CHARLOTTE, N.C. – Jan. 22, 2025 – Independent Advisor Alliance (IAA) is proud to announce a significant milestone as the company begins 2025: surpassing $20 billion in Assets Under Supervision (AUS). This achievement underscores IAA’s unwavering commitment to empowering independent advisors with the tools, resources, and support they need to succeed in delivering exceptional client service.
“Crossing this threshold highlights the trust our advisors place in us and the relentless commitment of our team to their growth,” shared Robert Russo, Founder and CEO. “It’s a testament to our shared vision of elevating excellence in the independent advisory space.”
Building Upon the Team for Continued Growth
To build on this momentum, IAA has recently expanded its team with three key hires, bringing additional expertise and capacity to support its growing network of advisors:
- Emily Blackwell, Director of Transitions
- Lauren Grames, Director of Advisor Technology
- Jamie Summerlin, Director of Advisor Success
These new team members bring a wealth of experience and innovative perspectives that further enhance IAA’s ability to deliver personalized support and scalable solutions to its advisors and reflects IAA’s continued investment in the talent and infrastructure necessary to meet the evolving needs of current and prospective partner firms.
Forging Strategic Partnerships for Advisor Success
IAA is committed to empowering advisors with innovative tools to better serve their clients. This includes a recent partnership with Pontera, a leading platform that enables secure and efficient management of held-away retirement accounts like 401(k)s. By integrating these accounts into holistic financial plans, IAA advisors can deliver more comprehensive solutions while simplifying compliance and account management.
Looking Ahead
As IAA marks this milestone, the firm remains dedicated to empowering advisors to take charge of their future and achieve their vision. With a strategy centered on growth and innovation, IAA is well-positioned to build on its success in 2025 and beyond.
“This is just the beginning,” Russo added. “Our commitment to excellence, integrity, and client-focused service remains at the heart of everything we do, and we’re excited about what the future holds for our advisors and their clients.”
About IAA
Independent Advisor Alliance (IAA) is a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor’s unique needs and challenges. IAA supports its partner firms with customized support services, resources, and programs designed to optimize efficiencies, reduce expenses, retain and attract clients, assist with succession planning, boost revenue, and more. For more information, visit www.independentadvisoralliance.com.
###
Media Contact
Dana Ryan
Independent Advisor Alliance
+1 (888) 430-1555