Independent Advisor Information

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.