Investment adviser · CRD 125112
INDEPENDENT FINANCIAL PARTNERS
Investment adviser filing (IA)
IFP ADVISORS, LLC
TAMPA, FL, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $16.3B Form ADV · Item 5.F
- Client accounts
- 54,154 Accounts, not individual clients
- Employees
- 328 Reported in this filing
- Advisory professionals
- 302 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 |
|---|---|---|---|
| High-net-worth individuals | 18,190 | $8,358,781,465 | 51.3% |
| Retirement plans | 780 | $3,766,559,181 | 23.1% |
| Individuals | 34,349 | $3,492,396,915 | 21.4% |
| Corporations & businesses | 707 | $615,506,672 | 3.8% |
| Charities | 128 | $58,621,304 | 0.4% |
Filing source
Form ADV 2135783 · 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 · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3030 NORTH ROCKY POINT DRIVE WEST, SUITE 700TAMPA, FL, 33607, United States
CRD 125112
Filing source
Form ADV 2135783 · 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.