ABOUT IAA

Just as you are there to serve your clients, we are here to serve you.

image
ABOUT IAA

Just as you are there to serve your clients, we are here to serve you.

Independent Advisor Alliance (IAA) began with seven original advisors in 2013 and has grown to over 215 partners in 145 firms across 23 states. The IAA team goes beyond just support, we identify and fill in gaps that our partners may not have the resources to solve for. We aim to be a transparent support system for entrepreneurial-minded advisors navigating the complex world of business ownership.

We leave it up to you to be the ultimate decision-maker for your practice. Just as you are there to serve your clients, we are here to serve you. Through compliance, support and consulting, programs, and more, Independent Advisor Alliance strives to build a true partnership, so you have the freedom and resources to best serve your clients.

“IAA provides comprehensive solutions to allow financial advisors to move into private practice. After all, being independent shouldn’t mean being alone.”

we are iaa independent advisor alliance charlotte nc
Robert Russo

Founder & CEO

What makes us different.

Transparency

We believe transparency is the cornerstone of any successful partnership. IAA offers a fee-based pricing structure without built-in or hidden costs, so you decide when and where to put additional dollars to support and grow your business.

Advocacy

We strive to empower advisor teams with the knowledge and resources they need to build their confidence. We believe in being fully transparent with our process and will be here to assist you with whatever is thrown your way. We know running an independent business can be overwhelming, but we are here to be an extension of your team.

Partnership

We understand that one of the most significant benefits of teaming up with an RIA is the partnership that comes with it. By providing the technology, resources, and training to advance your practice, we give you the opportunity to spend more time with clients and foster relationships.

Innovation

We strive to be always looking ahead to what’s coming next in the industry. We stay current on industry news, so we can anticipate any changes in the future that will impact our partners and their future. We take pride in investing our profits back into technology and resources that will help expand our ability to service advisors.

20+ Years of Experience

Robert Russo understands financial advisors because he’s been one.

we are iaa independent advisor alliance robert russo

Robert grew his book of business through primarily institutional relationships running 401(k) plans for small to midsized businesses. Always looking to partner with like-minded advisors, Robert founded an OSJ in the Charlotte, NC area to continue building relationships.

During his many years of experience as an advisor and OSJ, he realized his passion was working directly with other advisors rather than managing a book of business.

This passion led him to take the risk of selling his retirement plan business to start the RIA – Independent Advisor Alliance.

LET’S WORK TOGETHER