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Independent Financial partners

Updated today

Client assets under management

$11,851,178,380

Clients

52,539

35% high-net-worth

Advisors

322

of 328 employees

Firm type

Enterprise

300-3,000 advisors or >$30B in AUM

Clients per advisor

163

Very High

Average account size

$225,569

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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Non-discretionary investment advice

Expertise

Retirement income strategy Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning services often charged as flat fees, negotiated based on service scope and complexity

Percentage

$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

Commissions

Offered through affiliated broker-dealer; commissions charged on brokerage transactions separate from advisory fees

Project-based

Financial planning and consulting services may be charged on an hourly basis, fees negotiated per engagement

Other

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 location

Independent Financial partners

3030 North Rocky Point Drive West, Suite 700

Tampa FL 33607, United States

Number of offices

172

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andres C

Series 63, Series 65

Tampa, FL

Independent Financial partners

Andres Castro is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized investment strategies and centralized asset management options.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Jeffrey B

CFP®, Series 66

Lone Tree, CO

Independent Financial partners

Jeffrey Blomgren is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he manages a rental property in Denver. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Robin B

Series 63, Series 66

Rochester, NY

Independent Financial partners

Robin Blackman is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at IFP Securities, LLC since 2019, Independent Financial Partners since 2011, and LPL Financial from 2009 to 2019. Additionally, he is involved in non-variable insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both discretionary and non-discretionary account management, with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Christopher W

Series 65, Series 66

Tampa, FL

Independent Financial partners

Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and LPL Financial, as well as operating his own advisory firm, Christopher Weismiller LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model that includes both discretionary and non-discretionary account management and notable retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Sami F

Series 63, Series 65

Torrance, CA

Independent Financial partners

Sami Farag is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at LPL Financial, Western Federal Credit Union, and UNIFY Financial Credit Union. He serves as a board member of Holy Resurrection Coptic Orthodox Church. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized and centralized investment management options, with a notable focus on retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Thomas A

CFA®, Series 66

San Diego, CA

Independent Financial partners

Thomas Alford is a CFA® charterholder with 16 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, having previously worked at firms including Triad Advisors, Resources Investment Advisors, and LPL Financial. Outside of his advisory role, he operates Trailhead Financial, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized model, allowing clients to choose from various investment strategies and managers, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Steven R

Series 63, Series 65

Tampa, FL

Independent Financial partners

Steven Reichert is a financial advisor at Independent Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, Reichert is the owner of Boardwalk Bookkeeping. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

David L

Series 66

Granger, IN

Independent Financial partners

David Littrell is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Independent Financial Partners and has previously worked at Edward Jones, Equitable Advisors, and Howard Bailey Securities. Littrell was formerly an AFLAC insurance agent and continues to receive residual income from in-force policies he sold. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Steven R

Series 63, Series 65

Phoenix, AZ

Independent Financial partners

Steven Radonich is a financial advisor with Independent Financial Partners in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Independent Financial Partners since 2018 and was previously with First Western Trust from 2016 to 2018. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Thomas P

Series 63, Series 66

Avon Lake, OH

Independent Financial partners

Thomas Petrus is a financial advisor with Independent Financial Partners, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Key Investment Services LLC for 14 years before joining Independent Financial Partners in 2022. Outside of advisory work, he is involved in fixed insurance sales and services through Pinnacle Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Matthew L

Series 63, Series 66

Chagrin Falls, OH

Independent Financial partners

Matthew Levine is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Prior to joining Independent Financial Partners in 2022, he worked for Key Investment Services LLC for 10 years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Walter I

Series 63, Series 65

Ridgeland, SC

Independent Financial partners

Walter Ickert is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes tenures at LPL Financial and long-standing roles with Northwestern National Life Insurance Company and Midland Mutual. He also operates a business offering a range of insurance products, including fixed and variable annuities, life insurance, and health-related coverages. Independent Financial Partners is a nationwide enterprise offering investment advisory, financial planning, trust, and retirement-plan services through a network of over 260 advisors. The firm supports a decentralized advisory model with specialized retirement-plan consulting and trustee services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Patrick M

CFP®, Series 66

Syracuse, NY

Independent Financial partners

Patrick Mahardy is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He currently works at Independent Financial Partners and previously spent 11 years with Commonwealth Financial Network. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Craig K

Series 63, Series 65

Jacksonville Beach, FL

Independent Financial partners

Craig Koproski is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Trust Portfolios L.P. for nine years. Outside of his advisory role, he owns an insurance agency, The Koproski Agency, in Jacksonville Beach, FL. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of roughly 261 independent advisors. The firm supports a decentralized advisory model, allowing individual advisors to set investment strategies while also offering centralized asset management and formal retirement-plan advisory capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Jonathan G

Series 63, Series 66

Tampa, FL

Independent Financial partners

Jonathan Gade is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously with LPL Financial from 2015 to 2019. Outside of his advisory role, he has experience as a behavioral health technician and has been involved in introducing clients to construction and remodeling services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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