Investment Consulting Group Inc

RIASEC RegisteredEst. 1991

Total AUM

$2.8B

Discretionary

0% of AUM

Avg account

$5.6M

Accounts

504

Employees

Advisory reps

Firm details

Headquarters: Davenport, Iowa
CRD number: 106967
Registered since: January 31, 1991
Website: www.icginc.co
Custodians: QUAD CITY BANK & TRUST, CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., FNBO
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans77.74%
HNWI11.46%
Other6.52%
Corporations / Businesses2.19%
Charitable Organizations1.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Investment Consulting Group Inc. is an independent, privately owned registered investment adviser established in 1991 that positions itself as a capital allocator and advisor to both high-net-worth individuals/families and institutional clients. The firm provides a mix of financial planning and portfolio consulting — including portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational programming — and publishes periodic client-facing materials. Its billing arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm reports it does not pursue ESG investing as an active investment stance. Investment Consulting Group has been recognized on CNBC’s Top 100 Financial Advisory Firms list in 2019 and again in 2025.