{ "crd_number": 125112, "slug": "independent-financial-partners-tampa-fl-125112", "primary_business_name": "INDEPENDENT FINANCIAL PARTNERS", "legal_name": "IFP ADVISORS, LLC", "dbas": [ "ACUMEN CAPITAL GROUP", "ADVANCED STRATEGIES GROUP", "ADVANCED WEALTH SOLUTIONS", "ADVICE4LIFE", "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", "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" ], "city": "Tampa", "state": "FL", "country": "United States", "cbsa_code": "45300", "metro": { "cbsa_code": "45300", "common_name": "Tampa", "msa_name": "Tampa-St. Petersburg-Clearwater, FL", "path": "/advisors/fl/tampa" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2008-09-19", "years_registered": 18, "period": "2026-10-01", "filing_date": "2026-09-30", "carried_forward": false, "raum_total": 16291865537.0, "raum_discretionary": 11592406463.0, "raum_non_discretionary": 4699459074.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 328, "advisory_employees": 302, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 58621304.0, "count": 128 }, "individuals": { "raum": 3492396915.0, "count": 34349 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 3766559181.0, "count": 780 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 8358781465.0, "count": 18190 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 615506672.0, "count": 707 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "other", "pension_consulting", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 5, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "ND", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "PR", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VI", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://acginv.com", "https://advancedwealth.solutions", "https://advisoryservicesofnewengland.com", "https://alphalogicwealth.com", "https://ameritrust.us", "https://apwealthplanning.com", "https://ascensionfa.com", "https://balancedassetstrategies.com", "https://berrywealthmanagement.com", "https://blueprint1.net", "https://boschfinancial.com", "https://callesenwealth.com", "https://capitalconclusions.com/index.html", "https://carthagesavings.com", "https://centerbridgeplanning.com", "https://certaplanning.com", "https://cjkinvest.com", "https://clearadvicefinancial.com", "https://corewm.com", "https://cosgriffwealth.com", "https://covenantwealthmanagement.com", "https://crowcreekwealth.com", "https://dewfmg.com", "https://dickmanwealthmanagement.com", "https://directionalinvestments.com", "https://dtywealthplanningsolutions.com", "https://facebook.com/IndependentFinancialPartners", "https://fiduciaryprivate.com", "https://finspireme.com", "https://firstrise.com", "https://fortiv.com", "https://fouroaksfinancial.com", "https://franklinwealthadvisors.net", "https://frontlinewealthmgmt.com", "https://genplangrp.com", "https://getkbinvest.com", "https://greenbridgewm.net", "https://grokwealth.com", "https://growlivegive.com", "https://gwagranger.com", "https://gwmanage.com/index.html", "https://harborwealthadvisors.com", "https://highpointfl.com", "https://hollanderllc.com", "https://holligerfinancial.com", "https://ifpartners.com", "https://inflectionpointwm.com", "https://insightfinancialadvisor.com", "https://instagram.com/if_partners", "https://intentional-wealth.com", "https://investab.com", "https://keystoneprivatewealth.com", "https://kidderadvisers.com", "https://kimmelfinancialadvisors.com", "https://klausfg.com", "https://legacyfinancialsolutions.com", "https://legacywealthky.com", "https://lgwealthadvisory.com", "https://lifetimewealthstrategies.net", "https://lifetimewealthstrategies.net/home", "https://linkedin.com/company/ifpartners", "https://lmfg.net", "https://mtnlegacy.com", "https://myfortus.com", "https://myhorizonpg.com", "https://myiwm.com", "https://mystrategyteam.com", "https://nielsonwealth.com", "https://partnerswealth.net", "https://pfsfinancialfirm.com", "https://pinetreewealthmanagement.com", "https://pointerfg.com", "https://postillionllc.com", "https://primequestwealth.com", "https://qtrfamily.com", "https://radiantvest.com", "https://ridgelineadvisors.us", "https://ripplewealthmgmt.com", "https://risensonfinancial.com", "https://rlkadvisorygroup.com", "https://roundtableretirementpartners.com", "https://rplansolutions.com", "https