I
$16.3B Total AUM
$11.6B Disc. AUM
-- 3Y CAGR
328 Employees
54,154 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- PeakPrime
- Established Date
- 06-06-1996
- Office Locations
- 185
Office Locations
101 Knowell Road Camillus NY
101 N. Atlantic AVE Cocoa Beach FL
101 West ELM Street Suite 340 Conshohocken PA
About Independent Financial Partners
Independent Financial Partners is a partner platform for independent financial professionals, combining business coaching with a proprietary digital platform and in-house IT. Advisors can outsource portfolio management to its asset management team and tap in-house marketing/design, virtual admin, and employer/retirement plan solutions. Offers a payout grid up to 97% and multi-custodian flexibility (e.g., Pershing, Fidelity) without added admin fees.
Team overview
47 AVG AGE
$53.9M AVG AUM / ADVISOR
$300.8K AVG AUM / CLIENT
6.9 yrs AVG TENURE
328 Employees
302 Advisory Reps
297 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Quantum frontier Pathway meridian North timber Value horizon Eagle Pioneer Alpha Vector Delta Eagle Fusion foundation Pioneer
Client Personas
Atlas Signal ridge Signal focus
CRM
Capital
Custodian
Harbor wave Timber Summit Focus Quantum fusion
Investment Themes
Beacon Zenith bridge Delta legacy Radial Ridge
Investment Vehicles
Eagle Wave frontier Foundation vector
Platform
Alpha Signal
Services
Vector eagle Prime ember Pioneer Optima alpha Capital frontier Vector quantum Pioneer Wave optima Element crest Bridge
Technology
Zenith beacon Glacier vertex
Owner & Executives
JEFFERY ALLEN ACHESON
--
- CRD
- #706698
- Ownership
- Less than 5%
(284) 786-5551
optima.unison@meridiancapital.com
in linkedin.com/in/matrix-catalyst
C
CHRISTOPHER MARCELLUS BROOKS
DIRECTOR OF SUPERVISION, Financial Advisor, General Partner
- CRD
- #4529687
- Ownership
- Less than 5%
(376) 726-1156
capital.crest@legacycapital.com
in linkedin.com/in/glacier-capital
P
Prime wave
Insight alpha frontier
- CRD
- #97148
- Ownership
- 42.9%
(908) 963-9298
pathway.horizon@frontiercapital.com
in linkedin.com/in/frontier-insight
Showing 2 of 7 owners & executives
Unlock allContacts
T
tyler joseph acheson
Director
- CRD
- #7262895
(476) 647-1720
vital.capital@timbercapital.com
in linkedin.com/in/summit-foundation
ANTHONY ADAMO JR
--
- CRD
- #1900348
(407) 396-7926
radial.capital@unisoncapital.com
in linkedin.com/in/unison-pioneer
B
Beacon value
Quantum unison foundation
- CRD
- #16422
(388) 966-5389
pioneer.frontier@vertexcapital.com
in linkedin.com/in/prime-signal
Showing 2 of 320 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,592,406,463 | $249,096 |
| Non-Discretionary | $4,699,459,074 | $617,051 |
| Total | $16,291,865,537 | $300,843 |
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Separately Managed Accounts
Total SMA Asset: $16,291,865,537
Public Funds:
12.3% Equity - Exchange:
16.2% Cash:
13.9% Municipal Bonds:
21.1% Other:
13.9% U.S. Government/Agency:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $406,552,019 | 12.3% |
| Equity - Exchange | $535,458,757 | 16.2% |
| Cash | $459,436,835 | 13.9% |
| Municipal Bonds | $697,418,505 | 21.1% |
| Other | $459,436,835 | 13.9% |
| U.S. Government/Agency | $746,998,019 | 22.6% |
| Total | $3,305,300,970 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME FOUNDATION | BEACON RIDGE | PYFE7FEQU | TXPDX | 2.81% | $35,165,032 |
| HARBOR OAK ELEMENT | WAVE ATLAS | IM9QSK2PL | SZVGX | 0.66% | $73,961,070 |
| ELEMENT BEACON PIONEER | ELEMENT CREST | D97EZF6B6 | GWO | 0.75% | $30,004,882 |
| FOUNDATION PIONEER EAGLE | HORIZON VALUE | RJ93IVYTP | HCSOK | 8.07% | $48,279,217 |
| HARBOR NORTH WAVE | RIDGE FRONTIER | FT8BM7HNH | TANSP | 1.01% | $80,341,153 |
| HARBOR QUANTUM | CREST DELTA | RZDBMIEOI | ZELM | 0.70% | $32,605,072 |
| ELEMENT VITAL | PEAK PIONEER | HBX6ZM3EJ | CDB | 2.83% | $58,658,275 |
| HARBOR CAPITAL BRIDGE | FOCUS CATALYST | 0F7UIL9IY | BGBOR | 1.25% | $108,335,582 |