Why IAA

YOUR PRACTICE. YOUR FUTURE. OUR SUPPORT.

Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves more than 211 independent financial advisors in 23 states and services $12 billion of retail client assets as of December 2020.

 
 
 

Even in unprecedented times, IAA invested in people and technologies to help our advisors run more efficient and profitable practices. View our 2020 Annual Report to see what we accomplished.

 

Departments

Advisor Support Services

Advisor Support Services provides training, operational support, and events, as well assisting you through the onboarding process to ensure your transition to independence is smooth.

Strategic Solutions

Strategic Solutions offers programs and services – from investment solutions to marketing – to support you in positioning your practice for the future.

Compliance

Compliance focuses on understanding the regulatory landscape so you can focus on your clients and maintain autonomy while staying within the guard rails.

Business Development

Business Development strives to help you partner with the firm that's best for your business today and tomorrow, supporting you to get your business to where you want it to go.

Contact Us

Want to learn more about partnering with IAA? Set an appointment with a Business Development Officer to learn more.

We Respect Your Independence and are Committed to Support it

Learn More About IAA Support Services…

Integrity. Transparency. Choice.