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.
Independent Financial Partners
Tampa, FL
Ifp Advisors, LLC, CRD 125112
Firm filing updated September 16, 2026 ·
- $16.3BAssets
- 54,154Clients
- 302Advisory staff
- 54,154Accounts
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
- Individuals34,349
- High net worth individuals18,190
- Pension and profit sharing plans780
- Corporations or other businesses707
- Charities128
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 34,349 | $3.5 billion |
| High net worth individuals | 18,190 | $8.4 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 780 | $3.8 billion |
| Charitable organizations | 128 | $58.6 million |
| Corporations or other businesses not listed above | 707 | $615.5 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
- Pension consulting services
See all 6 services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "NON-DISCRETIONARY INVESTMENT ADVICE"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "NON-DISCRETIONARY INVESTMENT ADVICE"
Assets and accounts
- Regulatory assets$16.3 billion
- Accounts54,154
- Discretionary$11.6 billion · 46,538 accounts
- Non-discretionary$4.7 billion · 7,616 accounts
People
- Employees328
- Advisory staff302
- Broker-dealer reps281
- Licensed insurance agents191
- Planning clients101 to 250
Advisors
196 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Ifp Advisors, LLC SEC-registered investment advisor. CRD 125112, SEC file 801-69511.
- Registered with the SEC as an investment advisor (status date on record: September 19, 2008).
Is Independent Financial Partners a fiduciary?
Short answer: Independent Financial Partners 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: 281 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.
191 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.