This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-06-1996
- Office Locations
- 188
Office Locations
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.
Reported data analysis
What the numbers show
Between December 4, 2025 and August 10, 2026, reported AUM increased 29.9%, from $12.5B to $16.3B.
Across 5 reported observations, AUM increased 54.9% between September 8, 2022 and August 10, 2026, from $10.5B to $16.3B.
Of the latest reported AUM, 71.2% is discretionary and 28.8% is non-discretionary.
The firm reports 302 advisory representatives and 54,154 clients, or 179.3 clients per representative. That equates to $300.8K in reported AUM per client.
The profile lists 188 reported office locations and 30 years in operation. The source data was last updated on August 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Independent Financial Partners's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Independent Financial Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFERY ALLEN ACHESON
--
- CRD
- #706698
- Ownership
- Less than 5%
CHRISTOPHER MARCELLUS BROOKS
DIRECTOR OF SUPERVISION, Financial Advisor, General Partner
- CRD
- #4529687
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
Unlock allContacts
tyler joseph acheson
Director
- CRD
- #7262895
ANTHONY ADAMO JR
--
- CRD
- #1900348
Showing 2 of 321 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Independent Financial Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Independent Financial Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing