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Shape your succession plan to leave a business legacy that honors your values and vision.

We believe its 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

The latest from Independent Advisor Alliance

Advisor Spotlight: Erin Mendez

Erin Mendez talks ChatGPT, why women are wired to be good financial advisors, and more.

Video: CIO on Fox Business

IAA’s CIO, Chris Zaccarelli, made an appearance on Fox Business on April 4, 2024.

Blog Post: Compliance Tips

We demystify the complexity of compliance and equip you with seven actionable tips to remain compliant.

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