SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Assuredpartners Investment Advisors
Tampa, FL
Assuredpartners Investment Advisors, LLC, CRD 309550
Firm filing updated July 16, 2026 ·
- $3.9BAssets
- 38Advisory staff
- 4,276Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals1,437
- High net worth individuals381
- Pension and profit sharing plans330
- Corporations or other businesses11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,437 | $466.4 million |
| High net worth individuals | 381 | $791.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 330 | $1.3 billion |
| Charitable organizations | Fewer than 5 clients | $406,455 |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $1.3 billion |
| Corporations or other businesses not listed above | 11 | $9.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 7 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "REFERRALS TO UNAFFILIATED INVESTMENT ADVISERS, COLLEGE PLANNING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "REFERRALS TO UNAFFILIATED INVESTMENT ADVISERS, COLLEGE PLANNING"
Assets and accounts
- Regulatory assets$3.9 billion
- Accounts4,276
- DiscretionaryAll accounts
People
- Employees58
- Advisory staff38
- Broker-dealer reps24
- Licensed insurance agents34
- Planning clients251 to 500
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Assuredpartners Investment Advisors, LLC SEC-registered investment advisor. CRD 309550, SEC file 801-117771.
- Registered with the SEC as an investment advisor (status date on record: December 10, 2019).
Is Assuredpartners Investment Advisors a fiduciary?
Short answer: Assuredpartners Investment Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 24 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
34 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.