FRANKLIN, NHCRD 156305Latest ADV December 19, 2025
Independence Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, NH. Its latest Form ADV filing, dated December 19, 2025, reports $464M in regulatory assets under management, 11 employees, 7 offices, and 3,065 accounts.
Top client segmentIndividuals represent 97.0% of total clients.
Top client categories% of clientsClients
1
Individuals
97.0%
2,695
2
HNWI
1.4%
39
3
Corporations
1.2%
32
4
Government
0.2%
6
5
Pension Plans
0.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$464Mas of December 19, 2025
Discretionary93.6%
$434M
94% of total RAUM93.6%
Non-discretionary6.4%
$30M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$464M
Total Accounts3,065
10Y AUM Change+$314M (+210.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee252:1
10Y Employee Change+8 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.