Independent Advisor Alliance

Overview

Independent Advisor Alliance (IAA) is a financial services firm that provides investment management and financial planning solutions to independent advisors. Founded in 2013, IAA has grown to support over 220 advisors and 140 partner firms across 27 states. The firm offers a range of services designed to empower advisors to operate as independent business owners, including compliance oversight, investment strategies, business model selection, transitions and onboarding, institutional services, advanced technology, training and assistance, succession planning, and marketing services. IAA's mission is to serve as a transparent support system for entrepreneurial-minded advisors navigating the complexities of business ownership. The firm operates under a flat-fee advisory payout structure, with offices starting at a 100% payout and never paying more than $32,000 for the primary advisor and $12,000 for each additional advisor. This structure is designed to provide advisors with the freedom and flexibility they need to effectively serve their clients. IAA's core values include caring, trustworthy, committed, positive, and confident, which guide the firm's actions and interactions both personally and professionally. The firm's headquarters are located in Charlotte, North Carolina, and it operates in 27 states across the United States. IAA's services are tailored to meet the unique needs of each advisor, providing customized support to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. The firm's commitment to innovation and adaptability ensures that advisors have access to the tools and resources necessary to succeed in a constantly evolving industry. IAA's approach emphasizes transparency, with a flat-fee pricing model that empowers advisors to plan ahead, manage expenses with confidence, and invest more intentionally in their businesses. The firm's team of experts is dedicated to supporting advisors every step of the way, fostering personal connections and providing comprehensive solutions to allow financial advisors to move into private practice. IAA's affiliation models include Corporate, Hybrid, and RIA-Only options, offering flexibility and choice to advisors seeking independence. The firm's comprehensive support and resources free up advisors' time, allowing them to focus on serving their clients and growing their businesses. IAA's commitment to its advisors is reflected in its core values and its dedication to providing the support and resources necessary for advisors to succeed as independent business owners.

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