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Independent Financial Partners
IFP was established as a broker-dealer and registered investment advisor platform designed to give independent financial advisors the operational leverage of a...
Independent Financial Partners
IFP was established as a broker-dealer and registered investment advisor platform designed to give independent financial advisors the operational leverage of a larger firm without surrendering their entrepreneurial autonomy. Headquartered in Tampa, the firm serves a network of advisors across the United States, offering compliance support, technology tools, and access to investment products. The firm's strategy revolves around aggregating independent advisory practices and connecting them with retirement plan providers, asset managers, and insurance carriers. IFP advisors typically focus on corporate retirement plans, individual wealth management, and insurance solutions, with product shelves spanning mutual funds, ETFs, annuities, and advisory platforms. The firm does not operate as a direct investor or principal in private markets; its economic model relies on recurring fee-based and commission-based revenue from advisor production. Team scale and overall platform assets are not publicly disclosed. IFP maintains its central hub in Tampa, with a geographically distributed advisor workforce. Adjacent institutional vehicles or proprietary fund structures have not been publicly announced. The firm's structural distinction lies in its pure-play platform economics: IFP essentially functions as a utility layer for independent advisors, monetizing product access and compliance infrastructure rather than competing with its own advisors through a house investment strategy. This architecture places it in the same category as firms like LPL Financial or Cetera, though at a more regional scale.
General information
Firm type
Bank / Wealth / Trust
Year founded
2004
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, FL, United States
Frequently asked questions
What is IFP's core business model?
IFP functions as a hybrid platform—both a registered investment advisor and a broker-dealer—servicing independent financial advisors. The firm provides compliance oversight, technology, and access to a curated shelf of investment and insurance products. Revenue derives from the production of its affiliated advisor network.
Does IFP invest proprietary capital or operate investment funds?
No. Based on its structure as an advisor platform and broker-dealer, IFP does not manage a proprietary book of direct investments or pooled funds. It facilitates product distribution for asset managers and insurers through its advisor network.
How does IFP's platform compare to peers like LPL Financial?
IFP occupies the same independent-broker-dealer and corporate RIA category as LPL, Cetera, and Osaic. The key similarity is the core offering: compliance infrastructure and product access. IFP operates at a smaller scale and maintains a single headquarters in Tampa, with a more concentrated advisor footprint.
What types of advisors typically affiliate with IFP?
IFP serves independent financial advisors, many of whom manage corporate retirement plans, individual wealth portfolios, and insurance needs. The platform attracts entrepreneurial advisors seeking institutional-grade compliance and technology support without joining a wirehouse.
Is IFP a family office or does it manage family capital?
No. IFP is not a family office and does not manage a single family's wealth. It is an institutional platform that enables independent advisors to operate their own practices under IFP's regulatory umbrella.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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