Wealth manager, independent · Atlanta, GA
IFG Advisory, LLC
SEC-registered investment adviser · CRD 168012 · SEC 801-80184
At a glance
IFG Advisory, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $4.8B in regulatory assets under management as of its Form ADV filed September 14, 2026. It reports 9,038 individual clients, 3,556 of them high-net-worth, holding an average of about $0.5 million each, and 187 employees. That ranks it 239th among the nation’s 5,657 independent wealth management RIAs and 11th of 171 in Georgia. It reports LPL Financial as the custodian for its clients’ separately managed accounts.
Main office 770-353-6400LinkedInAs filed on Form ADV
- Regulatory AUM
- $4.8B
- Rank among independent wealth managers
- #239 of 5,657
- Rank among all SEC RIAs
- #2,174 of 17,210
- Rank in Georgia
- #11 of 171
- Individual clients
- 9,038
- High-net-worth clients
- 3,556
- Accounts
- 14,619
- Discretionary
- 94% of AUM
- Employees
- 187
- Advisory staff
- 86
- Offices
- 63
Owners and executives on its Form ADV
- John L. BridgersChief Executive Officer
- Donald W. PatrickFounder & Chief Strategy Officer
- Crystal G. EpsteinChief Compliance Officer
- Laurel L. ResendezDirector of RIA Compliance
- Andrews L. BrowneChief of Advisor Development
Custody and brokerage
Broker-dealer
Hybrid RIA
IFG Advisory, LLC is a hybrid RIA: 83 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Many of our associated persons are also associated with LPL, a FINRA and SIPC member and registered broker/dealer and registered investment adviser, as broker -dealer registered representatives (“Dually Registered Persons”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 3,556 | $3.5B | 74% |
| Individuals | 5,482 | $1.1B | 22% |
| Corporations or other businesses | 57 | $79M | 2% |
| Pension and profit sharing plans | 78 | $62M | 1% |
| Charitable organizations | 29 | $40M | <1% |
Disciplinary disclosures
IFG Advisory, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on IFG Advisory, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 851 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Capital Investment Advisors, LLCAtlanta | $8.2B | 6,014 |
| BalentineAtlanta | $5.5B | 439 |
| BIP Wealth, LLCAtlanta | $5.3B | 3,108 |
| Sage Mountain Advisors, LLCAtlanta | $4.3B | 186 |
| ZWJ Investment Counsel IncAtlanta | $4.2B | 990 |
| Southeast Asset Advisors, LLCThomasville | $4.2B | 281 |
Background
Questions
How much does IFG Advisory, LLC manage?
IFG Advisory, LLC reports $4.8B in regulatory assets under management across 14,619 accounts, 94% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
How many clients does IFG Advisory, LLC have?
It reports 9,038 individual clients: 3,556 high-net-worth individuals and 5,482 other individuals. Individuals account for about 96% of its regulatory assets.
Where is IFG Advisory, LLC headquartered?
Its main office is in Atlanta, Georgia. It reports 63 offices in total and 187 employees, 86 of whom perform investment advisory functions.
How does IFG Advisory, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does IFG Advisory, LLC use?
It reports LPL Financial as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 14, 2026, it reports these amounts held: LPL Financial ($4.7B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is IFG Advisory, LLC a hybrid RIA with a broker-dealer?
IFG Advisory, LLC is a hybrid RIA: 83 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is IFG Advisory, LLC a fiduciary?
As an SEC-registered investment adviser, IFG Advisory, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 83 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is IFG Advisory, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →