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.
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