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Independent Advisor Alliance, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC is an SEC-registered investment adviser in CHARLOTTE, NC, registered since 2013. The firm manages approximately $17.2...
Overview
INDEPENDENT ADVISOR ALLIANCE, LLC is an SEC-registered investment adviser in CHARLOTTE, NC, registered since 2013. The firm manages approximately $17.2 billion in assets. It has 251 employees and 247 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
Frequently asked questions
What is the primary business of Independent Advisor Alliance?
Independent Advisor Alliance operates as a registered investment advisor that provides infrastructure and compliance support to independent financial advisors. It does not manage a pooled fund or centralized portfolio; instead, it enables advisors to run their own practices under a shared RIA umbrella.
What services does Independent Advisor Alliance offer to affiliated advisors?
The firm provides compliance oversight, technology platforms, back-office administration, and regulatory support. Affiliated advisors retain ownership of their client relationships and investment discretion, with IAA handling the operational and legal framework required to operate as a registered advisor.
Where is Independent Advisor Alliance located?
The firm's headquarters are in Charlotte, North Carolina. No additional office locations have been publicly reported.
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