Independent Financial Group

TL;DR

Reno branch of a San Diego broker-dealer and RIA, so the data below is the national parent, Independent Financial Group, LLC. Nevada offices: 1495 Ridgeview Drive, Suite 220, Reno, NV 89519.

Reno, NV
Registered 2004 (parent)
624 employees (national parent)
$12.9 billion
Regulatory AUM
As of ADV filing 2026-09-29 (national parent)
54,951
Accounts / Clients
26,635 clients
5
Disclosures
Item 11 events (firm-wide)
SEC
Registration
SEC-registered
624
Team Size
employees, 476 advisory (national parent)
22 yrs
Years Registered
First registered 2004 (parent)
About Independent Financial Group

Reno branch of a San Diego broker-dealer and RIA, so the data below is the national parent, Independent Financial Group, LLC.

Office: 1495 Ridgeview Drive, Suite 220, Reno, NV 89519.

Best for: investors who want an independent broker-dealer branch with low program minimums

Fee model and designations stated on the guide
Advisory feesCommissions disclosed in ADV 2A
Form ADV data
CRD7717 (Independent Financial Group, LLC, national)
RegistrationSEC-registered
First registration2004
Regulatory AUM$12.9 billion
ADV filing date2026-09-29
Accounts54,951
Clients26,635 clients
Employees624
Advisory employees476
Fee modelAdvisory fees plus broker-dealer commissions outside advisory accounts (ADV 2A)
MinimumProgram minimums from $2,000 to $150,000 (ADV 2A)
Disclosure events (Item 11)5 (firm-wide)
DesignationsNone named on site

The Form ADV figures above are for the national parent, Independent Financial Group, LLC, not the Nevada office alone.

Source: SEC Investment Adviser Public Disclosure, CRD 7717, as of ADV filing 2026-09-29, pulled October 10, 2026.

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