What Integrated Financial Group does

Integrated Financial Group (IFG) is a privately held Atlanta-based consortium of independent financial planners founded in 2003 by Don Patrick, offering three affiliation programs — Corporate RIA, Hybrid RIA, and RIA Only — that let experienced advisors run independent practices while accessing broker-dealer custody via LPL Financial (member FINRA/SIPC) and SEC-registered investment advisory supervision through wholly owned subsidiary IFG Advisory, LLC. The consortium spans 80+ independent advisors managing billions of dollars in combined client assets, supported by 101–250 IFG employees delivering in-house advisor success services (marketing, HR, benefits, compliance, recruiting, outsourced trading, virtual administration). The flagship differentiator is The Brain Trust, a community model that combines Mastermind Groups, an Annual Retreat, and peer-to-peer content channels including the What Works podcast (~2,500+ combined years of member experience) and IFG Insights blog to combat the isolation typical of independent practice.

Underlying technology consists of a curated, partner-built stack rather than proprietary platforms: BlackRock for model portfolio analytics, WealthVision, Riskalyze, Redtail CRM, Broadridge for client communications, Jump for AI-assisted note-taking, and LPL ClientWorks as the trading and account administration platform, accessed via a member intranet portal (MyHub). IFG operates on a subscription/affiliation revenue model — recurring annual fees tied to the chosen affiliation tier — augmented by broker-dealer and RIA supervisory flows routed through LPL and IFG Advisory; specific per-tier pricing is not publicly disclosed.

Go-to-market is community-led and sales-led: IFG recruits transitioning wirehouse and corporate-RIA advisors through a Mutual Selection Process designed to ensure cultural alignment, while a public Find a Planner directory captures end-client referrals. Customer segments include independent financial advisors broadly, wirehouse breakaways in transition, and (more recently) next-generation Millennial/Gen Z planners preparing for the Great Wealth Transfer. The company is self-described as "built by members, not investors," with no disclosed institutional or external equity ownership.

Name

Integrated Financial Group

Legal name

Integrated Financial Group

Website

https://integrated-financial-group.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

101–250 employees

Short description

Integrated Financial Group (IFG) is an Atlanta-based consortium founded in 2003 that provides Corporate RIA, Hybrid RIA, and RIA Only affiliation programs, broker-dealer access via LPL Financial, and a peer community called The Brain Trust to 80+ independent financial advisors.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Broker-Dealer Services: IFG operates through LPL Financial as their primary broker-dealer. Securities are offered through LPL Financial, member FINRA/SIPC. IFG Advisory, LLC is a registered investment advisor providing supervisory and compliance services. Revenue is generated through the affiliation programs offered to independent advisors.
2. Advisor Affiliation Programs: Three affiliation models (Corporate RIA, Hybrid RIA, RIA Only) with different service levels, payout structures, and support offerings for independent financial planners.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Integrated Financial Group operates as a consortium of independent financial planners, offering three affiliation programs (Corporate RIA, Hybrid RIA, and RIA Only) that give advisors access to broker-dealer services through LPL Financial, SEC-registered investment advisory oversight via IFG Advisory, LLC, operational support teams, curated technology, and a peer collaboration community called The Brain Trust. Members join through a Mutual Selection Process and receive in-house services spanning marketing, HR, benefits, compliance, trading, and recruiting.

Product overview

Integrated Financial Group (IFG) is a consortium of independent financial planners offering three distinct affiliation programs: Corporate RIA, Hybrid RIA, and RIA Only. These programs are supported by IFG's proprietary Brain Trust collaborative culture, which provides Mastermind Groups, Annual Retreats, and peer-to-peer advisor networking. The consortium supplements advisor practices with operational support services including Advisor Success Teams, Virtual Administrative Services, Marketing & Branding Support, Compliance Assistance, and Outsourced Trading. IFG provides content resources including the What Works Podcast, IFG Insights Blog, and Informational Guides. The organization is built on a partnership with LPL Financial as broker-dealer and maintains IFG Advisory, LLC as its SEC-registered investment advisor for fiduciary services.

Differentiator

Problem solved

Functional benefit

Brands

• The Brain Trust: IFG's unique collaborative culture that fosters peer-to-peer collaboration among independent financial advisors through Mastermind Groups, Annual Retreats, and interactive events.

Products and services

• Corporate RIA Affiliation An integrated, full-service affiliation where financial planners operate as Investment Advisor Representatives under corporate oversight with broker-dealer support through LPL Financial, including RIA, Broker Dealer, CCO, and OSJ services through IFG. Advisors receive higher transition assistance, simplified paperwork, and access to the Brain Trust community.
• Hybrid RIA Affiliation A hybrid affiliation model where financial planners use a broker-dealer (LPL Financial) for commissionable work and an outside RIA (IFG Advisory, LLC) for fee-based business. The model offers higher advisory payouts, financial planning fee flexibility, and CCO services through IFG.
• RIA Only Affiliation The highest level of independence model where financial planners are not affiliated with a broker-dealer and outsource key business operations to third-party custodians. Provides full operational autonomy while still granting access to the Brain Trust community and IFG support resources.
• The Brain Trust IFG's flagship collaborative culture and community model that fosters peer-to-peer advisor interaction through Mastermind Groups, Annual Retreats, and interactive events. Designed to combat the isolation of solo independent practice and enable shared learning, business development, and strategy collaboration among 80+ member advisors with 2,500+ years of collective experience.
• Advisor Success Teams In-house advisory success teams that handle day-to-day operational needs of member advisor practices, including marketing, HR, benefits administration, compliance, hiring, and recruiting. Allows member advisors to focus on serving clients and growing their practices while IFG manages the back-office details.
• Virtual Administrative Services Outsourced administrative support providing IFG member advisors with the capabilities of a full-time assistant without the overhead of recruiting, hiring, and retaining local staff. Designed to relieve day-to-day operational workload from independent advisors.
• Marketing & Branding Support Full suite of creative marketing services helping IFG member advisors establish their brand identity and reach prospective clients, including in-house RIA marketing support, content creation, and brand storytelling.
• Compliance Assistance Regulatory compliance support and training to help member advisors navigate evolving financial services rules and maintain proper oversight within their practices. Augments the SEC-registered investment advisory supervision provided through IFG Advisory, LLC and broker-dealer regulation through LPL Financial.
• Outsourced Trading Trading and rebalancing services that remove the technical burden from member advisors by handling portfolio trading execution, allowing advisors to focus on client strategy and relationship management.
• Find a Planner Directory A network directory on IFG's public-facing website connecting prospective clients with IFG's member financial planners to help consumers build confidence and clarity around their financial futures. Functions as a lead-generation and client-acquisition service for member advisors.

Quantifiable outcome

• According to Cerulli Associates research, approximately 37% of RIA advisors will retire in the next decade representing roughly 40% of total industry assets
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorPrimary broker-dealer partner providing securities custody, trading platform (ClientWorks), and regulatory supervision. Securities offered through LPL Financial, member FINRA/SIPC. IFG advisors can operate as LPL Financial Registered Representatives.
• IFG Advisory, LLCcoreStrategic or Co-development PartnerRegistered Investment Advisor with SEC responsible for supervisory and compliance services for IFG advisors. Bound by fiduciary duty to put client interests first. Provides Form CRS, ADV 2A, and Wrap Fee Program disclosures.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@FinancialBrainTrust
• Facebookfacebook.com/FinancialBrainTrust
• LinkedInlinkedin.com/company/integrated-financial-group-the-brain-trust
• Xx.com/IFG_BrainTrust

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Integrated Financial Group