Independent Advisor Alliance Partners with Riskalyze

Charlotte, NC (March 20, 2015)– Independent Advisor Alliance (IAA), the largest LPL Hybrid branch office in the Carolinas, announced today that theyve entered into a strategic partnership with Riskalyze. Riskalyze is best known for creating a quantitative measurement of client risk tolerance called Risk Number.

The partnership with this risk engineering program is a great compliment to a recent partnership IAA has forged with Vanguard. IAA advisors will benefit from an integrated client risk management program that integrates with IAAs CRM/client database.

This partnership demonstrates IAAs commitment to risk management, both from a firm perspective and a client portfolio perspective says Jessica Sexton, Chief Compliance Officer. Our advisors are always trying to improve their business while not creating a compliance burden; this accomplishes that.

About Independent Advisor Alliance:

The Independent Advisor Alliance is an LPL hybrid RIA firm that fosters a dynamic, supportive environment for successful independent financial advisors.

The Independent Advisor Alliance is powered by the resources of LPL Financial, the nations largest independent broker/dealer.* LPL is an enabling partner to more than 13,500 financial advisors and approximately700 financial institutions.

* As reported by Financial Planning magazine, June1996-2014, based on total revenue.

About Riskalyze:

Riskalyze is the company that invented the Risk Number and was named Best Client Facing Technology by Morningstar Advisor. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, custodians, clearing firms and asset managers to align the worlds investments with investor risk tolerance. Over $44 billion in assets are currently managed through the platform. Learn more at

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial.


Holly Curtis, Relationship Manager, Independent Advisor


Integrity. Transparency. Choice.