Provided by Convergence Inc.
Institutional intelligence for the asset management industry

IFP ADVISORS, LLC

Business and Investment Profile

The IFP ADVISORS, LLC is a privately held investment adviser that advises $16.29Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. IFP ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 81.19% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 17.87 years and is comprised of 1 filing and 0 relying advisers. They operate out of 160 office locations with their Headquarters at 3030 NORTH ROCKY POINT DRIVE WEST SUITE 700, TAMPA, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 328 employees comprised of 302 investment and 26 non-investment staff. The total number of Employees increased by 17.14% over the last 5-years.

Asset Profile

Their $16.29Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1,615 other accounts. Assets of High Net Worth Individuals clients own $8.36Bn or 51.31% of Total Assets and Pension and Profit Sharing Plans-Private own $3.77Bn or 23.12% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

IFP ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: IFP ADVISORS, LLC

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: IFP Advisors, IFP
Generated 2026-09-12T06:47:59.4591983.  © 2026 Convergence.