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INDEPENDENT FINANCIAL PARTNERS
IFP ADVISORS, LLC
CRD 125112 · SEC 801-69511
3030 NORTH ROCKY POINT DRIVE WEST, SUITE 700, TAMPA, FL, 33607, United States
Phone
813-341-0960
Fax
813-288-0701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$16.29B
Discretionary AUM
$11.59B
Team
328 total employees; 302 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsNON-DISCRETIONARY INVESTMENT ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34349 | $3.49B |
| High net worth individuals | 18190 | $8.36B |
| Pension/profit sharing plans | 780 | $3.77B |
| Charitable organizations | 128 | $58.6M |
| Corporations/business entities | 707 | $615.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.lifetimewealthstrategies.net/
- https://www.myhorizonpg.com/
- https://www.hollanderllc.com/
- https://www.tampafinancialgroup.com/
- https://www.mtnlegacy.com/
- https://www.advancedwealth.solutions/
- https://www.blueprint1.net/
- http://www.rlkadvisorygroup.com/
- https://boschfinancial.com/
- https://www.dewfmg.com/
- https://mystrategyteam.com/
- https://www.clearadvicefinancial.com/
- http://www.thezebrafinancial.com/
- https://www.rplansolutions.com/
- https://www.gwagranger.com/
- https://www.capitalconclusions.com/index.html
- https://genplangrp.com/
- http://www.stirlingcapital.org/
- https://www.klausfg.com/
- https://www.vanhornfs.com/
- https://alphalogicwealth.com/
- https://www.dickmanwealthmanagement.com/
- https://www.sitrepfinancial.com/index.html
- https://www.ameritrust.us/
- https://www.insightfinancialadvisor.com/
- https://callesenwealth.com/
- https://www.pointerfg.com/
- https://www.apwealthplanning.com/
- https://www.legacyfinancialsolutions.com/
- https://www.advisoryservicesofnewengland.com/
- https://www.roundtableretirementpartners.com/
- https://www.corewm.com/
- https://www.holligerfinancial.com/
- https://www.crowcreekwealth.com/
- https://fortiv.com/
- https://berrywealthmanagement.com/
- https://www.pinetreewealthmanagement.com/
- https://sdmfinancial.com/
- https://sammadaris.com/
- https://ripplewealthmgmt.com/
- https://www.wjyost.com/
- https://greenbridgewm.net/
- https://solidarityfinancial.com/home.html
- https://cosgriffwealth.com/
- https://www.growlivegive.com/
- https://www.balancedassetstrategies.com/
- https://www.kimmelfinancialadvisors.com/
- https://www.shenkcm.com/
- https://grokwealth.com/
- https://www.fiduciaryprivate.com/
- https://fouroaksfinancial.com/
- https://www.symefs.com/
- https://radiantvest.com/
- http://www.wellspringadvisor.com/index.html
- https://www.covenantwealthmanagement.com/
- https://sammutwealth.com/
- https://www.intentional-wealth.com/
- https://www.ascensionfa.com/
- https://pfsfinancialfirm.com/
- https://stonelakewealthmgmt.com/
- http://www.weinsteinfinancialgroup.com/
- https://kidderadvisers.com/
- https://somervilleinvestments.com/
- https://www.franklinwealthadvisors.net/
- https://www.certaplanning.com/
- https://www.primequestwealth.com/
- https://www.risensonfinancial.com/
- https://www.stirlingcapital.org/
- https://www.twitter.com/IF_Partners
- http://www.lifetimewealthstrategies.net/home
- https://www.partnerswealth.net/
- https://www.firstrise.com/
- https://www.fortiv.com/
- https://www.keystoneprivatewealth.com/
- http://www.nielsonwealth.com/
- https://www.finspireme.com/
- https://www.youtube.com/@IndependentFinancialPartners
- https://www.frontlinewealthmgmt.com/
- https://www.cjkinvest.com/
- https://www.qtrfamily.com/
- http://harborwealthadvisors.com/
- http://www.lmfg.net/
- https://www.theperformancewealth.com/
- https://www.legacywealthky.com/
- https://www.highpointfl.com/
- https://myfortus.com/
- https://www.directionalinvestments.com/
- https://www.whartonhillia.com/
- https://www.instagram.com/if_partners/
- http://www.inflectionpointwm.com/
- https://www.investab.com/
- https://www.dtywealthplanningsolutions.com/
- https://www.carthagesavings.com/
- https://www.gwmanage.com/index.html
- http://yarrellcreekwealth.com/
- https://www.myiwm.com/
- https://ridgelineadvisors.us/
- http://www.postillionllc.com/
- https://www.acginv.com/
- https://www.wealthadvisorswhocare.com/
- http://www.getkbinvest.com/
- https://centerbridgeplanning.com/
- https://southernprivatewm.com/index.html
- https://www.facebook.com/IndependentFinancialPartners/
- https://www.linkedin.com/company/ifpartners/
- https://www.ifpartners.com
Official SEC filing: View on IAPD