Independent Advisor Alliance

EST. AUM
$17,233,280,665

CONTACTS
3

CLIENT ACCOUNTS
45,002

Firm Details

Metro area Charlotte
CRD Number 168267
Website independentadvisoralliance.com
Client types

Overview

Independent Advisor Alliance (IAA) was founded in 2013 by seven original advisors and has since expanded to include over 230 advisors across 140 firms spanning 27 states. Their team offers comprehensive support beyond mere assistance, identifying and addressing gaps in resources that partners may face. IAA aims to provide transparent support for entrepreneurial-minded advisors navigating the complexities of business ownership. They empower partners to make their own decisions regarding their practices, while offering guidance and resources to help them succeed. Through compliance, support, consulting programs, and more, Independent Advisor Alliance fosters true partnerships, enabling advisors to serve their clients effectively while enjoying freedom and access to essential resources. IAA's advisor models include corporate and hybrid structures in partnership with LPL. LPL owns 20% of IAA.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Independent Advisor Alliance

Platform Details

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