Independent Financial Partners
$16.29BAssets under management
as of Sep 2026 · SEC Form ADV
as of Sep 2026 · SEC Form ADV
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No one at Independent Financial Partners has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Independent Financial Partners's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
