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INDEPENDENT FINANCIAL PARTNERS
Legal name: IFP ADVISORS, LLC
CRD 125112File 801-69511
APPROVED
Retail clients
Disclosure events
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$16.29B
Top 10% of cohort (national)
Discretionary AUM
$11.59B
Non-discretionary $4.70B
Clients
54,154
54,154 accounts
Employees
328
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 19, 2008
- Principal office
- 3030 NORTH ROCKY POINT DRIVE WEST, SUITE 700, TAMPA, FL, 33607
- Phone
- 813-341-0960
- Website
- http://www.lmfg.net/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $16.29B
- Discretionary AUM
- $11.59B
- Non-discretionary AUM
- $4.70B
- Discretionary accounts
- 46,538
- Non-discretionary accounts
- 7,616
- Total accounts
- 54,154
- AUM per client
- $301K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 707 | $615.5M |
| Charitable organizations | 128 | $58.6M |
| High net worth individuals | 18,190 | $8.36B |
| Pension and profit sharing plans | 780 | $3.77B |
| Individuals (other than high net worth individuals) | 34,349 | $3.49B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 267 | 328 | increased by61 |
| Apr 1, 2026 | Clients | 45,782 | 54,154 | increased by8,372 |
| Apr 1, 2026 | AUM | $12,538,891,425 | $16,291,865,537 | increased by$3,752,974,112 |
| Apr 1, 2026 | Accounts | 45,782 | 54,154 | increased by8,372 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 276 | 267 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 46,516 | 45,782 | decreased by734 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,518,811,867 | $12,538,891,425 | increased by$2,020,079,558 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 46,506 | 45,782 | decreased by724 |
| Jun 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Employees | 280 | 276 | decreased by4 |
| Apr 1, 2022 | Clients | 18,702 | 46,516 | increased by27,814 |
| Apr 1, 2022 | AUM | $8,991,756,915 | $10,518,811,867 | increased by$1,527,054,952 |
| Apr 1, 2022 | Accounts | 28,555 | 46,506 | increased by17,951 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INDEPENDENT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INDEPENDENT FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.