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| Happy Holidays!! thanks for using AUM13F!! |
| IFP Advisors LLC
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| CRD # | 125112 |
| SEC # | 801-69511 |
| CIK # | 0001641866 |
| AUM | $12.5 B (2025-07-03) |
| Employees | 267 (98% Investors, 91% Brokers) |
| Phone | 813-341-0960 |
| Address | 3030 North Rocky Point Drive West Tampa, FL 33607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30,256 | 2.9 |
| (b) Individuals (high net worth individuals) | 13,950 | 6.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 807 | 2.9 |
| (h) Charitable organizations | 143 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 626 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 45,782 | 12.5 |
| By Discretionary | ||
| Discretionary | 39,529 | 11.3 |
| Non-Discretionary | 6,253 | 1.3 |
| Total | 45,782 | 12.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.5 | |
| Total | 45,782 | 12.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001641866] |
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|---|---|---|
|
Appleton Partners Inc
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MA | 13.5 |
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Investment Research & Advisory Group Inc
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GA | 13.2 |
|
Goldman Sachs Asset Management Hong Kong Limited
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12.9 | |
|
Circle Wealth Management LLC
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NJ | 12.5 |
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Osaic Advisory Services LLC
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GA | 12.5 |
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CliftonLarsonAllen Wealth Advisors LLC
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MN | 12.3 |
|
Macquarie Investment Management Austria Kapitalanlage AG
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12.3 | |
|
Bleakley Financial Group LLC
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NJ | 12.1 |
|
Newedge Wealth LLC
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CT | 12.1 |
|
The Mather Group LLC
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IL | 11.7 |