IFP Advisors
advisor32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served31-10 YoYRank #592 of mapped providers
Assets under administration$3.3B0.0%Market share · rank #2350
Fees received$1MMedian $43,918/planSum across Schedule C direct + indirect
Net wins YoY-113 won · 14 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical IFP Advisors plan look like?
Service mix · median fees per plan
Count of plans where IFP Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Other feesCode 27 | 20 | $46,067 | |
Other services; Other fees; Investment management fees paid indirectly by plan; Investment advisory (participants)Code 26 | 7 | $21,048 | |
Direct payment from the plan; Consulting (general)Code 16 | 3 | $59,000 | |
Contract AdministratorCode 13 | 1 | $12,937 |
Competitor overlap
Percent of IFP Advisors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under IFP Advisors.
| Sponsor | From | Assets |
|---|---|---|
COLLEGIS, LLCIL · 800957651-001 | Independent Financial Partners | $44M |
TAYLOR, WELLONS, POLITZ & DUHE LLCLA · 873829912-001 | (new plan) | $25M |
LNPRODUCTION, INC.IL · 205020877-001 | QDRO CONSULTANTS COMPANY, LLC | $11M |
Plans lost in 2024
Appeared last year under IFP Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
CAVCO INDUSTRIES, INC.AZ · 562405642-001 | Empower | $140M |
WEBBER METAL PRODUCTS, INC.IA · 421120876-001 | Independent Financial Partners | $34M |
SENIOR LIFESTYLE CORPORATIONIL · 363398105-002 | ADP | $31M |
OEC GRAPHICS, INC.WI · 391300300-002 | AssuredPartners Capital Inc. | $28M |
TSG CENNOX, LLCGA · 845114630-001 | Empower | $27M |
HERITAGE BANK, INC.KY · 611174806-001 | Dean Dorton Allen Ford PLLC | $16M |
CAST PRODUCTS INCIL · 362641852-001 | Principal | $14M |
SOUTHERN MAIL SERVICE, INC.TX · 751482649-002 | Empower | $11M |
PHASETRONICS, INC.FL · 592333321-001 | (new plan) | $8M |
HENNING CONSTRUCTION COMPANYIA · 420936661-001 | Independent Financial Partners | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PAYCHEX RETIREMENT LLCNY · 853275179-001 | $1.8B | 661,036 | $6,653 | 2y | 2 |
CCC INTELLIGENT SOLUTIONS INC.IL · 363073579-001 | $374M | 2,718 | $59,000 | 9y | - |
THE PEPPER COMPANIES, INC.IL · 363337997-003 | $165M | 1,134 | $54,314 | 3y | - |
SG ADMINISTRATION, LLCTX · 300135502-001 | $119M | 916 | $55,168 | 5y | 1 |
QUALUS CORPFL · 473819128-002 | $96M | 1,711 | $80,975 | 6y | 2 |
MDWEST ONE, P.C.NE · 470619405-002 | $67M | 316 | $45,008 | 7y | 1 |
AEP HOLDINGS, INC.MN · 800762958-001 | $53M | 1,969 | $72,880 | 8y | 1 |
THE CYPRESS COMPANIES, INC.OH · 880342214-001 | $52M | 741 | $74,583 | 5y | 1 |
RHR INTERNATIONAL LLPIL · 362778623-005 | $52M | 188 | $13,785 | 3y | - |
ROBERTSON HEATING SUPPLY COMPANY OF OHIOOH · 340660433-002 | $48M | 447 | $55,000 | 5y | - |
Flag exposure
77.4%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (32)
Raw Schedule C names collapsed into IFP Advisors.
- CUNI, RUST & STENK, INC.
- IF ADVISORS, LLC
- IFP ADVIOSRS INC DBA
- IFP ADVISOR INC DBA INDEPENDENT FIN
- IFP ADVISORS
- IFP ADVISORS DBA IND. FINAN. PART.
- IFP ADVISORS DBA INDEPENDENT FINAN
- IFP ADVISORS DBA INDEPENDENT FINANC
- IFP ADVISORS FBO SHERIDAN ROAD FINA
- IFP ADVISORS INC
- IFP ADVISORS INC DBA
- IFP ADVISORS INC DBA INDEP FIN PART
- IFP ADVISORS INC DBA INDEPEND.FINAN
- IFP ADVISORS INC DBA INDEPENDENT
- IFP ADVISORS INC DBA INDEPENDENT FI
- IFP ADVISORS INC DBA INDPENDENT FI
- IFP ADVISORS INC DBA INDPND'T FIN'L
- IFP ADVISORS INC.
- IFP ADVISORS INC. DBA
- IFP ADVISORS INC. DBA IND. FIN PART
- IFP ADVISORS INC. DBA INDEPENDENT
- IFP ADVISORS INC. DBA WHARTONHILL
- IFP ADVISORS LLC
- IFP ADVISORS, D.B.A. FINSPIRE
- IFP ADVISORS, INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for IFP Advisors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 2 | 6.45% | 26.94% | -20.49 pp |
| Late contributions | 5 | 16.13% | 1.71% | +14.42 pp |
| Failed to provide benefit | 1 | 3.23% | 0.14% | +3.09 pp |
| Corrective distributions | 7 | 22.58% | 1.76% | +20.82 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with IFP Advisors. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on IFP Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Cherry Bekaert | 1 | 3.2% |
| D'Amico Wawrin & Company CPAs, LLC | 1 | 3.2% |
| FGMK LLC | 1 | 3.2% |
| Ostrow Reisin Berk & Abrams, Ltd. | 1 | 3.2% |
| Sikich | 1 | 3.2% |