EMPOWER YOUR BUSINESS
Your Business, Your Way
WHO WE ARE
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.
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.
Compliance
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.
Our Core Values
Caring
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.
Trustworthy
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.
Committed
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.
Positive
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.
Confident
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.