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.
225
ADVISORS
28
STATES
18.6
BAUS
26
STAFF
INDEPENDENT ADVISOR ALLIANCE
We Are IAA
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.
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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.
-
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. We’re here to provide you with the technology, resources, and training you need to thrive in your practice. By offering comprehensive support, we free up your time so you can focus on what matters most – serving your clients.
Innovation
We’re committed to innovation. We keep a pulse on industry news and leverage the latest technology to stay ahead of the curve. By staying current and anticipating future changes, we empower advisors to navigate evolving landscapes with confidence and agility.
Transparency
There are no surprises in our pricing. Our flat-fee pricing structure is clear, straightforward, and free from hidden costs. You can trust that what you see is what you get. This allows you to plan with confidence and allocate money to other areas of 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