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.
Looking for a particular Independent Advisor employee's phone or email?
Independent Advisor Questions
The Independent Advisor annual revenue was $21.4 million in 2026.
Robert Russo is the CEO of Independent Advisor.
209 people are employed at Independent Advisor.
Independent Advisor is based in Charlotte, North Carolina.
The NAICS codes for Independent Advisor are [523, 5239, 52, 52393].
The SIC codes for Independent Advisor are [62, 628].
Top Independent Advisor Employees
-
Robert Russo
CEO at Independent Advisor
Charlotte, NC, US25+ -
2
-
31
-
25+
Related Companies
