Independent Financial Group, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $5,141,162,593 of assets under management and employs about 697 people. Independent Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.

Pure Financial Advisors, LLC, established in 2007, specializes in strategic financial planning and asset management for mid to high-net-worth clients. The firm's mission is to help clients achieve maximum net after-tax purchasing power relative to their financial goals. Pure's advisors, acting as fiduciaries, hold credentials such as CFP, CPA, or CFA, with a minimum of five years of experience. The firm follows a process of educating clients, evaluating goals and resources, and developing tailored strategies. Pure offers financial planning services, including personal, cash flow, tax, investment, risk management, and estate planning. For portfolio management, the firm designs globally diversified portfolios based on client goals, risk tolerance, and tax considerations, using ETFs, index funds, mutual funds, stocks, and bonds. Pure provides continuous financial planning and plan implementation for managed assets. The firm may utilize sub-advisors for specific asset classes, such as bonds. Pure also offers pension consulting services, including IPS preparation, investment vehicle selection, investment performance monitoring, and employee communications. The firm does not charge performance-based fees and has no reportable disciplinary events. Pure does not take physical custody of client assets but has limited custody for fee deductions. Clients have the discretion to authorize transfers through Standing Letters of Authorization. The firm does not vote proxies on behalf of clients and does not require prepayment of fees exceeding $1,200.00.

ClariVest Asset Management LLC, established in 2006 and registered as an investment adviser with the SEC in 2006, is a Delaware limited liability company specializing in domestic, international, and global equity portfolios. The firm, wholly-owned by Eagle Asset Management, uses a fundamentally based, bottom-up investment strategy supported by various quantitative tools. ClariVest's investment products cover a range of market capitalizations and styles, including growth, core, and value strategies. Clients granting investment and brokerage discretion allow ClariVest to make decisions on securities, brokers, and commissions without specific consent. The firm manages client portfolios on a fully discretionary basis, tailored to individual needs, with client-imposed restrictions accepted in writing. ClariVest may provide model portfolios to Directed Clients for self-trading. Fees are typically calculated as a percentage of assets under management, payable quarterly based on account value. ClariVest does not participate in wrap fee programs. As of September 30, 2024, the firm managed approximately $2.5 billion on a discretionary basis. ClariVest's investment philosophy focuses on behavioral finance, aiming to exploit market inefficiencies caused by human psychology. The investment process involves idea generation, portfolio construction, and implementation, integrating quantitative tools and qualitative decisions. The firm's risk control measures include quantitative and qualitative evaluations to manage active portfolio risk. ClariVest's Code of Ethics ensures compliance with federal securities laws and ethical standards, with a focus on preventing fraudulent conduct and ensuring personal securities transactions do not conflict with client interests. Proxy voting is centralized at the RJIM level, following ISS recommendations, with a focus on maximizing value for clients. ClariVest maintains a robust privacy policy to safeguard client information and restricts access to nonpublic personal information. Compliance and operational procedures ensure client accounts are reviewed for compliance with guidelines and performance standards. The firm's commitment to best execution, client confidentiality, and ethical practices underscores its dedication to serving clients' financial needs.

The firm's brochure provides detailed information on various aspects of their advisory services. Established investment strategies, risk analysis, and methods of analysis are outlined in the document. The firm offers services to different types of clients and operates with a fee-based compensation structure. Performance-based fees and side-by-side management are also part of their offerings. Clients can expect the firm to act with investment discretion, allowing them a certain level of control over their investments. The brochure also covers disciplinary information, financial industry activities, affiliations, and the firm's code of ethics. Additionally, details on brokerage practices, account reviews, client referrals, custody services, and voting client securities are provided. The brochure concludes with financial information about the firm. This comprehensive overview aims to inform potential clients about the firm's background, expertise, and the terms and conditions associated with their advisory services.

