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Independent Advisor Alliance

Financial Services
+1 888-430-1555
11215 N Community House Rd, Charlotte, North Carolina, United States, 28277, Charlotte, North Carolina
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About Independent Advisor Alliance

Independent Advisor Alliance (IAA) is a hybrid firm that empowers financial advisors to succeed as independent business owners. IAA offers a suite of customizable programs and services, including compliance guidance, practice management, and succession planning, to support advisors across 27 states with over $18 billion in assets under supervision[2][3]. Their target audience is entrepreneurial-minded advisors seeking independence and growth. IAA's unique selling proposition is its "supported independence model," providing advisors with the freedom and flexibility to manage their businesses while offering comprehensive resources and support[1][3].

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