://sammadaris.com", "https://sammutwealth.com", "https://sdmfinancial.com", "https://shenkcm.com", "https://sitrepfinancial.com/index.html", "https://solidarityfinancial.com/home.html", "https://somervilleinvestments.com", "https://southernprivatewm.com/index.html", "https://stirlingcapital.org", "https://stonelakewealthmgmt.com", "https://symefs.com", "https://tampafinancialgroup.com", "https://theperformancewealth.com", "https://thezebrafinancial.com", "https://twitter.com/IF_Partners", "https://vanhornfs.com", "https://wealthadvisorswhocare.com", "https://weinsteinfinancialgroup.com", "https://wellspringadvisor.com/index.html", "https://whartonhillia.com", "https://wjyost.com", "https://yarrellcreekwealth.com", "https://youtube.com/@IndependentFinancialPartners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125112", "disclosure_items": [ { "item": "11.C(2)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?" }, { "item": "11.C(4)", "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" }, { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "TAMPA", "url": "https://advisorcensus.com/firm/independent-financial-partners-tampa-fl-125112", "display_name": "Independent Financial Partners", "summary": "Independent Financial Partners is an SEC-registered investment advisory firm in Tampa, FL, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.", "citation": "AdvisorCensus. Independent Financial Partners (CRD 125112): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Pension consulting services", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops", "Other" ], "quick_answers": [ { "q": "How is Independent Financial Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Independent Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Independent Financial Partners located?", "a": "Independent Financial Partners' principal office is in Tampa, FL, according to its Form ADV; the October 2026 filing also lists 146 other offices (Schedule D, Section 1.F)." }, { "q": "Is Independent Financial Partners registered with the SEC or a state?", "a": "Independent Financial Partners is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 125112." }, { "q": "How much does Independent Financial Partners manage?", "a": "Independent Financial Partners reports $16,291,865,537 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (71% discretionary)." }, { "q": "How have Independent Financial Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Independent Financial Partners: Regulatory assets under management: $8,991,756,915 in the October 2021 data and $16,291,865,537 in the October 2026 data, up 81%. Total employees: 280 in October 2021 and 328 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Independent Financial Partners serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34,349); high net worth individuals (18,190); pension and profit sharing plans (but not the plan participants or government pension plans) (780)." }, { "q": "Which custodians does Independent Financial Partners use?", "a": "Independent Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Pershing Advisor Solutions LLC, Pershing LLC and SEI as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Independent Financial Partners report any disciplinary disclosures?", "a": "Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125112" }, { "q": "What changed in Independent Financial Partners' recent Form ADV filings?", "a": "In the October 2026 filing data: No longer lists the business name Shenk Capital Management. Added the business name Shenk Wealth Solutions. Added the business name Lang Gildig Wealth Advisory, LLC. Added the business name Flautt Financial LLC. Added the business name Ebner Financial Group, LLC. Added an office in Brentwood, TN. Added an office in West Jefferson, OH." