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.
Hands-on assistance from recruiting to staff onboarding, repapering, compensation, operations assistance, and service-related escalations.
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.
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.
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.
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.
The team at IAA strives to exhibit care and kindness in all that we do, not just to our partners but throughout our daily lives. We provide advisors with the services they need to see their practices thrive and with the empathy and respect they deserve.
What you do can matter more than just what you say. IAA prides itself on being a team that advisors can rely on to do the ethical and dependable thing.
Our advisors are more than just a number; they are our partners in the industry. We are committed to seeing our advisors’ practices succeed, and we will take the initiative to help them grow.
We’re no strangers to hard times or difficult transitions, but we see this as an opportunity rather than a detraction. Our advisors can count on us to be solution-oriented and keep a positive mindset no matter what comes their way.
The IAA team has years of experience in and out of the financial industry. Simply put, we know our stuff. We seek to serve our partners with humility and confidence.