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INDEPENDENT FINANCIAL PARTNERS

TAMPA, FL · CRD 125112 · IAPD ↗ · stonelakewealthmgmt.com · 813-341-0960

$16.29BRegulatory AUM
302Advisory reps
328Employees
0Clients
101-250Planning clients
0Private funds
53States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — INDEPENDENT FINANCIAL PARTNERS added office(s): 155 -> 171 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — INDEPENDENT FINANCIAL PARTNERS reported RAUM up 30% ($12.54B -> $16.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — INDEPENDENT FINANCIAL PARTNERS grew from 261 to 302 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2025 — INDEPENDENT FINANCIAL PARTNERS reported RAUM up 28% ($9.76B -> $12.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — INDEPENDENT FINANCIAL PARTNERS grew from 244 to 261 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — INDEPENDENT FINANCIAL PARTNERS shrank from 266 to 244 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.