Independent Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$2.5B

Filings (rows)

Direct comp

$25K

Indirect comp

Showing only "INDEPENDENT FINANCIAL ADVISORS"

View all 8 variants aggregated →

INDEPENDENT FINANCIAL GROUP141 INDEPENDENT FINANCIAL PARTNERS91 INDEPENDENT FINANCIAL GROUP LL6 INDEPENDENT FINANCIAL5 INDEPENDENT FINANCIAL PA4 INDEPENDENT FINANCIAL ADVISORS3 INDEPENDENT FINANCIAL GROU

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Baptist Health Baptist Health Retirement Savings Plan Master Trust · all filings	LITTLE ROCK, AR	Investment manager	—	$972.6M	$9K	$0
Baptist Health Baptist Health Retirement Savings Plan Master Trust · all filings	LITTLE ROCK, AR	Investment manager	—	$814.9M	$6K	$0
Baptist Health Baptist Health Retirement Savings Plan Master Trust · all filings	LITTLE ROCK, AR	Investment manager	—	$681.6M	$9K	$0