Ifg Advisors, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 566
- Avg AUM / client
- $1.8M
- Accounts
- 2,700
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 268 | $83.0M | 8.06% |
| High net worth individuals | 298 | $947M | 91.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan Scripps Clinic Medical Group, Inc. | 2024 | |
| Radiology Partners, Inc. Partner Plan Radiology Partners, Inc. | 2024 | |
| Metro West Anesthesia Group, Inc. 401(k) Plan Metro West Anesthesia Group, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Isaacs, Judith, A | Chief Compliance Officer | Jul 2014 (12y) | Less than 5% | |
| Warner Edward Isaacs | Owner / President | CFP | Jul 2014 (12y) | 75% or more |
| Jay Logan Fuller | Registered representative | CFP CFA | Oct 2014 (12y) | |
| Mark Todd Sessel | Registered representative | Dec 2015 (11y) | ||
| Weston Bret Manley | Registered representative | CFP CFA | Jan 2018 (9y) | |
| Adam Gene Goldstein | Registered representative | CFP | Apr 2021 (5y) | |
| Daniel Scott Polinsky | Registered representative | Jul 2024 (2y) | ||
| Matthew James Buckman | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan | Scripps Clinic Medical Group, Inc. | 1,073 | $962M | 01/01/2024 |
| Radiology Partners, Inc. Partner Plan | Radiology Partners, Inc. | 1,428 | $1.0B | 01/01/2024 |
| Metro West Anesthesia Group, Inc. 401(k) Plan | Metro West Anesthesia Group, Inc. | 193 | $96.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 893 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