Independence, Elevated.
Innovative Financial Group® (IFG) is more than a brand — it’s a platform built for ambitious, fiercely independent financial professionals who demand freedom, ownership, and excellence. Our Office of Supervisory Jurisdiction (OSJ) empowers advisors nationwide to build their businesses their way — under their own name, in their own markets, and aligned with their own vision — while backed by the full strength, scale, and expertise of an experienced leadership and operations team.
By affiliating with IFG, advisors gain the independence and top-tier direct compensation typically associated with going straight to a broker-dealer, while unlocking the added value of a strategic partner built exclusively to help them grow. We deliver the power of scale without sacrificing identity, giving advisors the freedom to expand on their own terms with confidence and clarity, with a team of experts behind them every step of the way.
A Partnership Built Around the Advisor
At IFG, we believe the advisor is our client. Every service, resource, and strategic advantage we provide is designed to simplify your business, improve your work/life balance, elevate your client experience, and help you build a firm that is scalable, sustainable, and uniquely yours.
Our relationship-driven, advisor-centric platform helps you:
- Operate your business with greater efficiency
- Deliver a more exceptional client experience
- Scale your practice with stronger profitability
- Build a succession strategy designed to drive long-term enterprise value
What Makes IFG Different?
Independent advisors choose IFG because we provide meaningful, practical solutions that accelerate growth and remove operational friction.
Strategic Growth & Succession: Comprehensive valuation and succession planning that protects enterprise value, positions your business for growth, and gives you the flexibility to take chips off the table while preparing for a successful transition — whether planned or unexpected.
Turnkey Payroll & Benefits Administration: Professional payroll, HR, and employee benefits solutions that simplify staff management and reduce administrative burden.
White-Glove Operational Excellence Team: A best-in-class service team known for precision, responsiveness, and highly personalized support.
Leadership with Real Industry Credibility: Guidance from seasoned executives who have built and led top-tier broker-dealers, developed deep expertise in succession planning, and navigated private equity as advocates for innovative, customized solutions that protect and maximize advisor value.
At IFG, we don’t believe independence should mean going it alone. We exist to give independent financial professionals the freedom, infrastructure, and strategic partnership needed to take control of their future — and reach new levels of success.
Powered by Performance – Strength through Partnership
At IFG, our leadership, culture, and strategic operations teams work together to make the scale of a large platform like Osaic feel accessible, responsive, and connected. As one of the largest firms within the Osaic ecosystem, IFG serves more than 300 advisors and staff across more than 30 states, combining national reach with hands-on partnership and support. Advisors benefit from the strength and stability of a leading broker-dealer while experiencing the camaraderie, personal attention, and sense of community that ensure they are never navigating their business alone.
Equally important, IFG acts as a staunch advocate for “All Things Advisor-Related,” leveraging our scale and long-standing relationships within the broker-dealer to help solve problems and drive meaningful improvements. Members of our leadership team proactively serve on Osaic councils and working groups, helping define strategy, reduce friction, and ensure the advisor perspective is consistently represented.
Get to Know Your Team of Support Professionals: