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CHARLOTTE, N.C. – August 4, 2021 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, announced today that Castle Wealth Partners has joined its network of independent advisors. Founded by industry veteran Mark Castle, CFP®, CIMA®, the newly minted Castle Wealth Partners manages more than $315M [...]
Read MoreCHARLOTTE, N.C. – August 25, 2021 – Independent Advisor Alliance is excited to welcome Kip Kiser to the firm as Director of Insurance and Advanced Planning! With over 30 years of industry experience specializing in designing and implementing advanced insurance strategies, Kip will oversee IAA’s newly formed insurance division. Focusing on customized support of advisors [...]
Read MoreCHARLOTTE, N.C. – December 8, 2020 – Independent Advisor Alliance (IAA) today announced that Jeff Pitt has joined the IAA team as Business Consultant. In this role, Pitt will strategize with advisors to optimize the growth, scale, and profitability of their business. IAA oversees more than $11B in client assets for their 138 partner firms. The [...]
Read MoreCHARLOTTE, N.C. – October 7, 2021 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, announced today that The 680 Group has joined its network of independent advisors. Founded by Montague “Cosmo” Boyd, CFP®, The 680 group manages more than $400M* in brokerage and advisory assets, [...]
Read MoreCHARLOTTE, N.C. – July 30, 2020 – Independent Advisor Alliance (IAA) is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. This year’s list represents an impressive cohort of RIA firms, with a median AUM of $1.9 billion and representing 39 different states and Washington, [...]
Read MoreCHARLOTTE, N.C. – March 2, 2020 – Robert Russo, CEO of Independent Advisor Alliance, today announced his inclusion in LPL’s Executive Council for the fifth consecutive year. This elite recognition is given to less than 1% of the firm’s more than 17,000 financial advisors nationwide*. One of LPL’s top five firms, IAA oversees more than $10B [...]
Read MoreCHARLOTTE, N.C. – December 9, 2019 – Independent Advisor Alliance (IAA) today announced a new strategic partnership with Truelytics, the premier Advisor Transition Management tool in the wealth management industry, to leverage their technology in IAA’s new mergers and acquisition (M&A) program. “We’re excited to combine our expertise with the technology of Truelytics’ platform to address [...]
Read MoreCHARLOTTE, N.C. – September 30, 2019 – Independent Advisor Alliance (IAA) today announced the appointment of Kyle Campbell to head the firm’s new mergers and acquisitions program. Working in tandem with IAA’s business development and strategic solutions teams, Campbell will provide personalized guidance on mergers, acquisitions, succession planning, and firm evaluation – helping to ensure [...]
Read MoreCHARLOTTE, N.C. – June 10, 2019 – Independent Advisor Alliance (IAA) today announced that it has launched its own robo-advisory platform. This digital investing service, powered by Betterment for Advisors, provides advisors with a lower-cost investment management system, while still offering a personalized strategy and on-demand delivery of information for all clients, regardless of their investment [...]
Read MoreCHARLOTTE, N.C. – April 9, 2019 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, today announced donations totaling more than $8,000 to support Communities In Schools of Charlotte-Mecklenburg (CIS). This gift will help support CIS’ mission to keep kids stay in school and on a [...]
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