IFP ADVISORS INC DBA INDEPENDENT FI
47 known aliases resolved via the canonical alias map
Market position · 2024
Plans served35-8 YoYRank #474 of mapped providers
Assets under administration$3.3B0.0%Market share · rank #2384
Fees received$1MMedian $37,115/planSum across Schedule C direct + indirect
Net wins YoY-97 won · 16 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 INC DBA INDEPENDENT FI plan look like?
Service mix · median fees per plan
Count of plans where IFP ADVISORS INC DBA INDEPENDENT FI ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 24 | $38,558 | |
Investment management fees paid indirectly by plan; Other services; Investment advisory (participants); Other feesCode 26 | 7 | $21,048 | |
Consulting (general); Direct payment from the planCode 16 | 2 | $65,940 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $52,922 | |
Contract AdministratorCode 13 | 1 | $12,937 |
Competitor overlap
Percent of IFP ADVISORS INC DBA INDEPENDENT FI'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 INC DBA INDEPENDENT FI.
| Sponsor | From | Assets |
|---|---|---|
COLLEGIS, LLCIL · 800957651-001 | INDEPENDENT FINANCIAL PARTNERS | $44M |
DFS HOLDING COMPANY, LLCIL · 273895381-001 | ALLIANCE PENSION CONSULTANTS, LLC | $30M |
TAYLOR, WELLONS, POLITZ & DUHE LLCLA · 873829912-001 | (new plan) | $25M |
SELLARS ABSORBENT MATERIALS, INC.WI · 391518030-001 | INDEPENDENT FINANCIAL PARTNERS | $23M |
LNPRODUCTION, INC.IL · 205020877-001 | QDRO CONSULTANTS COMPANY, LLC | $11M |
OMEGA SYSTEMS CONSULTANTS, LLCPA · 205791145-001 | (new plan) | $8M |
THE MAHAFFEY APARTMENT COMPANYFL · 592881799-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3M |
Plans lost in 2024
Appeared last year under IFP ADVISORS INC DBA INDEPENDENT FI; not this year.
| Sponsor | To | Assets |
|---|---|---|
CAVCO INDUSTRIES, INC.AZ · 562405642-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $140M |
WEBBER METAL PRODUCTS, INC.IA · 421120876-001 | INDEPENDENT FINANCIAL PARTNERS | $34M |
SENIOR LIFESTYLE CORPORATIONIL · 363398105-002 | ADP BROKER-DEALER | $31M |
OEC GRAPHICS, INC.WI · 391300300-002 | ASSUREDPARTNERS NORTHEAST, LLC | $28M |
FACSIMILE COMMUNICATIONS INDUSTRIES, INC. DBA ATLANTIC TOMORROWSOFFICENY · 131947545-002 | PRINCIPAL LIFE INSURANCE COMPANY | $27M |
TSG CENNOX, LLCGA · 845114630-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $27M |
EARL W. COLVARD, INC.FL · 592183177-001 | JAMES MOORE & CO., P.L. | $20M |
HERITAGE BANK, INC.KY · 611174806-001 | DEAN DORTON ALLEN FORD, PLLC | $16M |
CAST PRODUCTS INCIL · 362641852-001 | PRINCIPAL LIFE INSURANCE COMPANY | $14M |
SOUTHERN MAIL SERVICE, INC.TX · 751482649-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $11M |
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 | - |
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 | - |
VISUAL EDGE TECHNOLOGY, INC.OH · 942991858-001 | $46M | 1,228 | $65,000 | 7y | - |
Flag exposure
77.1%Market: 89.2%
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 (47)
Raw Schedule C names collapsed into IFP ADVISORS INC DBA INDEPENDENT FI.
- IFP
- IFP - FBO WHARTONHILL ADVISORS
- IFP ADIVSORS, INC.
- IFP ADVIOSRS INC DBA
- IFP ADVISOR
- IFP ADVISOR INC DBA INDEPENDENT FIN
- IFP ADVISOR, INC.
- IFP ADVISORS
- IFP ADVISORS - SHERICAN ROAD FINAN
- 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 IND FIN PRTNR
- 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
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 INC DBA INDEPENDENT FI'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 | 5.71% | 26.94% | -21.23 pp |
| Late contributions | 4 | 11.43% | 1.71% | +9.72 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 22.86% | 1.76% | +21.10 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 INC DBA INDEPENDENT FI. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).