Kirk Badii, founder of Badii Group Private Wealth Management, has once again been recognized among the nation’s top financial advisors, earning a place as a Top 50 Elite Advisor at Independent Financial Group (IFG). Based on 2025 production, this distinction reflects sustained excellence, long-term client relationships, and disciplined portfolio management across multiple market cycles.
As part of this achievement, Kirk Badii will attend the 2026 IFG Elite Advisor Conference, held at the St. Regis in Rome, Italy, from February 28 through March 5, 2026. The annual conference brings together IFG’s highest-performing advisors for collaboration, professional development, and strategic dialogue in premier global destinations.
Continued Excellence as an IFG Elite Advisor
Kirk Badii’s recognition as a Top 50 Elite Advisor underscores his consistent performance year after year. The Elite Advisor designation is awarded to a select group of IFG advisors nationwide based on assets under management and revenue, placing Kirk Badii among the most respected professionals within the independent wealth management industry.
“Kirk Badii continues to exceed our highest expectations year after year,” said David Fischer, Co-Founder of Independent Financial Group. “His consistent ranking as an Elite Advisor is a testament to the trust he has built with clients and the exceptional level of service he and his team provide to ultra-high-net-worth families. His results reflect enduring relationships and a standard of excellence that few achieve.”
National Recognition and Industry Awards
In addition to his IFG Elite Advisor designation, Kirk Badii has earned multiple forms of third-party recognition that reflect both national and local leadership in the wealth management industry. He was recently named a finalist for the InvestmentNews 2025 Wealth Manager of the Year Award for the Southwest Region, highlighting his impact and influence within the broader financial advisory profession.
Kirk Badii was also voted Southlake’s Best Investment Manager for three consecutive years in 2022, 2023, and 2024 through the community’s Reader’s Choice awards, further reinforcing the trust and confidence he has built with clients.
A Career Built on Experience and Results
Kirk Badii brings more than 15 years of experience in financial advisory services, specializing in the management of complex portfolios for ultra-high-net-worth individuals and families. He began his career in Century City, Los Angeles, where he quickly rose through the ranks at Credit Suisse Private Bank and UBS Private Wealth Management.
During his tenure at UBS, Kirk Badii earned recognition as a top-ranked advisor, including honors in the President’s Club and Director’s Council. At Credit Suisse, he was named the top relationship manager in his class and later contributed financial insights to Forbes.
Today, as founder of Badii Group Private Wealth Management, Kirk Badii advises clients through complex, life-altering financial events such as business sales, high-profile professional sports contracts, and significant divorce settlements. His approach emphasizes capital preservation, risk management, and long-term wealth growth.
Life Beyond the Practice
Originally from Orange County, California, Kirk Badii gained early exposure to entrepreneurship by working in his family’s business. Outside of his professional pursuits, he is a passionate golfer, skier, and traveler. He is a member of several highly regarded golf clubs, including multiple best-in-state and top-100 ranked clubs.
Kirk Badii and his family divide their time between the Southlake, Texas area and Park City, Utah. He lives with his wife and two children, and they value time together and creating lasting family memories.