What is Indian River Financial Group, Inc.'s NAICS code?

Indian River Financial Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Independent RIA advantage Small firm scale enabling high-touch, personalized advisory experience; potential selling point to clients seeking unbiased, conflict-free fiduciary guidance and customized portfolio construction.

Boutique customization Focus on tailored financial planning and risk-aligned investments; opportunities to upsell comprehensive planning services to high-net-worth individuals or mid-career professionals seeking bespoke solutions.

Technology stack Utilizes iCIMS, AWS, Drupal and analytics tools; potential for expanding digital marketing, client onboarding automation, and secure data practices to attract advisors from larger firms or convert prospective hires.

Revenue signals Revenue in the 1-10M range indicates growth potential; can pursue conversations around scalable service models, managed accounts, and fee-based offerings to increase client lifetime value.

Geographic niche Based in Boca Raton, FL with a long-standing establishment since 1991; leverage regional trust and legacy relationships to target local professionals, retirees, and exit-planning clients seeking stability and continuity.

Indian River Financial Group, Inc. Tech Stack

Indian River Financial Group, Inc. uses 8 technology products and services including iCIMS, Amazon Web Services, Drupal, and more. Explore Indian River Financial Group, Inc.'s tech stack below.

iCIMS

Applicant Tracking Systems

Amazon Web Services

Cloud Hosting

Drupal

Content Management System

Pikaday

Javascript Libraries

Online Community Software

X-XSS-Protection

Security

Vimeo

Video Players

Piwik PRO Core

Web Analytics

Indian River Financial Group, Inc. Email Formats	Example	Percentage
First@paulmilleradvisor.com	John@paulmilleradvisor.com	100%

Indian River Financial Group, Inc. Email Formats

Example

Percentage

First@paulmilleradvisor.com

John@paulmilleradvisor.com

100%

Frequently Asked Questions

What is Indian River Financial Group, Inc.'s phone number?

You can contact Indian River Financial Group, Inc.'s main corporate office by phone at

+1-561-362-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Indian River Financial Group, Inc.'s official website and social media links?

Indian River Financial Group, Inc.'s official website is paulmilleradvisor.com and has social profiles on LinkedIn.

How much revenue does Indian River Financial Group, Inc. generate?

As of September 2026, Indian River Financial Group, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Indian River Financial Group, Inc.'s SIC code and NAICS code?

Indian River Financial Group, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Indian River Financial Group, Inc. have currently?

As of September 2026, Indian River Financial Group, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Principal And Investment Advisor: P. M. Explore Indian River Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Indian River Financial Group, Inc. belong to?

Indian River Financial Group, Inc. operates in the Financial Services industry.

What technology does Indian River Financial Group, Inc. use?

Indian River Financial Group, Inc.'s tech stack includes iCIMS, Amazon Web Services, Drupal, Pikaday, LinkedIn, X-XSS-Protection, Vimeo and Piwik PRO Core.

What is Indian River Financial Group, Inc.'s email format?

Indian River Financial Group, Inc.'s email format typically follows the pattern of First@paulmilleradvisor.com. Find more Indian River Financial Group, Inc. email formats with LeadIQ.

When was Indian River Financial Group, Inc. founded?

Indian River Financial Group, Inc. was founded in 1991.

Indian River Financial Group, Inc.

Q: What technology does Indian River Financial Group, Inc. use?

Indian River Financial Group, Inc.'s tech stack includes AddToAny, Lightbox, HSTS, X-Content-Type-Options, Underscore.js.

Financial ServicesFlorida, United States0-1 Employees

Indian River Financial Group, Inc. is a financial services firm established in 1991 and based in Boca Raton, Florida. Operating as an independent registered investment advisor, the company emphasizes a client-first, fee-based approach that aims to provide unbiased, conflict-free advice tailored to individual objectives and risk tolerances. By partnering with respected investment managers, the firm offers a range of investment management options while prioritizing high‑touch, customized service rather than a one-size-fits-all solution. The firm focuses on building deep, trust-based relationships with professionals, executives, and retirees, delivering practical financial and investment planning rooted in research and proven practices. While comparable to larger advisory networks in its access to investment options, Indian River Financial Group distinguishes itself through its emphasis on personalized guidance and a straightforward approach to planning.

Insights

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