DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ifg Advisory, LLC
Latest filing Sep 14, 2026
First filing on the tape Aug 1, 2014 · 76 filings
SEC status approved since Aug 15, 2014
RAUM
$4.8B
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
96%
$4.6B individuals and HNW
Advisors
110
registered through the firm on IAPD
RAUM per advisor
$43.3M
derived; firm RAUM over IAPD count
Employees
187
86 advisory (5.B.1)
Offices
62
beyond the principal office
Private funds
0
reported on Schedule D
History
76 filings and snapshots on the tape
RAUM$4.8B as of Mar 18, 2026
Jan 30, 2015$443M then
HNW client RAUM$3.5B as of Mar 18, 2026
Mar 30, 2018$845M then
State-registered IARs (5.B.3)101 as of Mar 18, 2026
Jan 30, 201525 then
Employees (5.A)187 as of Mar 18, 2026
Jan 30, 201525 then
Private funds: no history
RAUM +20% over the last fiscal year+23% a year over threeIARs 95 to 101
Practice profile
derived from the filing of Sep 14, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $43.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 82derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $991,178derivedHNW RAUM over HNW clients
- Average account
- $325,548derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 1.7derived63 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +6.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Financial planning clients
- 3,000reportedItem 5.H
- Wrap fee program
- $1.1BreportedItem 5.I
- Custody
- $518M, 547 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.5B74%
- Individuals$1.1B22%
- Corporations and businesses$79.1M1.7%
- Pension and profit-sharing plans$62.1M1.3%
- Charitable organizations$40.1M0.8%
- Individual clients
- 5,482reported
- HNW clients
- 3,556reported
- Pension plan clients
- 78reported
- Charitable clients
- 29reported
- Accounts
- 14,619reported
- Financial planning clients
- 3,000reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $518M for 547 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=83.0derived
Advisors registered through the firm
110 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Donald Warren Patrick | Atlanta, Ga | Jul 29, 2013 | 43 y | 3 |
| Katherine M Healy | Atlanta, Ga | Dec 3, 2013 | 14 y | 1 |
| John Rowland Healy | Atlanta, Ga | Feb 5, 2014 | 32 y | 3 |
| Jacqueline Jerri HewettCertified Financial Planner | Atlanta, Ga | Feb 11, 2014 | 32 y | 1 |
| R. Mark Smith | Atlanta, Ga | Jun 17, 2014 | 31 y | 3 |
| John Land Bridgers | Atlanta, Ga | Sep 22, 2014 | 23 y | 1 |
| Howard Neil Katz | Atlanta, Ga | Nov 12, 2014 | 32 y | 1 |
| Justin Andrew Davidson | Atlanta, Ga | Nov 12, 2014 | 28 y | 1 |
| Gary Samuel AlpertCertified Financial Planner | Atlanta, Ga | Dec 3, 2014 | 27 y | 0 |
| Wesley Robert LittlejohnCertified Financial Planner | Atlanta, Ga | Dec 3, 2014 | 21 y | 0 |
| John Page Collins | Atlanta, Ga | Dec 15, 2014 | 33 y | 2 |
| Trenton J. AdamsCertified Financial Planner | Atlanta, Ga | Feb 6, 2015 | 21 y | 2 |
| John Christopher Caldwell | Atlanta, Ga | Apr 22, 2015 | 28 y | 2 |
| Mark Curry Cross | Athens, Ga | Apr 22, 2015 | 38 y | 1 |
| Amy Hughes Parrish | Covington, Ga | Jul 20, 2015 | 33 y | 2 |
