A complete list of active advisors currently associated with Independent Advisor Alliance, llc
Warmer can help you find a great advisor at Independent Advisor Alliance, llc or one who fits your needs even better.
Independent Advisor Alliance (IAA) serves a broad mix of individuals (including high-net-worth clients), businesses, retirement plans, and other institutional clients through a network of approximately 294 advisory representatives and manages over $17 billion in discretionary assets. The firm offers asset management on both wrap and non-wrap platforms, financial planning, wealth coaching, and retirement-plan consulting and management services. IAA delivers portfolio management on discretionary and non-discretionary bases and implements strategies using sub‑advisors, third‑party model portfolios, and technology platforms for held‑away accounts (e.g., Pontera); it also acts as a solicitor to refer clients to third‑party managers and provides ERISA 3(21) advisory and 3(38) investment manager services for retirement plans. Financial planning engagements may be combined with investment management, and advisors can provide ongoing coaching and access to an estate‑planning workflow through a licensed platform. Noteworthy features compared with many enterprise peers include a formal relationship with LPL Financial (LPL holds a 20% ownership interest and many IAA advisors are dually registered as LPL broker‑dealer representatives), co‑ownership of an insurance business (Sage Insurance Partners), and use of the Wealth.com estate‑planning platform that connects clients to local trusts & estates attorney partners. IAA also documents receipt of non‑cash support from custodians (practice‑management publications, platform support and transition assistance) and discloses referral and distributor arrangements that can create conflicts of interest, with supervisory policies in place to address them.
To learn more about the advisors currently working at Independent Advisor Alliance, llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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