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RIA · Independent channel

Independent Financial Partners

Operate an advisor practice with support through Independent Financial Partners’ advisory and brokerage entities.

Website
ifpartners.com
Regulator record
IFP SECURITIES, LLC (FINRA)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 2 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
0 Jan
0 Feb
0 Mar
0 Apr
0 May
0 Jun
0 Jul
2 Aug
0 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

Arrivals 2

Teams joining Independent Financial Partners in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Aug 12 Lateral Severn Financial AdvisorsAnnapolis, MD CommonwealthIndependent Broker-Dealeracquired by LPL Financial, Aug 2025 Undisclosed Financial Planning
Aug 12 Lateral Van Horn Financial ServicesSioux Falls, SD CommonwealthIndependent Broker-Dealeracquired by LPL Financial, Aug 2025 Undisclosed Financial Planning

Departures 0

Teams leaving Independent Financial Partners in 2026.

No recorded departures in 2026.

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.