| Ryan Christopher Hood | Atlanta, Ga | Jul 20, 2015 | 28 y | 1 |
| Patrick Jude HincheyCertified Financial Planner | Atlanta, Ga | Aug 19, 2015 | 29 y | 2 |
| Temp Sessoms Davis | Fayetteville, Ga | Aug 28, 2015 | 23 y | 1 |
| William Howard Black | Atlanta, Ga | Sep 25, 2015 | 32 y | 1 |
| Christopher Lee Jones | Atlanta, Ga | Nov 4, 2015 | 25 y | 4 |
| Michael Timothy TarrantCertified Financial Planner | Atlanta, Ga | Dec 15, 2015 | 33 y | 4 |
| Gerald Grant CraigCertified Financial Planner, Chartered Financial Consultant | Concord, Nc | Jan 15, 2016 | 31 y | 0 |
| David William Gordon | Atlanta, Ga | Feb 2, 2016 | 25 y | 1 |
| Crystal Grimail Epstein | Atlanta, Ga | May 4, 2016 | 21 y | 0 |
| Robert Madison Day | Atlanta, Ga | Jul 22, 2016 | 25 y | 1 |
| Jeffrey Raymond Cordell | Acworth, Ga | Jul 26, 2016 | 20 y | 2 |
| Danny Wayne Bell | Atlanta, Ga | Aug 4, 2016 | 18 y | 1 |
| Rebekah Jo FeroCertified Financial Planner | Port Charlotte, Fl | Aug 18, 2016 | 31 y | 1 |
| Daniel Scott Miller | Cashiers, Nc | Dec 5, 2016 | 40 y | 0 |
| Thomas Steven Barnes | Atlanta, Ga | May 2, 2017 | 11 y | 0 |
| Tripp Alexander MullenCertified Financial Planner | Marietta, Ga | May 19, 2017 | 27 y | 4 |
| Michael Shane GaddyCertified Financial Planner | Atlanta, Ga | Jun 1, 2017 | 27 y | 2 |
| Jaynell Cherie Talaber | Gainesville, Ga | Jun 2, 2017 | 38 y | 1 |
| Kelly Mathis LeeCertified Financial Planner | Atlanta, Ga | Jun 2, 2017 | 21 y | 2 |
| Carrie Irvin Wilson | Atlanta, Ga | Jun 6, 2017 | 13 y | 3 |
| Henry (Hank) William CleareCertified Financial Planner | Atlanta, Ga | Aug 17, 2017 | 25 y | 2 |
| Morris Wayne Shank | Clayton, Mo | Aug 22, 2017 | 33 y | 3 |
| Kimberly Joan DeprosperoCertified Financial Planner | Sunrise, Fl | Aug 28, 2017 | 33 y | 3 |
| Justin Dwight Burgess | Atlanta, Ga | Sep 18, 2017 | 17 y | 1 |
| Gregory Francis Patton | Atlanta, Ga | Feb 14, 2018 | 14 y | 2 |
Advisor movement
1 left, 9 joined in 12 months
net +8 in 12 months0 left in 90 days4 joined in 90 daysdeparture rate 0.9% of current headcount10 left over 36 months
Left, latest
- Paul Kelly Loyacono to Mag CapDec 1, 2025 · RIA to RIA
- Kyle Edgar Grandstaff to Colton Groome Financial Advisors, LLCAug 11, 2025 · RIA to RIA
- Chevelle Ss Tuck to Abundant Wealth StrategiesJan 30, 2025 · RIA to a state-registered adviser
- Robert Wayne Martin to Cetera Investment Advisers LLCNov 14, 2024 · RIA to affiliated broker-dealer or bank
- Rebekah Jane Clough to LPL Financial LLCSep 6, 2024 · RIA to affiliated broker-dealer or bank
- Wesley Heinrichs to Alexander Capital Wealth Management LLCJun 13, 2024 · RIA to RIA
- Kristen Nicole Thomas to Avantax Advisory ServicesJan 4, 2024 · RIA to affiliated broker-dealer or bank
- Craig Francis Gregozeski to Wells Fargo AdvisorsDec 31, 2023 · RIA to wirehouse
- Kyle Robert Bochat to World Investment Advisors, LLCDec 21, 2023 · Other
- Heather Lynn Douglass to Merit Financial AdvisorsOct 4, 2023 · RIA to RIA
- Brice Douglas Silver to LPL Financial LLCAug 29, 2023 · RIA to affiliated broker-dealer or bank
- Rachel Ann Smith to Cannon Financial Strategists, Inc.Aug 11, 2023 · RIA to RIA
- Amy Leigh Mullvain to LPL Financial LLCMay 15, 2023 · RIA to RIA
