firm profile
Independent Financial Partners
Overview
Independent Financial Partners is an SEC registered investment adviser based in Tampa, FL, registered since 2008. It reports $16.3B in assets under management across 54,154 accounts, with 328 employees. It has 313 investment adviser representatives.
- Reported AUM
- $16.3B
- Discretionary
- 71%
- Accounts
- 54,154
- Average account
- $301K
- Employees
- 328
- Advisory reps
- 313
- Registered since
- 2008
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 8
- William Christopher Hamm President, Chief Executive Officer CRD 5814331
- William Eugene Hamm Executive Chairman CRD 1227713
- Aaron Lee Gilman Chief Investment Officer CRD 5611425
5 more executive officers, with direct contact details
Advisory reps 3 of 313
- Jeffery A Acheson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 706698
- Tyler Joseph Acheson Investment Adviser Rep CRD 7262895
- Anthony Adamo Jr. Insurance Agent · Investment Adviser Rep CRD 1900348
310 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3030 N Rocky Point Dr W Ste 700
Tampa, FL 33607 - County
- Hillsborough
- Metro area
- Tampa-St. Petersburg-Clearwater, FL
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: wealthadvisorswhocare.com
Every state, with registration dates
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