JMG Financial Group Ltd

RIASEC Registered

Total AUM

$7.5B

Discretionary

$7.2B

96% of AUM

Avg account

$1M

Accounts

7,164

Employees

103

Advisory reps

Firm details

Headquarters: Downers Grove, Illinois
CRD number: 110302
Registered since: February 13, 1985
Website: www.jmgfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.94%
Individuals2.85%
Corporations / Businesses0.12%
Charitable Organizations0.07%
Pension & Profit Sharing Plans0.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

JMG Financial Group Ltd is an independent registered investment adviser that has been SEC-registered since 1985. The firm serves individuals, families and institutional clients and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. JMG acts as a capital allocator and routinely places client assets with third-party managers rather than relying solely on in-house products. The firm does not identify as an active ESG investor in the source data. JMG has been recognized repeatedly by national outlets, appearing on lists such as CNBC’s Top 100 Financial Advisory Firms (2019, 2020, 2022, 2025), Financial Times’ Top 300 RIA Firms (2020), and multiple Forbes and Financial Advisor Magazine rankings in recent years.