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INVESTMENT RESEARCH PARTNERS

LEMONT, PA · CRD 304315 · IAPD ↗ · 814-966-7206

$512.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
3Private funds
5States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — INVESTMENT RESEARCH PARTNERS crossed $500M in regulatory AUM ($359.6M -> $512.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
December 2025 — INVESTMENT RESEARCH PARTNERS notice-filed in GA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — INVESTMENT RESEARCH PARTNERS added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — INVESTMENT RESEARCH PARTNERS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — INVESTMENT RESEARCH PARTNERS added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2024 — INVESTMENT RESEARCH PARTNERS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2024 — INVESTMENT RESEARCH PARTNERS shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — INVESTMENT RESEARCH PARTNERS grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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