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Ifp Advisors

SEC-registered adviser since 2008Tampa, FLCRD 125112

$16.3B
AUM
54,154
Clients
See fees
Fee
302
Advisory staff

From Form ADV filed 30 September 2026 · data retrieved 15 October 2026SEC record

Ifp Advisors is an investment adviser headquartered in Tampa, Florida, and registered with the SEC since 2008. Its clients include high-net-worth individuals, pension and profit-sharing plans, and other individuals. High-net-worth individuals account for 51% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Fee arrangements include a percentage of assets under management, hourly charges, fixed fees and other arrangements. Ifp Group, LLC owns 75% or more of Ifp Advisors, and William Hamm is its CEO.

Clients

Ifp Advisors serves 54,154 clients, 18,190 of them high-net-worth individuals. The average client has about $301,000 with the firm, and high-net-worth clients hold 51% of its $16.3 billion in assets.

Regulatory assets by client type
  • Individuals34,349 clients21%
  • High-net-worth individuals18,190 clients51%
  • Pension and profit-sharing plans780 clients23%
  • Corporations and other businesses707 clients4%
  • Charitable organizations128 clients0%
Show client breakdown
Individuals (other than HNW)
Clients
34,349
Regulatory AUM
$3,492,396,915
Share
21.4%
Avg. per client
$102K
High-net-worth individuals
Clients
18,190
Regulatory AUM
$8,358,781,465
Share
51.3%
Avg. per client
$460K
Pension and profit-sharing plans
Clients
780
Regulatory AUM
$3,766,559,181
Share
23.1%
Avg. per client
$4.83M
Charitable organizations
Clients
128
Regulatory AUM
$58,621,304
Share
0.4%
Avg. per client
$458K
Corporations and other businesses
Clients
707
Regulatory AUM
$615,506,672
Share
3.8%
Avg. per client
$871K

Total

Clients
54,154
Regulatory AUM
$16,291,865,537
Share
100%
Avg. per client
$301K

What it does

Ifp Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars and other activities. It is paid through a percentage of assets, hourly charges, fixed fees and other arrangements.

Ifp Advisors provided financial planning to 101–250 clients last fiscal year and advises no private funds.

71.2% of assets ($11.59B across 46,538 accounts) are managed with discretion; $4.70B across 7,616 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks31%
  • Funds62%
  • Bonds2%
    • U.S. government and agency bonds1%
    • State and local bonds1%
  • Cash4%
  • Other1%
    • Include annuities and other insurance products and commodities that our clearing firm/platform may offer through one of their networked firms1%

Custodians

Ifp Advisors’ client accounts are held mainly at Fidelity, with 9% of managed assets, and Charles Schwab, with 8%. Ifp Advisors does not have custody of client assets.

Managed account assets by custodian
  • PershingPershing LLC · Jersey City, NJ · $162.8M1%
  • Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.31B8%
  • FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.50B9%
  • SEI Investments ManagementSEI Investments Management Corp · Oaks, PA · $647.3M4%
  • PershingPershing Advisor Solutions LLC · Jersey City, NJ · $730.6M4%
  • All other custodians$11.95B73%

Ownership and leadership

Ifp Group, LLC owns 75% or more of Ifp Advisors, and William Hamm is its CEO.

Who owns the firm
Ifp Advisors, LLC· the adviser

  • Ifp Group, LLC

    Control person · since June 2018

    Owns 75% or more of Ifp Advisors, LLC

  • WKW Enterprises

    Control person · since September 2014

    Owns 50% to 75% of Ifp Advisors, LLC

Leadership

  • William Hamm
    President, Chief Executive Officer
  • Oscar Mejia
    Chief Operating Officer
  • Torian Johnson
    Chief Compliance Officer
  • Jeffery Acheson
    Chief Strategy & Growth Officer
  • Christopher Brooks
    Director of Supervision
  • Aaron Gilman
    Chief Investment Officer
  • Karen Hamm
    Chief Administration Officer
  • William Hamm
    Executive Chairman

Staff

  • 328 employees
  • 302 in advisory functions
  • 297 state-registered reps
  • 281 broker-dealer reps
  • 191 insurance agents
  • 11 soliciting firms

Reported holdings

Ifp Advisors’ reported 13F holdings total $5.54B across 5,147 positions, and the ten largest make up 14.5% of it.

$5.54B
Reported 13F value
5,147
Positions
14.5%
In the 10 largest
+14.8%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Apple Inc. · Cs2.5%
  2. Nvidia Corporation · Cs2.4%
  3. Invesco Qqq TR · Cs1.4%
  4. Amazon Com Inc. · Cs1.4%
  5. Microsoft Corp. · Cs1.2%
  6. Alphabet Inc. · Cs1.2%
  7. Vanguard Index Fds · Cs1.2%
  8. Alphabet Inc. · Cs1.1%
  9. State Str SPDR S&P 500 ETF T · Cs1.0%
  10. SPDR Series Trust · Cs1.0%

Together, the ten largest are 14.5% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 20 July 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $5.54B is not its $16.29B in regulatory assets and does not represent any individual client's portfolio.

