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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Partners financial advisors in New York

Every SEC-registered investment adviser representative at a Independent Financial Partners office in New York, by city and A to Z.

The short answer

13 registered advisors work at Independent Financial Partners in New York, out of 289 nationwide; it's the firm's number 4 state by advisors, and the most are in Albany (2). 5 list the CFP designation and 11 are also registered broker representatives.

Independent Financial Partners advisors by city in New York

Every firm in New York →

Albany 2Lockport 2Rochester 2Syracuse 2Williamsville 2Bayside 1Camillus 1Fayettville 1

Independent Financial Partners advisors in New York, A to Z

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Independent Financial Partners advisors in every state →Independent Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Financial Partners in other states

Florida 134Ohio 14Pennsylvania 14Georgia 10Kentucky 10Texas 8Kansas 6Maryland 6California 5Connecticut 5Illinois 5Oklahoma 5Tennessee 5Wisconsin 5Colorado 4Michigan 4Minnesota 4Nebraska 4Alabama 3Arizona 3Iowa 3Louisiana 3North Carolina 3Washington 3

Questions

How many Independent Financial Partners financial advisors are in New York?

13 investment adviser representatives are registered at Independent Financial Partners offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 289 at the firm nationwide. 5 list the CFP designation and 11 are also registered as broker representatives.

Where in New York does Independent Financial Partners have the most advisors?

Albany, with 2, then Lockport (2). Independent Financial Partners has advisors in 8 cities in New York.

How do I check a Independent Financial Partners advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Independent Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.