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 8991756915.0, "total_employees": 280, "filing_date": "2021-04-26" }, { "period": "2022-10-01", "regulatory_assets_under_management": 10518811867.0, "total_employees": 276, "filing_date": "2022-09-08" }, { "period": "2023-10-01", "regulatory_assets_under_management": 8915756449.0, "total_employees": 273, "filing_date": "2023-06-21" }, { "period": "2024-10-01", "regulatory_assets_under_management": 9761355350.0, "total_employees": 267, "filing_date": "2024-09-23" }, { "period": "2025-10-01", "regulatory_assets_under_management": 12538891425.0, "total_employees": 267, "filing_date": "2025-07-03" }, { "period": "2026-10-01", "regulatory_assets_under_management": 16291865537.0, "total_employees": 328, "filing_date": "2026-09-30" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "No longer lists the business name Shenk Capital Management.", "Added the business name Shenk Wealth Solutions.", "Added the business name Lang Gildig Wealth Advisory, LLC.", "Added the business name Flautt Financial LLC.", "Added the business name Ebner Financial Group, LLC.", "Added an office in Brentwood, TN.", "Added an office in West Jefferson, OH." ] }, { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Added the business name JRS Wealth Management.", "Added an office in Mason, OH.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Added the business name Steele Capital Management.", "Added an office in Olympia, WA." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Added the business name Van Horn Financial Services.", "Added the business name Severn Financial Advisors LLC.", "Added an office in Annapolis, MD.", "Added an office in Sioux Falls, SD." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Added the business name Ausdal Financial Partners, Inc..", "Added the business name Greenbridge Wealth Management.", "Added the business name Legacy Wealth Management.", "Added the business name Berry Wealth Management.", "Added the business name ADVICE4LIFE.", "Regulatory assets under management went from $12,538,891,425 to $16,291,865,537 (+30%).", "Employees performing advisory functions went from 261 to 302.", "Changed its office addresses in Cincinnati, OH.", "Changed its office addresses in Fort Washington, PA.", "Changed its office addresses in Greenwood Village, CO.", "Added an office in Afton, WY.", "Added an office in Albany, NY.", "Added an office in Alexendria, LA.", "Added an office in Allentown, PA.", "Added an office in Altamonte Springs, FL.", "Added an office in Aquebogue, NY.", "Added an office in Atlanta, GA.", "Added an office in Auburndale, FL.", "Added an office in Austin, TX.", "Added an office in Avon Lake, OH.", "Added an office in Baltimore, MD.", "Added an office in Barrington, RI.", "Added an office in Belmont, MI.", "Added an office in Boca Raton, FL.", "Added an office in Boise, ID.", "Added an office in Braselton, GA.", "Added an office in Brookfield, WI.", "Added an office in Buffalo, NY.", "Added an office in Camillus, NY.", "Added an office in Carmel, IN.", "Added an office in Castle Rock, CO.", "Added an office in Chagrin Falls, OH.", "Added an office in Clarence Center, NY.", "Added an office in Clearwater, FL.", "Added an office in Cleveland, OH.", "Added an office in Columbia, TN.", "Added an office in Conshohocken, PA.", "Added an office in Crescent Springs, KY.", "Added an office in Dallas, TX.", "Added an office in Daniel Island, SC.", "Added an office in Deerfield Beach, FL.", "Added an office in Denver, CO.", "Added an office in Denver, NC.", "Added an office in Downingtown, PA.", "Added an office in Edina, MN.", "Added an office in Enola, PA.", "Added an office in Fayettville, NY.", "Added an office in Fort Lauderdale, FL.", "Added an office in Fort Thomas, KY.", "Added an office in Gainsville, FL.", "Added an office in Glen Rock, PA.", "Added an office in Glendale, CA.", "Added an office in Granger, IN.", "Added an office in Great Bend, KS.", "Added an office in Grovetown, GA.", "Added an office in Highland Park, IL.", "Added an office in Hockessin, DE.", "Added an office in Holmes Beach, FL.", "Added an office in Hoover, AL.", "Added an office in Hudson, FL.", "Added an office in Hunt Valley, MD.", "Added an office in Irvine, CA.", "Added an office in Jackson, MS.", "Added an office in Jackson, TN.", "Added an office in Jacksonville Beach, FL.", "Added an office in Jacksonville, FL.", "Added an office in La Grange, IL.", "Added an office in Lake Mary, FL.", "Added an office in Land O' Lakes, FL.", "Added an office in Lexington, KY.", "Added an office in Live Oak, FL.", "Added an office in Lockport, NY.", "Added an office in Lone Tree, CO.", "Added an office in Los Angeles, CA.", "Added an office in Meridianville, AL.", "Added an office in Metairie, LA.", "Added