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| IFP Advisors LLC
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|---|---|
| CRD # | 125112 |
| SEC # | 801-69511 |
| CIK # | 0001641866 |
| AUM | 16.29 B (2026-06-29) |
| Employees | 328 (92% Investors, 86% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-341-0960 |
| Address | 3030 North Rocky Point Drive West Tampa, FL 33607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 0.1 | |
| Nvidia Corp | 0.1 | |
| Amazon Com Inc | 0.1 | |
| Microsoft Corp | 0.1 | |
| Alphabet Inc | 0.1 | |
| Alphabet Inc | 0.1 | |
| Advanced Micro Devices Inc | 0.0 | |
| iShares Comex Gold Trust | 0.0 | |
| Palo Alto Networks Inc | 0.0 | |
| Broadcom Inc | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34,349 | 3.5 |
| (b) Individuals (high net worth individuals) | 18,190 | 8.4 |
| (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 | 780 | 3.8 |
| (h) Charitable organizations | 128 | 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 | 707 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 54,154 | 16.3 |
| By Discretionary | ||
| Discretionary | 46,538 | 11.6 |
| Non-Discretionary | 7,616 | 4.7 |
| Total | 54,154 | 16.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.3 | |
| Total | 54,154 | 16.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001641866] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.1B |
| Serves | Institutional, Retail, Research |
| LEI | 593331424 |
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|---|---|---|
|
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|
CliftonLarsonAllen Wealth Advisors LLC
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|
Congress Asset Management Company LLP
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MA | 14.20 B |