- Christopher Gerald Lohs to LPL Financial LLCMar 30, 2023 · RIA to affiliated broker-dealer or bank
- Steve Eric Ward to Belpointe Asset Management LLCOct 13, 2022 · RIA to RIA
Joined, latest
- Jamonica K Brown from Natural InvestmentsAug 20, 2026 · RIA to RIA
- Charles Hugh Currie from Avantax Advisory ServicesJul 6, 2026 · Affiliated broker-dealer or bank to independent RIA
- Gerard Guercio from Morgan StanleyJul 2, 2026 · Wirehouse to independent RIA
- James Allen Arnold from J.P. Morgan Securities LLCJul 2, 2026 · Wirehouse to independent RIA
- Van Constantine Pappas from Kestra Advisory Services, LLCApr 6, 2026 · Affiliated broker-dealer or bank to independent RIA
- Cody Matthew Lewallen from Mma Asset Management LLCMar 13, 2026 · RIA to RIA
- Timothy Warren Bennett from Momentum Independent Network Inc.Dec 10, 2025 · Affiliated broker-dealer or bank to independent RIA
- Creston John Maxey from The Lloyd Advisory GroupOct 27, 2025 · RIA to RIA
- Landon Joseph Powell from Cannon Financial Strategists, Inc.Oct 9, 2025 · RIA to RIA
- Robert Argo Cowsert from Osaic Fa, Inc.Aug 28, 2025 · Affiliated broker-dealer or bank to independent RIA
- Erick Michael Murray from Florida Financial Advisors, LLCAug 20, 2025 · Affiliated broker-dealer or bank to independent RIA
- Danette West Starks from Householder Group Estate & Retirement SpecialistsJan 1, 2025 · RIA to RIA
- Fredrick Alan Dawson from Carson Advisory GroupOct 9, 2024 · RIA to RIA
- Chevelle Ss Tuck from Spire Wealth Management, LLCSep 20, 2024 · Affiliated broker-dealer or bank to independent RIA
- Melanie Fisher Rodrigue from Wealth Science Advisors LLCAug 2, 2024 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Avantax Advisory ServicesSep 1, 2022 · Atlanta, Ga
- 3 left for Avantax Advisory ServicesJun 1, 2021 · Atlanta, Ga
- 2 left for LPL Financial LLCFeb 25, 2019 · Atlanta, Ga
- 2 left for LPL Financial LLCApr 25, 2018 · Atlanta, Ga
- 3 left for Cwm, LLCMar 19, 2018 · Atlanta, Ga
- 2 joined from Osaic Fs, Inc.Apr 17, 2024 · Blairsville, Ga
- 5 joined from Householder Group Estate & Retirement SpecialistsApr 7, 2024 · Columbus, Ms
- 2 joined from Oak Tree Financial Services, LLCDec 31, 2023 · Huntsville, Al
- 2 joined from Onewealth Investment Management, LLCApr 1, 2022 · Snellville, Ga
- 2 joined from Securities America Advisors, Inc.Mar 1, 2022 · Raleigh, Nc
- 2 joined from Corecap AdvisorsSep 1, 2021 · Buford, Ga
- 5 joined from Wells Fargo AdvisorsJun 2, 2017 · Gainesville, Ga
- 3 joined from Waddell & ReedAug 6, 2016 · Acworth, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Land John Bridgers · Chief Executive Officer Officercontrolsince 09/2020 · owns less than 5%
- Lord Andrews Browne · Chief Of Advisor Developmentcontrolsince 12/2025 · owns less than 5%
- Grimail Crystal Epstein · Chief Compliance Officercontrolsince 02/2021 · owns less than 5%
- Warren Donald Patrick · Founder & Chief Strategy Officercontrolsince 09/2020 · owns less than 5%
- Land John Bridgers · Chief Executive Officercontrolsince 09/2020 · owns 50% to 75% of Integrated Financial Group, LLC
