Dedicated To Your Growth And Success
The Independent Advisor Alliance fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success.
Welcome to Independent Advisor Alliance (IAA). I’m Robert Russo, Founder and CEO of IAA, a growing network of successful, independent financial advisors. As a successful independent advisor and entrepreneur, I know firsthand that managing day-to-day business operations can be the most challenging aspect of establishing and growing an independent practice. In addition to serving the needs of a growing client base, you function as the chief marketing officer, website administrator, HR director, technology guru, compliance officer and more. The problem is, you’re potentially losing money each time your attention is diverted from the activities that drive new revenue and practice growth.
Thats why we established the Independent Advisor Alliance. We help you ease your operational burden, providing you with more time to serve existing clients and attract new ones. As an independent Registered Investment Advisory firm, our Hybrid RIA model provides you the flexibility to offer both fee and commission-based products, serving a broader range of client needs.
We offer a comprehensive array of business support services, innovative technology, research and strategic support the tools we consider essential for growing your book of business. By joining forces with us, you can lower overhead costs and take full advantage of our extensive resources, knowledge and experience.
Best of all, you continue to own and manage your successful independent practice, your book of business and the equity you build over time. And when you’re ready to retire or exit the business, we help you develop a strategy aimed at maintaining maximum value for your independent practice.
Contact Us today to learn more about the Independent Advisor Alliance.
Founder & CEO, Independent Advisor Alliance
- Local corporate office; Charlotte, NC
- Paperless office solution
- Hands-on support, guidance and mentoring
- Dedicated Service 360 team to support both sides of your business
- Platform and technology to offer fee based asset management services and commission based products
- Single sign-on for brokerage and advisory business
- Integrated fee calculation and billing
- Practice management coaching
- Access to conferences, training, C/E, networking and peer insight
- Neutral, objective compliance oversight
- Back-office administrative support and training
- Business continuity and succession programs
- Transition assistance
- Branding and marketing support
- Technology support and training
- New office set up