SAN DIEGO, July 1, 2025 /PRNewswire/ — Independent Financial Group, LLC (IFG), a San Diego-based, privately held independent wealth management provider, is pleased to announce the addition of Bruce Levitus as Regional Recruiter. Based in Pennsylvania, Bruce brings over 20 years of executive leadership experience and a strong reputation for driving independent advisor growth and supporting client-first wealth management businesses.
Bruce held a range of senior positions at Osaic (formerly Advisor Group), including as Senior Vice President overseeing Regional Wealth Management Consulting, Product Sales, Marketing, Education, and Investment Advisory Services. During his tenure, he led strategic initiatives that helped shape one of the nation’s largest networks of financial professionals—successfully guiding large-scale recruiting, acquisitions, platform launches, and advisor education programs.
“We are thrilled to welcome Bruce to IFG,” said David Fischer, Co-Founder and Chief Marketing Officer. “His depth of experience and independent industry insight will be instrumental in helping high-performing advisors find a home at IFG—where authentic independence, high-quality service, and unwavering integrity remain at the core of everything we do.”
In his new role, Bruce will execute IFG’s full cycle recruiting strategy. His responsibilities include identifying and qualifying prospective advisors, building long-term relationships, and guiding them through a seamless transition to the firm. He will also work closely with senior leadership to help expand IFG’s footprint and maintain its competitive position in the marketplace.
Bruce shared, “I wanted to align with a firm that still values true independence—and I found that at IFG. Because IFG isn’t controlled by private equity, the firm lets advisors do what’s best for their clients, not what’s best for us. I was especially impressed that IFG still supports brokerage accounts, understanding that not every client needs a fee-based solution in every circumstance. The IFG platform offers low minimums, robust support for annuities, insurance, and alternatives, and it welcomes all.”
About Independent Financial Group
Independent Financial Group, LLC (IFG), is a privately held independent wealth management provider in San Diego, California. Founded in 2003, IFG supports over 600 independent financial professionals across more than 400 offices nationwide with a comprehensive suite of business solutions. IFG is an eight-time winner of the Inc. 5000 list of “Fastest Growing Private Companies in the US.” The San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023. In 2024, Financial Planning Magazine ranked IFG 3rd for women as a percentage of producing representatives and 7th for financial advisor payout, while InvestmentNews ranked the firm in the top 10 for payout and account assets. Financial Advisor Magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue in 2025.
To learn more about IFG, visit ifgsd.com.
Media Contact:
Ivana Gilger
IFG
(800) 269-1903
[email protected]
SOURCE Independent Financial Group