- Warren Donald Patrick · Founder & Chief Strategy Officercontrolsince 09/2020 · owns 25% to 50% of Integrated Financial Group, LLC
- Louise Laurel Resendez · Director Of Ria Compliancesince 05/2019 · owns less than 5%
- Ronald Patrick Wrenn · Director Of Compliance Operationssince 02/2021 · owns less than 5%
- Lord Andrews Browne · Director Of Advisor Developmentsince 10/2023 · owns F of Integrated Financial Group, LLC
Entity owners
- Integrated Financial Group, LLC · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Brian Moodyinsurancen
- Darrin Beardenreal estaten
- John Christopher Caldwellreal estaten
- Kirk Michael Schlenkeinvestment companyn
- Mark C. Crossreal estaten
- Sabrina Gott Proanoreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 110 | 13 | 0 | ||
| Athens, Ga | 9 | 1 | 0 | ||
| Gainesville, Ga | 7 | 1 | 0 | ||
| Columbus, Ms | 6 | 0 | 0 | ||
| Cartersville, Ga | 5 | 1 | 0 | ||
| Acworth, Ga | 4 | 0 | 0 | ||
| Roswell, Ga | 4 | 1 | 0 | ||
| Sunrise, Fl | 4 | 0 | 0 | ||
| Mooresville, Nc | 3 | 1 | 0 | ||
| Huntsville, Al | 3 | 0 | 0 | ||
| Greer, Sc | 3 | 1 | 0 | ||
| Blairsville, Ga | 3 | 0 | 0 | ||
| Raleigh, Nc | 3 | 1 | 0 | ||
| Fayetteville, Ga | 3 | 0 | 0 | ||
| Mcdonough, Ga | 3 | 0 | 0 | ||
| Natchez, Ms | 2 | 0 | 0 | ||
| Port Charlotte, Fl | 2 | 1 | 0 | ||
| Port St Lucie, Fl | 2 | 0 | 0 | ||
| Rome, Ny | 2 | 0 | 0 | ||
| Brunswick, Ga | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Athens, GA5 employees
- Gainesville, GA4 employees
- Sunrise, FL4 employees
- Atlanta, GA4 employees
- Cartersville, GA3 employees
- Mcdonough, GA3 employees
- Roswell, GA3 employees
- Fayetteville, GA3 employees
- , 2 employees
- Goldsboro, NC2 employees
- Alpharetta, GA2 employees
- Huntsville, AL2 employees
- , 2 employees
- Mooresville, NC2 employees
- Port St. Lucie, FL2 employees
- Natchez, MS2 employees
- Norwich, NY2 employees
- Raleigh, NC2 employees
- , 1 employees
- Milledgeville, GA1 employees
- Johns Creek, GA1 employees
- Hiawassee, GA1 employees
- Ridgeland, MS1 employees
- Port Charlotte, FL1 employees
- St. Simons Island, GA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 14, 2026EPSTEIN, CRYSTAL, GRIMAIL (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2023-10-13 and 2026-09-14peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Financial planning clients · More than 500 to More than 500Mar 18, 2026 to Sep 14, 2026
- Succession · false to unsetMar 18, 2026 to Sep 14, 2026
- Accounts · 13,464 to 14,619Mar 25, 2025 to Mar 18, 2026
- Advisory employees · 80 to 86Mar 25, 2025 to Mar 18, 2026
- Advisory activities · 5 to 6Mar 25, 2025 to Mar 18, 2026
- BD registered reps · 77 to 83Mar 25, 2025 to Mar 18, 2026
- Charity clients · 28 to 29Mar 25, 2025 to Mar 18, 2026
- Corporate clients · 49 to 57Mar 25, 2025 to Mar 18, 2026
- HNW clients · 3,281 to 3,556Mar 25, 2025 to Mar 18, 2026
- Individual clients · 5,242 to 5,482Mar 25, 2025 to Mar 18, 2026
- Pension plan clients · 40 to 78Mar 25, 2025 to Mar 18, 2026
- Assets in custody · $434M to $518MMar 25, 2025 to Mar 18, 2026
- Employees · 177 to 187Mar 25, 2025 to Mar 18, 2026
- Insurance-licensed employees · 5 to 4Mar 25, 2025 to Mar 18, 2026
- State-registered IARs · 95 to 101Mar 25, 2025 to Mar 18, 2026
