Alexander, AR Bryant Parkway Office

Team
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Independent Advisor Alliance, LLC logo

Independent Advisor Alliance, LLC

Enterprise

Firm-wide stats for Independent Advisor Alliance, LLC

Total advisors

302

Across 166 offices

Clients per advisor

140 Very High

Avg AUM per client

$386,491 Typical

HNW client ratio

37% High

About

Independent Advisor Alliance (IAA) works with a broad mix of clients — individuals (including high‑net‑worth), small businesses, pooled vehicles, charitable organizations, and retirement plans — offering asset management on both wrap and non‑wrap bases, financial planning, wealth coaching, and retirement plan consulting (including ERISA 3(21) and 3(38) services). The firm also acts as a solicitor and refers clients to third‑party managers and turnkey platforms when appropriate.

IAA’s advisory representatives provide both discretionary and non‑discretionary portfolio management and may implement strategies using model portfolios, sub‑advisors, and a range of analytical techniques (fundamental, quantitative, technical, and modern portfolio theory). The firm leverages technology platforms (for example, a third‑party held‑away account platform and an estate‑planning platform) to aggregate assets, rebalance held‑away accounts, and deliver digital estate‑planning workflows alongside traditional planning and coaching.

Compared with many large peers, IAA combines a network model of several hundred advisory representatives operating under independent DBA names with uncommon industry ties: many IAA representatives are dually registered to perform brokerage services through LPL Financial (IAA is partly owned by LPL), and the firm offers access to a third‑party estate‑planning platform that can connect clients to local T&E attorneys. IAA is not structured as an affiliation of multiple independent registered investment advisers, instead relying on supervised IARs, sub‑advisors, and third‑party managers to deliver client services — a governance and referral model that investors should note.

Based on Independent Advisor Alliance, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses

Based on Independent Advisor Alliance, LLC

Occupation focus

Founder/Business Owner Retired

Based on Independent Advisor Alliance, LLC

Location

4756 Bryant Parkway

Alexander AR 72022

Advisors at this office

8

Advisors at this office

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Rachel T

Series 66

Alexander, AR

Independent Advisor Alliance, LLC

Rachel Todd is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at LPL Financial and GenWealth Financial Advisors for seven years each and spent five years at Arvest Bank. Outside of her advisory work, she is associated with Tailored Tactical Arms LLC, a business entity registered for tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, and operates a network model of advisory representatives, many of whom maintain dual registration with LPL Financial.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Candice S

Series 63, Series 66

Alexander, AR

Independent Advisor Alliance, LLC

Candice Stanley is a financial advisor with Independent Advisor Alliance, LLC who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including LPL Financial, GenWealth Financial Advisors, and Edward Jones. Independent Advisor Alliance serves a broad range of clients such as individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary portfolio management. The firm utilizes model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Brian H

Series 63, Series 65

Alexander, AR

Independent Advisor Alliance, LLC

Brian Helms is a financial advisor with Independent Advisor Alliance, LLC based in Alexander, Arkansas. He holds Series 63 and Series 65 licenses and has three years of experience in the financial industry, having previously worked at LPL Financial. Prior to his advisory career, he spent 27 years with the University of Arkansas System Division of Agriculture. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, utilizing a network model with access to a range of portfolio management strategies and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Adam B

Series 63, Series 65

Alexander, AR

Independent Advisor Alliance, LLC

Adam Burke is a financial advisor at Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses. He has experience working with LPL Financial and a background that includes roles in education and small business operations. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model supported by discretionary and non-discretionary portfolio management and offers access to various strategies and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Janet W

Series 63, Series 65

Alexander, AR

Independent Advisor Alliance, LLC

Janet Walker is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. She previously worked at GenWealth Financial Advisors, LLC for 15 years and has been associated with LPL Financial for over two decades. Outside of her advisory work, she owns an advertising agency called Momentum Media. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth and estate planning.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Anna O

Series 66

Alexander, AR

Independent Advisor Alliance, LLC

Anna Olive is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, GenWealth Financial Advisors, and Ameriprise Financial Services. Outside of her advisory roles, she has been associated with a business entity named AJ's Hauling for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support asset aggregation, rebalancing, and estate planning.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Dustin D

Series 63, Series 65

Alexander, AR

Independent Advisor Alliance, LLC

Dustin Dandurand is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at LPL Financial, Peoples Bank, Simmons Bank, and BancorpSouth Bank, as well as a position at Third Baptist Church. He is also involved with GenWealth Financial Advisors, an RIA business and LPL DBA in Bryant, Arkansas. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through discretionary and non-discretionary portfolio management. The firm leverages various investment strategies and technology platforms while operating a network model of advisory representatives under independent DBAs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Troy J

Series 66

Alexander, AR

Independent Advisor Alliance, LLC

Troy Johnson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked with LPL Financial and GenWealth Financial Advisors. Johnson is involved in multiple investment-related activities, including advisory services through Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support asset aggregation and estate planning.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
View complete list of advisors at this office
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