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INDEPENDENT FINANCIAL PARTNERS
Legal name: IFP ADVISORS, LLC
CRD 125112File 801-69511
APPROVED
Retail clients
Disclosure events
Filing as of Aug 10, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.