- Discretionary RAUM · $3.8B to $4.5BMar 25, 2025 to Mar 18, 2026
- HNW RAUM · $2.9B to $3.5BMar 25, 2025 to Mar 18, 2026
- Individual RAUM · $943M to $1.1BMar 25, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $202M to $274MMar 25, 2025 to Mar 18, 2026
- Pension RAUM · $22.8M to $62.1MMar 25, 2025 to Mar 18, 2026
- RAUM · $4.0B to $4.8BMar 25, 2025 to Mar 18, 2026
- Accounts · 12,190 to 13,464Jan 3, 2025 to Mar 25, 2025
- Advisory employees · 75 to 80Jan 3, 2025 to Mar 25, 2025
- BD registered reps · 79 to 77Jan 3, 2025 to Mar 25, 2025
- Charity clients · 24 to 28Jan 3, 2025 to Mar 25, 2025
- Corporate clients · 43 to 49Jan 3, 2025 to Mar 25, 2025
- HNW clients · 2,925 to 3,281Jan 3, 2025 to Mar 25, 2025
- Individual clients · 4,876 to 5,242Jan 3, 2025 to Mar 25, 2025
- Pension plan clients · 49 to 40Jan 3, 2025 to Mar 25, 2025
- Assets in custody · $215M to $434MJan 3, 2025 to Mar 25, 2025
- Employees · 161 to 177Jan 3, 2025 to Mar 25, 2025
- Insurance-licensed employees · 6 to 5Jan 3, 2025 to Mar 25, 2025
- Financial planning clients · More than 500 to More than 500Jan 3, 2025 to Mar 25, 2025
- State-registered IARs · 87 to 95Jan 3, 2025 to Mar 25, 2025
- Other offices · 64 to 62Jan 3, 2025 to Mar 25, 2025
- Discretionary RAUM · $3.1B to $3.8BJan 3, 2025 to Mar 25, 2025
- HNW RAUM · $2.3B to $2.9BJan 3, 2025 to Mar 25, 2025
- Individual RAUM · $827M to $943MJan 3, 2025 to Mar 25, 2025
- Non-discretionary RAUM · $197M to $202MJan 3, 2025 to Mar 25, 2025
- Pension RAUM · $21.4M to $22.8MJan 3, 2025 to Mar 25, 2025
Signals
35 dated events
- Paul Kelly Loyacono left Ifg Advisory, Llc for Mag Cap (registered 2025-12-01)Dec 1, 2025 · Advisor changed firm · fact
- Kyle Edgar Grandstaff left Ifg Advisory, Llc for Colton Groome Financial Advisors, Llc (registered 2025-09-23)Aug 11, 2025 · Advisor changed firm · fact
- Chevelle Ss Tuck left Ifg Advisory, Llc for Abundant Wealth Strategies (registered 2025-02-10)Jan 30, 2025 · Advisor changed firm · fact
- Robert Wayne Martin left Ifg Advisory, Llc for Cetera Investment Advisers Llc (registered 2024-11-13)Nov 14, 2024 · Advisor changed firm · fact
- Rebekah Jane Clough left Ifg Advisory, Llc for Lpl Financial Llc (registered 2024-12-05)Sep 6, 2024 · Advisor changed firm · fact
- Wesley Heinrichs left Ifg Advisory, Llc for Alexander Capital Wealth Management Llc (registered 2024-06-10)Jun 13, 2024 · Advisor changed firm · fact
- 2 advisors left Osaic FS, Inc. (Blairsville, GA) for Ifg Advisory, LLC within 5 daysApr 17, 2024 · Team lift-out · derived
- 5 advisors left Householder Group Estate & Retirement Specialists (Columbus, MS) for Ifg Advisory, LLC on the same dayApr 7, 2024 · Team lift-out · derived
- Ifg Advisory, Llc reported RAUM $3.3B, up 28% from $2.5B (2023-10-13 to 2024-03-22)Mar 22, 2024 · RAUM change · derived
- Ifg Advisory, Llc reported 64 offices beyond its principal office, up from 42 (2023-10-13 to 2024-03-22)Mar 22, 2024 · Office count change · derived
- Kristen Nicole Thomas left Ifg Advisory, Llc for Avantax Advisory Services (registered 2024-01-02)Jan 4, 2024 · Advisor changed firm · fact
