Independent Financial Group, LLC (IFG), a San Diego-based independent broker-dealer founded in 2003, top advisor Dustin Blodgett wins Forbes Top Next-Gen Wealth Advisor and Best-in-State Wealth Advisor for the second year in a row.
Dustin Blodgett, with Insight Capital Management, joined IFG in 2023 and has been an advisor for 12 years. He is one of IFG’s Elite Advisors who specializes in Wealth and Investment Management as well as Retirement planning. His designations include CFP® and CIMA® and he holds a Series 6, 7, 63, and 65 license. Blodgett ranked #35 for the Forbes Top Next-Gen Wealth Advisors in the Northern California region and #156 for Forbes Best-in-State Wealth Advisors in the Northern California region. This is his second year in a row ranking for the Best-in-State Wealth Advisor.
Dustin shared “I’m grateful to be recognized by Forbes and their due diligence team in receiving these awards. I’ve known of this advisor ranking since I was in college, so I am honored to have made the list and be numbered among some of the best advisors in our industry!” Dustin continues to display excellence year after year.
"The IFG family is so proud of Dustin. To know him and his family and to work with him is an honor," said David Fischer, IFG Co-Founder. "His dedication, passion, and innovative approach truly set him apart, and it’s inspiring to see his hard work recognized in such a meaningful way. We look forward to celebrating Dustin’s continued success!"
About Forbes Top Next-Gen Wealth Advisors Award
The Forbes/SHOOK Top Next-Gen Advisors list features 100 top professionals who were born in 1985 or later and have a minimum of four years of experience as an advisor. This group of advisors under the age of 40 cumulatively manage nearly $279 billion in assets. This award celebrates these young advisors making significant impacts with their innovative approaches and leadership potential. The data was provided by SHOOK® Research, LLC as of March 31, 2024 (Forbes.com, August 2024).
About Forbes Best-in-State Wealth Advisors
The Forbes/SHOOK Best-In-State Wealth Advisors list features 1,621 top professionals who cumulatively manage nearly $2.8 trillion in assets. This group consists of young professionals born from 1985 or later and have a minimum of four years of experience as an advisor. This award acknowledges top-performing advisors for their client service, industry experience, and assets under management. (Forbes.com, April 2024). The data was compiled by SHOOK Research, LLC, based on the time period between 6/30/22 - 6/30/23.
About Independent Financial Group
Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 600 independent financial professionals across 400 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. In 2024, IFG ranked 17th by revenue, 9th by payout growth, 3rd by women as a percentage of producing reps, and 7th by financial advisor payout according to Financial Planning Magazine. IFG also ranked 16th largest among national independent broker-dealers according to Financial Advisor Magazine, and top 10 by payout and account asset according to InvestmentNews in 2024.