LM Advisors, LLC, also known as LMA Wealth Management, is a SEC-registered investment adviser established in June 2010, succeeding LM Advisors, Inc., which began operations in September 1984. The firm offers investment supervisory services and individual portfolio management on a discretionary or non-discretionary basis. They tailor investment strategies based on client needs, risk tolerance, and objectives, offering services such as long-term purchases, short-term trading, and option writing. LM Advisors acts as a fiduciary for retirement accounts, ensuring the client's best interests are prioritized. The firm manages over $2.3 billion in client assets as of 12/31/2024. Fees are charged based on a percentage of assets under management, typically ranging from 0.50% to 1.00% annually. LM Advisors may negotiate fees on a client-by-client basis and offers discounts to select clients. Clients' fees are debited monthly from their accounts. The firm does not provide performance-based fees and serves various client types, including individuals, high net worth individuals, and charitable organizations. LM Advisors employs fundamental and technical analysis in investment decisions, with a focus on risk management and client objectives. The firm has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical conduct and client-focused decision-making. Clients have the right to vote on proxies, and the firm does not maintain custody of client assets.

Ipg Investment Advisors, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $1,877,886,013 of assets under management and employs about 34 people. Ipg Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees, commissions, performance-based fees and family office, service , finder's fees $ 12b1 fees via afflt.

Fairfield Realty Advisors LLC is a financial advisory firm based in San Diego, California. It currently has approximately $1,869,420,522 of assets under management and employs about 387 people. Fairfield Realty Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Aksia CA LLC, established in August 2011 and acquired by Aksia LLC in March 2020, specializes in providing institutional investors with portfolio advisory services on alternative investment strategies. The firm tailors its services to each client's unique risk tolerances, liquidity requirements, and return targets. Aksia CA manages approximately $2.08 billion in Regulatory Assets Under Management, with both discretionary and non-discretionary accounts. Fees are typically charged as flat, fixed fees for advisory clients and as a percentage of assets under management for investment management clients, with some also paying performance-based fees. The firm may engage in side-by-side management, potentially creating conflicts of interest, which are addressed through established policies and procedures. Aksia CA's investment philosophy involves extensive due diligence on private market investments, including primary fund investments, secondaries, co-investments, and direct investments. The firm's method of analysis focuses on various factors, including risk management, quality of investment professionals, and regulatory compliance. Clients are advised on potential risks associated with their investment strategies, such as lack of diversification, illiquid investments, and international investing risks. Aksia CA acts as a fiduciary for certain discretionary engagements, voting proxies in the best interests of clients.

Counterpoint Mutual Funds, LLC, operating as Counterpoint Funds, is a Registered Investment Adviser established in 2014 in California. The firm specializes in providing investment management services to registered investment companies, primarily mutual funds and ETFs. The firm's principal owners are Michael Krause, CFA, Daniel Krause, and John Koudsi. Counterpoint offers tailored services to match the investment objectives of its Funds, utilizing quantitative models for investment strategies. The firm also provides model portfolios to Platform Providers for use by other investment advisers and broker-dealers. Counterpoint manages assets totaling $2,634,655,794 as of December 31, 2024, with management fees ranging from 0.50% to 1.25% per year for the Funds it advises. The firm does not charge performance-based fees and acts with broad investment discretion for the Funds it manages. Counterpoint's investment analysis is quantitative and systematic, utilizing data from sources like Bloomberg and S&P Global. Clients should be aware of the risks associated with investing, as Counterpoint cannot guarantee investment success. The firm follows a Code of Ethics to prioritize clients' interests, discloses conflicts of interest, and complies with securities laws. Counterpoint does not accept physical custody of client assets and uses JP Morgan Chase & Co. and Brown Brothers Harriman & Co. for custody services. The firm exercises broad discretion in determining securities transactions, including buying and selling securities and setting commission rates for the Funds. Clients can rely on Counterpoint to vote proxies in their best interest, following established policies. Michael B. Krause, CFA, the Chief Operating Officer and Portfolio Manager, has a strong educational background and professional designation as a CFA charterholder, ensuring high ethical standards and comprehensive investment knowledge.