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Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves 212 independent financial advisors in 22 states, servicing more than $10.1 billion of client assets of which $6.2 billion are assets under management as of July 2020.

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Revenue $21 million
Funding $350000
Employees 302 (302 on RocketReach)
Address 11215 N Community House Rd Ste 775, Charlotte, North Carolina 28277, US
Phone (980) 321-1232
JavaScript, HTML, PHP +18 more (view full list)
Category Finance General, Finance
Competitors Gold Medal Waters, Independent Financial Group, LLC, Kingsview Partners, LYTLE ASSOCIATES INC, Thun Financial Advisors
SIC 62, 628
NAICS 52, 523, 5239, 52393

Independent Advisor Questions

The Independent Advisor annual revenue was $21 million in 2023.

302 people are employed at Independent Advisor.

Independent Advisor is based in Charlotte, North Carolina.

The NAICS codes for Independent Advisor are [52, 523, 5239, 52393].

The SIC codes for Independent Advisor are [62, 628].

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