2008

  • Inc. 5000 Magazine’s Top 5000 Fastest Growing Private Companies Ranks Independent Financial Group #68 of Top 100 Financial Services Companies in America

2007

  • Financial Planning Magazine Ranks Independent Financial Group#1 Fastest Growing Broker-Dealer in Recruiting Percentage Change on “Up and Comers” List
 
  • Independent Financial Group Places 2nd for Fastest Growth Among All San Diego Companies by Biz San Diego
 
  • Independent Financial Group Places 20th Out of All Broker-Dealers in Highest Average Gross Production Per Rep by Investment Advisor Magazine

2006

  • Financial Planning Magazine Awards Independent Financial Group #1 Fastest Growing Broker-Dealer in Total Revenue and Commission Revenue Percentage Change

 

  • Independent Financial Group Ranked San Diego’s #1 Fastest Growing Private Company by San Diego Business Journal

 

  • Investment Advisor Magazine Names Independent Financial Group Division I First Runner-Up for Broker-Dealer of the Year

Experience Independence, Perfected.

Try us out and schedule a home office visit at anytime. You won’t be disappointed.

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12671 High Bluff Drive, Suite 200
San Diego, CA 92130
(800) 269-1903 toll-free
(858) 436-3180 phone
(858) 481-9033 fax

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