A team to support your practice.

The Advisor Support Services team offers hands-on assistance through every aspect of the advisor journey. From recruiting to advisor and support staff onboarding and training, repapering, compensation, trading and operations assistance, business consulting, and service-related escalations, our team is available to support your practice.
Business Development

Our team is here to assist you from the discovery phase to the continual growth of your practice once you partner with us. You can count on us to be your advocate and help you build the offerings of a successful independent advisor.

Service & Operations

Independent Advisor Alliance offers programs and resources to assist with certain trading & operational tasks. These services free up your time, so you can focus on serving existing clients and developing new relationships.

Onboarding & Repapering

IAA Onboarding provides a personalized and efficient process to new advisors, new staff members, or existing employees making a change in their careers. Full repapering services are offered to hybrid and corporate advisors utilizing LPL Financial as their custodian. We understand that your livelihood depends on the movement of assets and we take this responsibility seriously.


Compensation works to ensure that all elements of your business – financial planning, third-party asset management programs, external custodians – are billed and paid to you correctly and in a timely fashion. We pride ourselves on having clear & transparent reporting, so you know exactly what you make each month.