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 Advisors, LLC
Latest filing Mar 9, 2026
First filing on the tape Aug 8, 2014 · 38 filings
SEC status approved since Aug 22, 2014
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.0B individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$147M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$1.0B as of Mar 9, 2026
Mar 25, 2015$150M then
HNW client RAUM$947M as of Mar 9, 2026
Mar 12, 2018$137M then
State-registered IARs (5.B.3)1 as of Mar 9, 2026
Mar 25, 20153 then
Employees (5.A)5 as of Mar 9, 2026
Mar 25, 20155 then
Private funds: no history
RAUM +26% over the last fiscal year+32% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 9, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- 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)
- RAUM per advisor
- $147MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 81derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $381,481derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.7derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Custody
- $525M, 750 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
- is an insurance broker or agent (6.A.6)
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$947M92%
- Individuals$83.0M8.1%
- Individual clients
- 268reported
- HNW clients
- 298reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2,700reported
- Financial planning clients
- 500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $525M for 750 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jay Logan FullerCertified Financial Planner, Chartered Financial Analyst | St. Louis, Mo | Oct 20, 2014 | 22 y | 1 |
| Warner Edward IsaacsCertified Financial Planner | St. Louis, Mo | Oct 20, 2014 | 27 y | 5 |
| Mark Todd Sessel | St. Louis, Mo | Dec 9, 2015 | 32 y | 0 |
| Weston Bret ManleyCertified Financial Planner, Chartered Financial Analyst | St. Louis, Mo | Jan 3, 2018 | 11 y | 2 |
| Adam Gene GoldsteinCertified Financial Planner | St. Louis, Mo | Apr 5, 2021 | 12 y | 1 |
| Daniel Scott Polinsky | St. Louis, Mo | Jul 17, 2024 | 13 y | 0 |
| Matthew James Buckman | St. Louis, Mo | Dec 5, 2024 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Adam Gene Goldstein from Buckingham Strategic Wealth, LLCApr 5, 2021 · RIA to RIA
- Weston Bret Manley from Rfg Advisory, LLCJan 3, 2018 · Other
- Warner Edward Isaacs from Ipi Wealth Management, Inc.Oct 20, 2014 · Other
- Jay Logan Fuller from Ipi Wealth Management, Inc.Oct 20, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A Judith Isaacs · Chief Compliance Officercontrolsince 07/2014 · owns less than 5%
- Edward Warner Isaacs · Owner / Presidentcontrolsince 07/2014 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Louis, Mo | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 2,540 to 2,700Aug 12, 2025 to Mar 9, 2026
- Advisory employees · 3 to 4Aug 12, 2025 to Mar 9, 2026
- HNW clients · 250 to 298Aug 12, 2025 to Mar 9, 2026
- Individual clients · 260 to 268Aug 12, 2025 to Mar 9, 2026
- Assets in custody · $345M to $525MAug 12, 2025 to Mar 9, 2026
- Discretionary RAUM · $799M to $1.0BAug 12, 2025 to Mar 9, 2026
- HNW RAUM · $676M to $947MAug 12, 2025 to Mar 9, 2026
- Individual RAUM · $142M to $83.0MAug 12, 2025 to Mar 9, 2026
- Non-discretionary RAUM · $19.0M to $0Aug 12, 2025 to Mar 9, 2026
- RAUM · $818M to $1.0BAug 12, 2025 to Mar 9, 2026
- Accounts · 2,283 to 2,540Jan 6, 2025 to Mar 10, 2025
- Advisory employees · 2 to 3Jan 6, 2025 to Mar 10, 2025
- HNW clients · 208 to 250Jan 6, 2025 to Mar 10, 2025
- Individual clients · 224 to 260Jan 6, 2025 to Mar 10, 2025
- Assets in custody · $214M to $345MJan 6, 2025 to Mar 10, 2025
- Employees · 4 to 5Jan 6, 2025 to Mar 10, 2025
- Financial planning clients · 251-500 to More than 500Jan 6, 2025 to Mar 10, 2025
- State-registered IARs · 2 to 1Jan 6, 2025 to Mar 10, 2025
- Discretionary RAUM · $537M to $799MJan 6, 2025 to Mar 10, 2025
- HNW RAUM · $483M to $676MJan 6, 2025 to Mar 10, 2025
- Individual RAUM · $71.0M to $142MJan 6, 2025 to Mar 10, 2025
- Non-discretionary RAUM · $17.0M to $19.0MJan 6, 2025 to Mar 10, 2025
- RAUM · $554M to $818MJan 6, 2025 to Mar 10, 2025
- Other offices · 1 to 0Dec 4, 2024 to Jan 6, 2025
- Accounts · 1,994 to 2,283Feb 11, 2023 to Mar 20, 2024
- Advisory employees · 4 to 2Feb 11, 2023 to Mar 20, 2024
- HNW clients · 136 to 208Feb 11, 2023 to Mar 20, 2024
- Individual clients · 280 to 224Feb 11, 2023 to Mar 20, 2024
- Employees · 6 to 4Feb 11, 2023 to Mar 20, 2024
- State-registered IARs · 4 to 2Feb 11, 2023 to Mar 20, 2024
- Discretionary RAUM · $435M to $537MFeb 11, 2023 to Mar 20, 2024
- HNW RAUM · $340M to $483MFeb 11, 2023 to Mar 20, 2024
- Individual RAUM · $112M to $71.0MFeb 11, 2023 to Mar 20, 2024
- RAUM · $452M to $554MFeb 11, 2023 to Mar 20, 2024
- Accounts · 1,783 to 1,994Dec 9, 2022 to Feb 11, 2023
- HNW clients · 147 to 136Dec 9, 2022 to Feb 11, 2023
- Individual clients · 286 to 280Dec 9, 2022 to Feb 11, 2023
- Assets in custody · $185M to $214MDec 9, 2022 to Feb 11, 2023
- Discretionary RAUM · $391M to $435MDec 9, 2022 to Feb 11, 2023
- HNW RAUM · $247M to $340MDec 9, 2022 to Feb 11, 2023
Signals
3 dated events
- Ifg Advisors, Llc reported RAUM $1.0B, up 26% from $818.0M (2025-08-12 to 2026-03-09)Mar 9, 2026 · RAUM change · derived
- Ifg Advisors, Llc reported RAUM $818.0M, up 48% from $554.0M (2025-01-06 to 2025-03-10)Mar 10, 2025 · RAUM change · derived
- Ifg Advisors, Llc filed its initial SEC registration (Form ADV)Aug 8, 2014 · First SEC registration · fact
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
- 314-569-0500reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 473-337-8901reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- IFGADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-569-0500reportedpublic record, Form ADV, Mar 9, 2026
- Team page
- ifgadvisors.com/teamreportedpublished by the firm, firm site, Sep 16, 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
- $147Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026