Independent Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,851,178,380
Clients
52,539
Advisors
317
across 166 offices
About
Independent Financial Partners provides investment advisory, financial planning, trust and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. As disclosed in its Form ADV, the firm reported $12,538,891,425 in assets under management as of December 31, 2024 and supports a multi-advisor platform of roughly 261 advisors serving tens of thousands of individual, charitable, corporate and high-net-worth clients.
IFP’s advisory model is decentralized: investment strategies and philosophies are set by individual IARs but clients can also elect to use centralized IFP Asset Management (IFPAM), third‑party asset managers, or wrap programs. Accounts may be managed on a discretionary or non‑discretionary basis, clients can impose written restrictions, and the firm maintains ongoing supervisory and transaction‑review processes overseen by a home‑office compliance and supervision team.
What is most notable versus many peers is the firm’s formal retirement‑plan advisory and pension consulting capability — including both ERISA 3(21) (non‑discretionary) and 3(38) (discretionary) services, IPS development, QDIA and vendor due diligence — and its written processes to comply with DOL rollover guidance (PTE 2020‑02). IFP also partners with National Advisors Trust to provide directed trustee services for trusts and non‑registered assets, and operates affiliated broker‑dealer and insurance entities that the firm discloses and supervises to address related conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning services often charged as flat fees, negotiated based on service scope and complexity
$0+: Negotiated; may be tiered with breakpoints set by individual IARs up to 2.0% max $0+: Up to 2.5% max with Third Party Asset Managers (TPAMs) included
Offered through affiliated broker-dealer; commissions charged on brokerage transactions separate from advisory fees
Financial planning and consulting services may be charged on an hourly basis, fees negotiated per engagement
Minimum fee: Minimum fees vary by IAR; some IARs may charge flat fees regardless of account size Fee-only: Financial planning fees charged as flat fees, negotiated per client and service complexity
Main office
See office3030 N. Rocky Pt. Dr. W., Suite 700
Tampa FL 33607
Advisors at this office
45
Offices (166)
Tampa, FL N. Rocky Pt. Dr. W.
3030 N. Rocky Pt. Dr. W. Suite 700, Tampa, FL 33607
45 advisors
Edmond, OK
869 E 33rd St, Edmond, OK 73013
7 advisors
Louisville, KY
9700 Bunsen Parkway, Louisville, KY 40299
6 advisors
Schaumburg, IL
1515 E. Woodfield Rd. Ste 840, Schaumburg, IL 60173
6 advisors
Shevano, TX
4079 De Zavala Road, Shevano, TX 78249
6 advisors
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Acumen Capital Group · Advanced Strategies Group · Advanced Wealth Solutions · Advice4 Life · Advisory Services Of New England · Alpha Capital Group · Alphalogic Wealth Management · Ameritrust Capital Management · Anchorpoint Wealth · Ascension Financial Advisors · Athanassie Capital Partners · Ausdal Financial Partners, Inc. · Balanced Asset Strategies, Ltd. · Berry Wealth Management · Blackman · Blueprint Financial · Blueprint Wealth Management · Bosch Private Wealth · Bucher · Callesen Wealth Management · Canary Wealth Strategies · Capital Conclusions Corp · Carthage Savings · Castrinos Financial · Centerbridge Planning Group · Certa Financial Planning · Cjk Investment Consultants · Clear Advice Financial · Cogent Wealth Management, LLC · Compound Capital Inc, LLC · Connors Wealth Management · Core Wealth Management · Cornerstone Wealth Management · Cosgriff Wealth Management · Covenant Wealth Management · Crow Creek Wealth · Cypress Wealth Management · Dew Financial Management Group · Dickman Wealth Management · Directional Wealth · Dty Wealth Planning Solutions · Ebner Financial Group, LLC · Executax Financial · Farhat Financial Services · Fiduciary Private Wealth · Finspire, LLC · First Federal · First Rise Investments · Flautt Financial LLC · Forstrum Wealth Management · Fortiv · Fortus Financial · Four Oaks Financial · Franklin Wealth Advisors · Frontline Wealth Management · Fuhrman Management Associates · Generations Planning Group · Generations Wealth Advisors · Gi Financial Services · Gps Wealth Management · Great Wealth Management · Green Asset Management · Greenbridge Wealth Management · Grok Capital · Grow Live Give · Growthplus · Gunter Financial · Halberg Financial · Harbor Wealth Advisors · Highpoint Capital, LLC · Hitchcock Maddox Financial Partners · Hollander & Associates, LLC · Holliger Financial Consultants · Horizon Planning Group · Ifp · Independent Financial Management, LLC · Inflection Point Wealth Management · Integrated Wealth Management · Intentional Wealth · Jones Advisor · Jrs Wealth Management · Kelly Bratton Investments LLC · Keystone Private Wealth · Kidder Advisers · Kimmel Financial Advisors · Klaus Financial Group · Landmark Advisors · Lang Gildig Wealth Advisory, LLC · Lanza Speziale Monshi · Legacy Financial Solutions · Legacy Wealth Management · Lifemore Financial Group · Lifetime Wealth Strategies · Madaris Investment Group · Manes Financial Services · Marziale · Miller Wealth Partners · Monumental Wealth Ria · Mountain Legacy Family Wealth Partners · Mullins Financial · Next Level Financial LLC · Nielson Wealth Management · Oak Financial Group · One Digital · Partners Wealth Management · Performance Wealth Management · Pfs Financial · Physicians Financial Services · Pilot Capital Management Corp · Pine Tree Wealth Management · Pointer Financial Group · Postillion Wealth Management · Primequest Wealth Strategies · Prudent Process · Qtr Family Wealth · Radiantvest · Ranta · Retirement Plan Solutions · Ridgeline Advisors · Ripple Wealth Management · Risen Son Financial · Rlk Advisory Group · Rockwood Wealth Management · Rome · Round Table Retirement Partners · Sammut Wealth Management, LLC · Sd Martin Financial Services · Severn Financial Advisors LLC · Shenk Wealth Solutions · Shepherd Wealth Advisory · Sherman Financial LLC · Sitrep Financial · Solidarity Financial · Somerville Investments · Sponseller · Steele Capital Management · Stirling Capital, Ltd · Stonelake Wealth Management · Syme Financial Services · Talmage Financial Group · Tampa Financial Group · Texas United Wealth Management · The Merritt Advisory Group · Trailhead Financial · Tubridy · Unify Investment Solutions · Van Horn Financial Services · Vertical Wealth, LLC · Vondrak · Walter Ickert And Associates · Waterbury · Wealth Advisors Who Care · Wealth Solutions, LLC · Weinstein Financial Group, LLC. · Wellspring Advisor Group · West Tn Wealth Management · Wharton Hill Investment Advisors · White · Wj Yost Financial Services · Working Capital(ist) · Yarrell Creek Wealth · Zebra Financial, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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