INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD #156305 SEC #801-81025 FRANKLIN, NH 603-934-4445
SEC Registered
Total AUM
$463.8M
Discretionary
$433.9M
Employees
11
Clients
--
Accounts
3,065
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $463.8M | $433.9M | $29.9M | 11 | 0 |
| Dec 2024 | $432.9M | $411M | $22M | 11 | 0 |
| Jan 2024 | $349.1M | $330.5M | $18.7M | 10 | 0 |
| Dec 2023 | $349.1M | $330.5M | $18.7M | 10 | 0 |
| Jan 2023 | $329.7M | $312.2M | $17.4M | 10 | 0 |
| Dec 2021 | $330.7M | $312M | $18.7M | 10 | 0 |
| Dec 2020 | $261M | $245.2M | $15.8M | 10 | 0 |
| Jun 2020 | $227.8M | $213.4M | $14.4M | 10 | 0 |
| Dec 2019 | $227.8M | $213.4M | $14.4M | 10 | 0 |
| Dec 2018 | $207.4M | $196.1M | $11.3M | 8 | 0 |
| Dec 2017 | $182M | $174.4M | $7.6M | 2 | 0 |
| Dec 2016 | $149.6M | $141.8M | $7.7M | 3 | 1,000 |
| Dec 2015 | $145.5M | $138M | $7.5M | 3 | 800 |
| Feb 2015 | $139.3M | $134.4M | $4.9M | 3 | 800 |
DateDec 2025
Total AUM$463.8M
Discretionary$433.9M
Non-Disc.$29.9M
Employees11
Clients0
DateDec 2024
Total AUM$432.9M
Discretionary$411M
Non-Disc.$22M
Employees11
Clients0
DateJan 2024
Total AUM$349.1M
Discretionary$330.5M
Non-Disc.$18.7M
Employees10
Clients0
DateDec 2023
Total AUM$349.1M
Discretionary$330.5M
Non-Disc.$18.7M
Employees10
Clients0
DateJan 2023
Total AUM$329.7M
Discretionary$312.2M
Non-Disc.$17.4M
Employees10
Clients0
DateDec 2021
Total AUM$330.7M
Discretionary$312M
Non-Disc.$18.7M
Employees10
Clients0
DateDec 2020
Total AUM$261M
Discretionary$245.2M
Non-Disc.$15.8M
Employees10
Clients0
DateJun 2020
Total AUM$227.8M
Discretionary$213.4M
Non-Disc.$14.4M
Employees10
Clients0
DateDec 2019
Total AUM$227.8M
Discretionary$213.4M
Non-Disc.$14.4M
Employees10
Clients0
DateDec 2018
Total AUM$207.4M
Discretionary$196.1M
Non-Disc.$11.3M
Employees8
Clients0
DateDec 2017
Total AUM$182M
Discretionary$174.4M
Non-Disc.$7.6M
Employees2
Clients0
DateDec 2016
Total AUM$149.6M
Discretionary$141.8M
Non-Disc.$7.7M
Employees3
Clients1,000
DateDec 2015
Total AUM$145.5M
Discretionary$138M
Non-Disc.$7.5M
Employees3
Clients800
DateFeb 2015
Total AUM$139.3M
Discretionary$134.4M
Non-Disc.$4.9M
Employees3
Clients800