Wealth Manager
    SEC Registered
    Manages Private Funds

    Independent Financial Partners

    Registered investment advisor · Tampa, Florida · CRD #125112

    Assets Under Management
    $16.3B
    Client Accounts
    54,154
    Employees
    328
    CRD Number
    125112
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc., Pershing Advisor Solutions Llc, Sei Investments Management Corp, Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Independent Financial Partners

    IFP provides asset management and financial advisory services to businesses.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Independent Financial Partners

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    Frequently Asked Questions

    What is Independent Financial Partners's AUM?

    Independent Financial Partners reports approximately $16.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Independent Financial Partners headquartered?

    Independent Financial Partners is headquartered in Tampa, Florida.

    What is Independent Financial Partners's CRD number?

    Independent Financial Partners's CRD number is 125112. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Independent Financial Partners manage?

    Independent Financial Partners manages approximately 54,154 client accounts according to its latest SEC filing.

    Is Independent Financial Partners SEC registered?

    Yes, Independent Financial Partners is registered with the SEC as an investment adviser with an approved registration status.

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