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 […]
Read MoreMore than 235 advisors in 27 states can now manage clients’ 401(k) accounts to provide comprehensive investment guidance NEW YORK and CHARLOTTE, N.C. – Dec. 10, 2024 – PonteraTM, the fintech company enabling retirement savers to receive personalized 401(k) management from their financial advisor, has formed a partnership with Independent Advisor Alliance (IAA). This collaboration […]
Read MoreAll IAA network advisors can now add innovative, next-generation estate-planning tools and resources to their customized wealth management solutions. PHOENIX – October 24, 2024 – Wealth.com, the industry’s leading end-to-end estate planning platform, today announced it has entered a strategic partnership with Independent Advisor Alliance (IAA), a leading hybrid firm focused on empowering financial advisors [...]
Read MoreAdvisor Leaves Wirehouse for Independence and Client-Centric Support CHARLOTTE, N.C. – June 18, 2024 – Independent Advisor Alliance (IAA) today announced that MetCap Wealth Management has joined its network of partner firms. Headquartered in South Portland, Maine, this partnership marks an expansion for IAA, as it extends its footprint to 27 states. Founder Peter Metcalf, [...]
Read MoreCHARLOTTE, N.C. – March 5, 2024 – Independent Advisor Alliance (IAA) today announced the addition of Steward Guide Wealth Partners to its network of partner firms. Headquartered outside Chicago in St. Charles, Illinois, Steward Guide Wealth Partners is a well-established advisory firm with a rich legacy of providing personalized financial planning services to individuals, families, [...]
Read MoreCHARLOTTE, N.C. – December 18, 2023 – Independent Advisor Alliance (IAA) today announced that LPL Financial has taken a minority stake in its firm. LPL's investment will support IAA as it continues advancing its services and tools, creating an even more supportive ecosystem for its network of financial advisors. This includes IAA's partnership program, where [...]
Read MoreDavid Buzo joins as Chief Marketing Officer and Topaz Morrison as Chief Growth Officer CHARLOTTE, N.C. – September 7, 2023 – Independent Advisor Alliance (IAA) today announced two leadership appointments that help underscore the firm's focus on scaling to growth and enhancing and growing product and service offerings. These newly created positions round out the [...]
Read MoreCHARLOTTE, NC – October 11, 2022 – Independent Advisor Alliance (IAA), a leading hybrid RIA firm, announced today that it has purchased a minority stake in GenWealth Financial Advisors. Led by founders John Shrewsbury and Janet Walker, GenWealth has 40 employees across offices in Arkansas, Louisiana, and Tennessee and manages more than $763 million in […]
Read MoreNew Firm Provides Easy And Seamless Technology Integration To Ensure Firms Are Efficient And Compliant CHARLOTTE, N.C. – July 5, 2022 – Independent Advisor Alliance (IAA), a leading firm in the hybrid RIA space, announced that it has partnered with We Handle Tech to create a technology firm dedicated to supporting financial advisors. We Handle Tech: 4 Advisors caters […]
Read MoreCHARLOTTE, N.C. – March 8, 2022 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC's hybrid registered investment advisor platform, announced today that Harvest Wealth Management has joined its network of independent advisors. They join from Cambridge and report managing more than $128 million in advisory, brokerage, and retirement plan [...]
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