AdvisorLab by CION Logo

Independent Advisor Alliance and LPL Financial are separate entities.

InvestmentNews Logo

Independent Advisor Alliance and LPL Financial are separate entities.

The Social Standard Podcast Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Citywire Logo

Independent Advisor Alliance and LPL Financial are separate entities.

InvestmentNews Logo

Independent Advisor Alliance and LPL Financial are separate entities.

ThinkAdvisor Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Yahoo Finance Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Charlotte Business Journal Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Citywire Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Financial Planning Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Citywire Logo

Independent Advisor Alliance and LPL Financial are separate entities.

smartadvisor logo

Independent Advisor Alliance and LPL Financial are separate entities.

Financial Planning Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Financial Advisor Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Charlotte Business Journal Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Money Life with Chuck Jaffe Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Firm Transitions Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Financial Planning Logo

Independent Advisor Alliance and LPL Financial are separate entities.

ThinkAdvisor Logo

Independent Advisor Alliance and LPL Financial are separate entities.

ThinkAdvisor Logo

Independent Advisor Alliance and LPL Financial are separate entities.

For Advisors by Advisors logo

Independent Advisor Alliance and LPL Financial are separate entities.

Barron's Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Financial Planning Logo

Independent Advisor Alliance and LPL Financial are separate entities.

FA Match Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Truelytics Logo

Independent Advisor Alliance and LPL Financial are separate entities.

Barron's Logo

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The economic forecasts set forth in this material may not develp as predicted. There is no guarantee that a diversified portfolio will enhance overall returns or perform a non-diversified portfolio. Diversification does not protect against market risk. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Bernstein Private Wealth Management, Clarfeld Citizens Private Wealth, Independent Advisor Alliance, and LPL Financial are separate entities.

Financial Advisor IQ Logo

Commonwealth Financial Network, Quest Capital Management, River’s Edge Wealth Partners, Wealthspire Advisors, Independent Advisor Alliance (IAA), and LPL Financial are separate entities.

Financial Planning Logo

Commonwealth Financial Network, Quest Capital Management, River’s Edge Wealth Partners, Wealthspire Advisors, Independent Advisor Alliance (IAA), and LPL Financial are separate entities.

Financial Advisor IQ Logo

Independent Advisor Alliance (IAA), SilverRock Wealth Partners, and LPL Financial are separate entities.

Financial Advisor IQ Logo

Henschen & Associates, Cross-Search, Independent Advisor Alliance (IAA) and LPL Financial are separate entities. IAA serves more than $14 billion of client assets of which $9.1 billion are assets under management as of September 2021.

Financial Advisor IQ Logo

Ashworth Financial Group, Independent Advisor Alliance, Horizon Wealth Partners, River’s Edge Wealth Partners, Wolf Research and LPL Financial are separate entities.

Charlotte Business Journal Logo

IAA serves more than $14 billion of client assets of which 9.1 billion are assets under management as of September 2021.

WealthManagement.com Logo

Riskalyze, Busch Wealth Management and LPL Financial are separate entities.

Business North Carolina Logo

InvestmentNews’ 40 under 40 nominations of advisers and associated professions are evaluated on: accomplishment to date, contribution to the industry, leadership, and promise. IAA serves more than $14 billion of client assets of which 9.1 billion are assets under management as of September 2021.

Financial Planning Logo

IAA serves more than $14 billion of client assets of which 9.1 billion are assets under management as of September 2021.

WealthManagement.com Logo

360 Wealth Management, Integrated Partners, Independent Advisor Alliance, and LPL Financial are separate entities.

WealthManagement.com Logo

Robert Paolini is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Independent Advisor Alliance (IAA), Paolini Advisors and LPL Financial are separate entities. IAA services more than $14B of client assets of which $9.1B are assets under management as of September 2021.

WealthManagement.com Logo

Independent Advisor Alliance (IAA), Carson Group, Focus Financial Partners, and LPL Financial are separate entities.

Financial Advisor IQ Logo

Carson Group, Focus Financial Partners, Independent Advisor Alliance (IAA), and LPL Financial are separate entities.

Financial Planning Logo

NWF Advisory Group, Lake Avenue Financial, Royal Alliance Associates, Bluespring Wealth Partners, Independent Advisor Alliance, and LPL Financial are separate entities. Alex Chalekian is no longer registered with LPL Financial as of May 2020.

Financial Advisor IQ Logo

Chris Arnold and David McIllwain are registered representatives and offer securities and advisory services through LPL Financial, a registered investment advisor. Charlotte Martin is a LPL Registered Administrative Associate. As of October 2020, Brenda Speer is no longer associated with LPL Financial or Independent Advisor Alliance.

RIA Biz Logo

Riskalyze, Black Diamond, Evestnet, Orion Advisor Services, Independent Advisor Alliance (IAA0 and LPL Financial are separate entities. IAA serves more than $14 billion of client assets of which $9.1 billion are assets under management as of September 2021.

Financial Planning Logo

Riskalyze, Black Diamond, Envestnet, Orion Advisor Services, Independent Advisor Alliance (IAA) and LPL Financial are separate entities. 

WealthManagement.com Logo

Riskalyze, Black Diamond, Envestnet, Orion Advisor Services, Independent Advisor Alliance (IAA) and LPL Financial are separate entities. 

ThinkAdvisor Logo

Riskalyze, Black Diamond, Envestnet, Orion Advisor Services, Independent Advisor Alliance (IAA) and LPL Financial are separate entities. 

WealthManagement.com Logo

Palmetto Investment Consultants, Independent Advisor Alliance (IAA), Marcato Capital Management, and LPL Financial are separate entities.

Financial Planning Logo

Independent Advisor Alliance, Marzano Capital Group and LPL Financial are separate entities.

PARTNER WITH US