Your Business, Your Way

Business models and affiliations options that work for you.


Independent Advisor Alliance

Independent Advisor Alliance (IAA) is strategically focused on building
an unparalleled partnership with entrepreneurial-minded, independent financial advisors. The Alliance is where you can build upon the success of your practice through a full suite of programs and services.

Through dedicated analyst support, our team provides surveillance and guidance to help ensure your practice is able to thrive.

Advisor Support

Hands-on assistance from recruiting to staff onboarding, repapering, compensation, operations assistance, and service-related escalations.

Strategic Solutions

Monitor industry trends and then research and partner with leading solutions to ensure IAA advisors have the tools and resources needed to serve their clients.

Business Consulting

More than just advice or some good ideas. This department is designed to help you grow your business and is dedicated to enhancing your independent business.

FLEX Portfolios

FLEX is a professionally run investment and portfolio program that allows advisors to leverage the expertise and research of IAA’s in-house investment team, led by Chief Investment Officer, Chris Zaccarelli. Save time without sacrificing profitability.

Transparency. Advocacy. Partnership. Innovation.

Our Core Values

At Independent Advisor Alliance, we foster a dynamic, supportive environment for independent advisors with a strong drive for success. Our team’s core values are a reflection of how we strive to live, both personally and professionally. These values are the foundation of IAA.

Our services will help you succeed. Let’s get started