Fees

Ifp Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other.

Ifp Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Ifp Advisors has 171 offices (3 private residences, listed without an address), with 173 listed addresses across 35 states.

Listed office addresses by state

Florida · 52 listed addresses

  • 3030 North Rocky Point Drive West, Suite 700, TampaHQ
  • 2946 Hickory Grove Drive, Valrico
  • 1701 N. Atlantic Ave, Cocoa Beach
  • 85087 Christian Way, Yulee
  • 5550 Glades Road, Boca Raton
  • 2123 W Spruce Street, Tampa
  • 492 Osceola Ave, Jacksonville Beach
  • 605 Crescent Executive Court, Lake Mary
  • 2549 NW 36th Street, Boca Raton
  • 1124 E Younge Street, Pensacola
  • 4206 W. Platt Street, Tampa
  • 2622 N W 43rd ST, Gainsville
  • 1800 2nd Street, Sarasota
  • 800 North Magnolia Avenue, Orlando
  • 139 S. Pebble Beach BLVD, Sun City Center
  • 7694 Plantation Cir, University Park
  • 3508 Cardinal Point Drive, Jacksonville
  • 4102 West Linebaugh Avenue, Tampa
  • 1405 West Swann Ave, Tampa
  • 11045 River Creek DR E, Jacksonville
  • 4240 South Ridgewood Ave, Port Orange
  • 200 Melissa Trail, Auburndale
  • 1502 Dundee Road, Winter Haven
  • 8313 Terracewood Circle, Tampa
  • 777 Fortunella Cir SW, Vero Beach
  • 800 Maitland Ave, Altamonte Springs
  • 307 N Park Ave, Winter Park
  • 1325 South International Parkway, Lake Mary
  • 212 52nd ST, Holmes Beach
  • 6125 30th ST. South, ST Petersburg
  • 12645 SW 95th Court, Miami
  • 2934 Landing Way, Palm Harbor
  • 2770 Indian River BLVD 400 C, Vero Beach
  • 40565 East 3rd Ave, Umatilla
  • 9425 Old Club Road, Parkland
  • 15320 SW 26th Street, Weston
  • 19133 Ship Wheel Way, Land O' Lakes
  • 5901 SW 74th ST, South Miami
  • 7021 McCray DR, Hudson
  • 909 North Ohio Avenue, Live Oak
  • 4440 Pga BLVD., Palm Beach Gardens
  • 7000 W. Palmetto Park RD, Boca Raton
  • 401 SW 1st Ave Apt 2001, Fort Lauderdale
  • 1811 North Belcher RD, Clearwater
  • 8181 W. Broward Boulevard, Planation
  • 3201 West Commercial Boulevard, Fort Lauderdale
  • 324 6th Ave North, Jacksonville Beach
  • 312 Julia Street, New Smyrna Beach
  • 3343 W Commercial BLVD, Fort Lauderdale
  • 111 E Washington ST Suite 2622, Orlando
  • 10101 SW 98 Avenue, Miami
  • 455 Fairway Drive, Deerfield Beach

Other business names

Ifp Advisors has reported 161 other business names to the SEC.