- Craig Francis Gregozeski left Ifg Advisory, Llc for Wells Fargo Advisors (registered 2023-11-29)Dec 31, 2023 · Advisor changed firm · fact
- 2 advisors left Oak Tree Financial Services, LLC (Huntsville, AL) for Ifg Advisory, LLC on the same dayDec 31, 2023 · Team lift-out · derived
- Kyle Robert Bochat left Ifg Advisory, Llc for World Investment Advisors, Llc (registered 2023-12-19)Dec 21, 2023 · Advisor changed firm · fact
- Heather Lynn Douglass left Ifg Advisory, Llc for Merit Financial Advisors (registered 2023-11-22)Oct 4, 2023 · Advisor changed firm · fact
- Brice Douglas Silver left Ifg Advisory, Llc for Lpl Financial Llc (registered 2023-09-01)Aug 29, 2023 · Advisor changed firm · fact
- Rachel Ann Smith left Ifg Advisory, Llc for Cannon Financial Strategists, Inc. (registered 2023-10-18)Aug 11, 2023 · Advisor changed firm · fact
- Amy Leigh Mullvain left Ifg Advisory, Llc for Lpl Financial Llc (registered 2022-04-13)May 15, 2023 · Advisor changed firm · fact
- Christopher Gerald Lohs left Ifg Advisory, Llc for Lpl Financial Llc (registered 2023-04-21)Mar 30, 2023 · Advisor changed firm · fact
- Steve Eric Ward left Ifg Advisory, Llc for Belpointe Asset Management Llc (registered 2022-08-19)Oct 13, 2022 · Advisor changed firm · fact
- 2 advisors left Ifg Advisory, LLC (Atlanta, GA) for Avantax Advisory Services on the same daySep 1, 2022 · Team lift-out · derived
- J. Brian Glaze left Ifg Advisory, Llc for Avantax Advisory Services (registered 2022-09-01)Sep 1, 2022 · Advisor changed firm · fact
- Larry Milton Ware left Ifg Advisory, Llc for Avantax Advisory Services (registered 2022-09-01)Sep 1, 2022 · Advisor changed firm · fact
- 2 advisors left Onewealth Investment Management, LLC (Snellville, GA) for Ifg Advisory, LLC on the same dayApr 1, 2022 · Team lift-out · derived
- Ifg Advisory, Llc reported 44 offices beyond its principal office, up from 30 (2021-11-10 to 2022-03-29)Mar 29, 2022 · Office count change · derived
- 2 advisors left Securities America Advisors, Inc. (Raleigh, NC) for Ifg Advisory, LLC on the same dayMar 1, 2022 · Team lift-out · derived
- Jason Oliver Norton left Ifg Advisory, Llc for Private Advisor Group, Llc (registered 2022-01-11)Jan 5, 2022 · Advisor changed firm · fact
- Grimail Crystal Epstein (Chief Compliance Officer) appeared on Schedule A of Ifg Advisory, LlcFeb 9, 2021 · Control person joined · fact
- Ifg Advisory, Llc reported RAUM $1.8B, up 26% from $1.4B (2019-12-16 to 2020-03-23)Mar 23, 2020 · RAUM change · derived
- Ifg Advisory, Llc reported 77 state-registered advisory representatives, up from 60 (2019-12-16 to 2020-03-23)Mar 23, 2020 · Advisor headcount change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 770-353-6357reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/iwmgroupreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/sglwmreportedpublic record, Form ADV, Sep 17, 2026
- Website
- garyalpert.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 770-353-6400reportedpublic record, Form ADV, Sep 14, 2026
- Contact form
- garyalpert.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- garyalpert.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $43.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026