Keep More
Our simplified, flat-fee pricing empowers you for financial growth and stability.
Do More
Make a difference in your business, one exceptional service at a time.
Choose More
Shape your succession plan to leave a business legacy that honors your values and vision.
We believe it’s your business, your way
Dedicated Analyst
IAA partner firms are assigned a dedicated compliance analyst to help you maintain regulatory standards, minimize risk, and establish best practices.
Proactive Surveillance
IAA works to protect you by proactively monitoring accounts, ensuring you are adhering to regulatory and firm standards.
Ongoing Training and Support
IAA offers monthly training sessions for advisors and staff, covering topics like cybersecurity and compliance best practices, ensuring your firm’s readiness and awareness.
Automated Review Tool
IAA is proud to introduce a revolutionary solution with our automated review tool. This innovative program streamlines the review process for financial advisors, enhancing efficiency and accuracy.
Options to Suit Any Client Objective
IAA offers a suite of options through our Asset Management Services program, each carefully curated to match any client objective and risk profile.
Weekly Market Insights
IAA provides access to exclusive weekly market insights and analysis from our Chief Investment Officer, Chris Zaccarelli, CFA.
Transparent Payout Structure
At IAA, we provide a transparent, flat-fee payout structure and clear reporting, ensuring you know exactly what you earn each month.
Marketing Support
IAA provides comprehensive marketing support through consulting and our internal Creative Capital program. Leverage our team for marketing tasks and focus on your clients.
Preferred Tech Stack
IAA offers a preferred tech stack for streamlined operations and enhanced client experiences, optimizing your practice with ease.
Mergers & Acquisitions
IAA provides expert guidance and support for Mergers & Acquisitions, ensuring a smooth transition and optimal outcomes for your business.
Succession Planning
IAA offers tailored succession planning services, ensuring a seamless transition and long-term success for your business.
Dedicated Relationship Manager
IAA streamlines your communication with IAA, LPL, and other partners, providing direct points of contact, advocacy, and resources for growth.
Peer Networking
Explore IAA’s peer networking opportunities to connect with industry professionals, share insights, and collaborate for mutual growth and success.
In-Person Events
IAA’s in-person events are designed to foster networking, knowledge sharing, and professional growth in a dynamic and engaging environment.
Educational Webinars
IAA offers educational webinars to gain valuable insights, stay updated on industry trends, and enhance your professional development from the comfort of your own space.
Dedicated Analyst
IAA partner firms are assigned a dedicated compliance analyst to help you maintain regulatory standards, minimize risk, and establish best practices.
Proactive Surveillance
IAA works to protect you by proactively monitoring accounts, ensuring you are adhering to regulatory and firm standards.
Ongoing Training and Support
IAA offers monthly training sessions for advisors and staff, covering topics like cybersecurity and compliance best practices, ensuring your firm’s readiness and awareness.
Automated Review Tool
IAA is proud to introduce a revolutionary solution with our automated review tool. This innovative program streamlines the review process for financial advisors, enhancing efficiency and accuracy.
Options to Suit Any Client Objective
IAA offers a suite of options through our Asset Management Services program, each carefully curated to match any client objective and risk profile.
Weekly Market Insights
IAA provides access to exclusive weekly market insights and analysis from our Chief Investment Officer, Chris Zaccarelli, CFA.
Transparent Payout Structure
At IAA, we provide a transparent, flat-fee payout structure and clear reporting, ensuring you know exactly what you earn each month.
Marketing Support
IAA provides comprehensive marketing support through consulting and our internal Creative Capital program. Leverage our team for marketing tasks and focus on your clients.
Preferred Tech Stack
IAA offers a preferred tech stack for streamlined operations and enhanced client experiences, optimizing your practice with ease.
Mergers & Acquisitions
IAA provides expert guidance and support for Mergers & Acquisitions, ensuring a smooth transition and optimal outcomes for your business.
Succession Planning
IAA offers tailored succession planning services, ensuring a seamless transition and long-term success for your business.
Dedicated Relationship Manager
IAA streamlines your communication with IAA, LPL, and other partners, providing direct points of contact, advocacy, and resources for growth.
Peer Networking
Explore IAA’s peer networking opportunities to connect with industry professionals, share insights, and collaborate for mutual growth and success.
In-Person Events
IAA’s in-person events are designed to foster networking, knowledge sharing, and professional growth in a dynamic and engaging environment.
Educational Webinars
IAA offers educational webinars to gain valuable insights, stay updated on industry trends, and enhance your professional development from the comfort of your own space.
Hear from Your Peers
“They allow me to work on the things I want to work on, and they always have my back.”
Bryan Wieferich, Wieferich Financial
Mount Pleasant, MI
“They are very responsive and quickly adopt new processes.”
Terry Colen, Blackbridge Financial
Charlotte, NC
“Wonderful leadership. Great back-office support. Expertise in all over areas you need to be successful!”
Ruth Simmons, REM Wealth Management
Martinez, GA
“A clean, thorough process for your compliance needs to be in place…I also like that they share best practices to help us become more efficient and recognize situations that can lead to problems.”