Investment adviser · CRD 309550
ASSUREDPARTNERS INVESTMENT ADVISORS
Investment adviser filing (IA)
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
TAMPA, FL, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $3.88B Form ADV · Item 5.F
- Client accounts
- 4,276 Accounts, not individual clients
- Employees
- 55 Reported in this filing
- Advisory professionals
- 36 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 330 | $1,321,989,503 | 34.1% |
| Government entities | Fewer than 5 | $1,289,138,021 | 33.2% |
| High-net-worth individuals | 381 | $791,573,243 | 20.4% |
| Individuals | 1,437 | $466,389,674 | 12.0% |
| Corporations & businesses | 11 | $9,345,778 | 0.2% |
| Charities | Fewer than 5 | $406,455 | 0.0% |
Filing source
Form ADV 2131942 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4600 W. CYPRESS STREET, SUITE 405TAMPA, FL, 33607, United States
CRD 309550
Filing source
Form ADV 2131942 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.