an office in Miami, FL.", "Added an office in Middletown, OH.", "Added an office in Mill Creek, WA.", "Added an office in New Albany, OH.", "Added an office in New Smyrna Beach, FL.", "Added an office in Oregon, OH.", "Added an office in Orlando, FL.", "Added an office in Palm Beach Gardens, FL.", "Added an office in Palm Harbor, FL.", "Added an office in Parkland, FL.", "Added an office in Pensacola, FL.", "Added an office in Philadelphia, PA.", "Added an office in Phoenix, AZ.", "Added an office in Planation, FL.", "Added an office in Plattsburgh, NY.", "Added an office in Plymouth, MN.", "Added an office in Port Orange, FL.", "Added an office in Portsmouth, NH.", "Added an office in Raleigh, NC.", "Added an office in Ramona, CA.", "Added an office in Redondo Beach, CA.", "Added an office in Ridgeland, SC.", "Added an office in Rochester, NY.", "Added an office in Sabetha, KS.", "Added an office in San Antonio, TX.", "Added an office in San Diego, CA.", "Added an office in San Francisco, CA.", "Added an office in Santa Ynez, CA.", "Added an office in Sarasota, FL.", "Added an office in Savannah, GA.", "Added an office in Schaumburg, IL.", "Added an office in Skaneateles, NY.", "Added an office in South Lake, TX.", "Added an office in South Miami, FL.", "Added an office in Spokane, WA.", "Added an office in St George, UT.", "Added an office in St Petersburg, FL.", "Added an office in Stamford, CT.", "Added an office in Sun City Center, FL.", "Added an office in Syracuse, NY.", "Added an office in Tampa, FL.", "Added an office in Twin Falls, ID.", "Added an office in Umatilla, FL.", "Added an office in Uniondale, NY.", "Added an office in University Park, FL.", "Added an office in Valrico, FL.", "Added an office in Vero Beach, FL.", "Added an office in Watertown, NY.", "Added an office in Weston, FL.", "Added an office in Wexford, PA.", "Added an office in Wichita, KS.", "Added an office in Williamsville, NY.", "Added an office in Winder, GA.", "Added an office in Winter Haven, FL.", "Added an office in York, PA.", "Added an office in Youngstown, OH.", "Added an office in Yulee, FL.", "No longer lists an office in Englewood, CO.", "No longer lists an office in Wauwatosa, WI.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Added the business name Acumen Capital Group.", "Added the business name Advanced Strategies Group.", "Added the business name Advanced Wealth Solutions.", "Added the business name Advisory Services of New England.", "Added the business name Alpha Capital Group.", "Added the business name Alphalogic Wealth Management.", "Added the business name Anchorpoint Wealth.", "Added the business name Ascension Financial Advisors.", "Added the business name Blackman.", "Added the business name Blueprint Financial.", "Added the business name Bosch Private Wealth.", "Added the business name Bucher.", "Added the business name Callesen Wealth Management.", "Added the business name Canary Wealth Strategies.", "Added the business name Capital Conclusions Corp.", "Added the business name Carthage Savings.", "Added the business name Certa Financial Planning.", "Added the business name CJK Investment Consultants.", "Added the business name Clear Advice Financial." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false }, { "name": "Pershing Advisor Solutions LLC", "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC", "affiliated": false }, { "name": "Pershing LLC", "name_as_filed": "PERSHING LLC", "affiliated": false }, { "name": "SEI", "name_as_filed": "SEI", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/independent-financial-partners-tampa-fl-125112.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 34349, "fewer_than_5": false, "raum": 3492396915.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 18190, "fewer_than_5": false, "raum": 8358781465.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 780, "fewer_than_5": false, "raum": 3766559181.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 128, "fewer_than_5": false, "raum": 58621304.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 707, "fewer_than_5": false, "raum": 615506672.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 5 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125112", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }