Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

RIA comparison · SEC Form ADV

WE Family Offices vs Independent Financial Partners

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

WE Family Offices is the larger of the two, with $18B in regulatory assets to $16B at Independent Financial Partners, 9% more than its rival, by their latest Form ADV filings. Independent Financial Partners reports more individual clients (52,539 vs 112), while WE Family Offices’ clients hold more on average (about $159 million each against $230,000). Both are based in Florida: WE Family Offices in Coral Gables and Independent Financial Partners in Tampa.

FigureWE Family OfficesIndependent Financial Partners
Regulatory AUM$18B$16B
National rank#54#58
HeadquartersCoral Gables, FloridaTampa, Florida
Individual clients11252,539
High-net-worth clients11218,190
Average client assets$159 million$230,000
Accounts11254,154
Discretionary0% of AUM71% of AUM
Employees65328
Advisory staff35302
Clients per advisory employee3174
Offices2172
Form ADV filed2026-04-212026-09-30

WE Family Offices

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Independent Financial Partners

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

Questions

Which is bigger, WE Family Offices or Independent Financial Partners?

WE Family Offices, with $18B in regulatory assets under management against $16B at Independent Financial Partners. Nationally they rank #54 and #58 among 5,657 independent wealth management RIAs.

How many clients do WE Family Offices and Independent Financial Partners have?

WE Family Offices reports 112 individual clients (112 high-net-worth) with 35 advisory employees; Independent Financial Partners reports 52,539 (18,190 high-net-worth) with 302 advisory employees.

How do WE Family Offices and Independent Financial Partners charge clients?

Only WE Family Offices lists performance-based fees on Form ADV. Only Independent Financial Partners lists hourly charges; other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do WE Family Offices and Independent Financial Partners offer?

Independent Financial Partners lists pension consulting; educational seminars and workshops; other services, which WE Family Offices does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: WE Family Offices ↗, Independent Financial Partners ↗. How to check a financial advisor →