Independent Financial partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,538,891,425
Total clients
44,206
32% high-net worth
Total advisors
261
of 267 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
169
Average account size
$283,647
Client services
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Independent Financial partners
3030 North Rocky Point Drive West, Suite 700
Tampa FL 33607, United States
Number of offices
156
Quick links
Advisors at this firm
Andres C
Series 63, Series 65
Tampa, FL
Independent Financial partners
Jeffrey B
Series 66
Tampa, FL
Independent Financial partners
Robin B
Series 63, Series 66
Rochester, NY
Independent Financial partners
Christopher W
Series 65, Series 66
Tampa, FL
Independent Financial partners
Sami F
Series 63, Series 65
Los Angeles, CA
Independent Financial partners
Thomas A
CFA®, Series 66
Tampa, FL
Independent Financial partners
Steven R
Series 65
Tampa, FL
Independent Financial partners
David L
Series 66
Tampa, FL
Independent Financial partners
Steven R
Series 63, Series 65
Tampa, FL
Independent Financial partners
Thomas P
Series 63, Series 66
Avon Lake, OH
Independent Financial partners
Matthew L
Series 63, Series 66
Chagrin Falls, OH
Independent Financial partners
Walter I
Series 63, Series 65
Ridgeland, SC
Independent Financial partners
Patrick M
CFP®, Series 66
Syracuse, NY
Independent Financial partners
Craig K
Series 63, Series 65
Jacksonville Beach, FL
Independent Financial partners
Jonathan G
Series 63, Series 66
Tampa, FL
Independent Financial partners
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