247
ADVISORS
27
STATES
19.2
BAUS
23
STAFF
INDEPENDENT ADVISOR ALLIANCE
Since its inception in 2013 with just seven advisors, Independent Advisor Alliance has grown exponentially, now comprising over 220 advisors and 140 partner firms across 27 states. We pride ourselves on offering more than just support; we identify and address gaps that our partners may lack resources to solve independently. Our mission is to serve as a transparent support system for entrepreneurial-minded advisors navigating the complexities of business ownership.
ABOUT IAA
Just as you are there to serve your clients, we are here to serve you.
IAA believes in empowering you as the ultimate decision-maker of your practice. We aim to establish a genuine partnership, by providing compliance, support, consulting, and various programs tailored to your needs. This approach ensures you have the freedom and resources to effectively serve your clients while we stand by you as your trusted ally and support system. Our growth as a firm is a testament to our effectiveness and dedication.
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Corporate
LPL Financial is both your broker/dealer and your RIA.
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Hybrid
LPL Financial is your broker/dealer and IAA is your RIA.
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RIA-Only
IAA is your RIA and you drop your brokerage licenses.
AFFILIATION MODELS
Your business, your way.
IAA offers flexibility and choice with multiple affiliation options: Corporate, Hybrid, or RIA-Only. Whether you prefer the support of a corporate structure, the versatility of a hybrid model, or the autonomy of an RIA-only approach, you choose the affiliation model that suits your business best.
AFFILIATION MODELS
Your business, your way.
IAA offers flexibility and choice with multiple affiliation options: Corporate, Hybrid, or RIA-Only. Whether you prefer the support of a corporate structure, the versatility of a hybrid model, or the autonomy of an RIA-only approach, you choose the affiliation model that suits your business best.
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Corporate
LPL Financial is both your broker/dealer and your RIA.
-
Hybrid
LPL Financial is your broker/dealer and IAA is your RIA.
-
RIA-Only
IAA is your RIA and you drop your brokerage licenses.
THREE UNIQUES
What makes us different.
At IAA, our commitment to three key pillars sets us apart: partnership, innovation, and transparency.
Partnership
We believe in true partnership. That means equipping you with the technology, resources, and dedicated hands-on support you need to thrive in your practice. Our comprehensive support and resources free up your time, allowing you to focus on what matters most – serving your clients.
Future-Focused
Our industry is contantly evolving, and so are we. IAA helps you stay ahead of the curve by embracing innovation, adapting change in real-time, and always keeping your long-term success in mind. We’ll help you navigate complexity, protect your clients’ well-being, and build a lasting legacy.
Transparency
With IAA, you’ll never be caught off guard. Our flat-fee pricing is straightforward, consistent, and free from hidden costs. Enjoy complete transparency, empowering you to plan ahead, manage expenses with confidence, keep more of what you earn, and invest more intentionally in your business.
“IAA provides comprehensive solutions to allow financial advisors to move into private practice. After all, being independent shouldn’t mean being alone.”
Robert Russo
Founder & CEO