  • Acumen Capital Group
  • Advanced Strategies Group
  • Advanced Wealth Solutions
  • Advice4life
  • Advisory Services of New England
  • Alpha Capital Group
  • Alphalogic Wealth Management
  • Ameritrust Capital Management
  • Anchorpoint Wealth
  • Ascension Financial Advisors
  • Athanassie Capital Partners
  • Ausdal Financial Partners, Inc.
  • Balanced Asset Strategies, LTD.
  • Berry Wealth Management
  • Blackman
  • Blueprint Financial
  • Blueprint Wealth Management
  • Bosch Private Wealth
  • Bucher
  • CJK Investment Consultants
  • Callesen Wealth Management
  • Canary Wealth Strategies
  • Capital Conclusions Corp
  • Carthage Savings
  • Castrinos Financial
  • Centerbridge Planning Group
  • Certa Financial Planning
  • Clear Advice Financial
  • Cogent Wealth Management, LLC
  • Compound Capital Inc, LLC
  • Connors Wealth Management
  • Core Wealth Management
  • Cornerstone Wealth Management
  • Cosgriff Wealth Management
  • Covenant Wealth Management
  • Crow Creek Wealth
  • Dew Financial Management Group
  • Dickman Wealth Management
  • Directional Wealth
  • Dty Wealth Planning Solutions
  • Ebner Financial Group, LLC
  • Executax Financial
  • Farhat Financial Services
  • Fiduciary Private Wealth
  • Finspire, LLC
  • First Federal
  • First Rise Investments
  • Flautt Financial LLC
  • Forstrum Wealth Management
  • Fortiv
  • Fortus Financial
  • Four Oaks Financial
  • Franklin Wealth Advisors
  • Frontline Wealth Management
  • Fuhrman Management Associates
  • GPS Wealth Management
  • Generations Planning Group
  • Generations Wealth Advisors
  • Gi Financial Services
  • Great Wealth Management
Show all 161 names
  • Green Asset Management
  • Greenbridge Wealth Management
  • Grok Capital
  • Grow Live Give
  • Growthplus
  • Gunter Financial
  • Halberg Financial
  • Harbor Wealth Advisors
  • Highpoint Capital, LLC
  • Hitchcock Maddox Financial Partners
  • Hollander & Associates, LLC
  • Holliger Financial Consultants
  • Horizon Planning Group
  • Ifp
  • Independent Financial Management, LLC
  • Inflection Point Wealth Management
  • Integrated Wealth Management
  • Intentional Wealth
  • JRS Wealth Management
  • Jones Advisor
  • Kelly Bratton Investments LLC
  • Keystone Private Wealth
  • Kidder Advisers
  • Kimmel Financial Advisors
  • Klaus Financial Group
  • Landmark Advisors
  • Lang Gildig Wealth Advisory, LLC
  • Lanza Speziale Monshi
  • Legacy Financial Solutions
  • Legacy Wealth Management
  • Lifemore Financial Group
  • Lifetime Wealth Strategies
  • Madaris Investment Group
  • Manes Financial Services
  • Marziale
  • Miller Wealth Partners
  • Monumental Wealth RIA
  • Mountain Legacy Family Wealth Partners
  • Mullins Financial
  • Next Level Financial LLC
  • Nielson Wealth Management
  • Oak Financial Group
  • One Digital
  • PFS Financial
  • Partners Wealth Management
  • Performance Wealth Management
  • Physicians Financial Services
  • Pilot Capital Management Corp
  • Pine Tree Wealth Management
  • Pointer Financial Group
  • Postillion Wealth Management
  • Primequest Wealth Strategies
  • Prudent Process
  • QTR Family Wealth
  • RLK Advisory Group
  • Radiantvest
  • Ranta
  • Retirement Plan Solutions
  • Ridgeline Advisors
  • Ripple Wealth Management
  • Risen Son Financial
  • Rockwood Wealth Management
  • Rome
  • Round Table Retirement Partners
  • SD Martin Financial Services
  • Sammut Wealth Management, LLC
  • Severn Financial Advisors LLC
  • Shenk Wealth Solutions
  • Shepherd Wealth Advisory
  • Sherman Financial LLC
  • Sitrep Financial
  • Solidarity Financial
  • Somerville Investments
  • Sponseller
  • Steele Capital Management
  • Stirling Capital, LTD
  • Stonelake Wealth Management
  • Syme Financial Services
  • Talmage Financial Group
  • Tampa Financial Group
  • Texas United Wealth Management
  • The Merritt Advisory Group
  • Trailhead Financial
  • Tubridy
  • Unify Investment Solutions
  • Van Horn Financial Services
  • Vertical Wealth, LLC
  • Vondrak
  • WJ Yost Financial Services
  • Walter Ickert and Associates
  • Waterbury
  • Wealth Advisors Who Care
  • Wealth Solutions, LLC
  • Weinstein Financial Group, LLC.
  • Wellspring Advisor Group
  • West TN Wealth Management
  • Wharton Hill Investment Advisors
  • White
  • Working Capital(ist)
  • Yarrell Creek Wealth
  • Zebra Financial, Inc

Registration details

Legal name
Ifp Advisors, LLC
Headquarters
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Phone
813-341-0960
Website
Not reported
SEC file
801-69511
Structure
Florida LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Ifp Advisors have?

Ifp Advisors has 54,154 clients and manages $16.3 billion for them, as of September 2026. They include 34,349 other individuals, 18,190 high-net-worth individuals and 780 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026

What services does Ifp Advisors offer?

Ifp Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Ifp Advisors use?

Ifp Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1,496,721,176, Charles Schwab & Co., Inc. (Westlake, TX), with $1,305,430,357, Pershing Advisor Solutions LLC (Jersey City, NJ), with $730,551,137, SEI Investments Management Corp (Oaks, PA), with $647,300,964 and Pershing LLC (Jersey City, NJ), with $162,816,981. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026

How many financial advisors does Ifp Advisors have?

Ifp Advisors has 297 investment adviser representatives registered with state securities authorities, out of 328 employees, and 302 perform investment advisory functions. 281 are registered representatives of a broker-dealer and 191 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Ifp Advisors invest in?

At the end of its last fiscal year, Ifp Advisors’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% include annuities and other insurance products and commodities that our clearing firm/platform may offer through one of their networked firms. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Ifp Advisors?

Ifp Advisors’ direct owners are Ifp Group, LLC (75% or more) and WKW Enterprises (50% to 75%).

Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026

How does Ifp Advisors get paid?

Ifp Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 125112.
  3. Form 13F-HR, filed 20 July 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Ifp Advisors, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.