Columbia, SC Lady Street 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

303

Across 167 offices

Clients per advisor

139 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

1213 Lady Street, Suite 200

Columbia SC 29201

Advisors at this office

10

Advisors at this office

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E H

CFP®, Series 66

Columbia, SC

Independent Advisor Alliance, LLC

E Hancock Jr. is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he was affiliated with LPL Financial, LLC beginning in 2008. He operates in Columbia, SC. Independent Advisor Alliance works with 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 discretionary and non-discretionary portfolio management strategies and leverages various technology platforms to support client services.

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

CFP®, Series 66

Columbia, SC

Independent Advisor Alliance, LLC

Jason Langdale is a CFP® professional with 19 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC since 2017 and also associated with LPL Financial, LLC since 2011. His work includes providing investment advisory services through Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using a network model supported by technology platforms and access to third-party managers.

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

Series 66

Columbia, SC

Independent Advisor Alliance, LLC

Manning Crapps is a financial advisor with Independent Advisor Alliance, LLC in Columbia, SC, holding a Series 66 designation and 12 years of industry experience. He has worked with Independent Advisor Alliance since 2017 and has also been associated with First Community Bank and LPL Financial since 2014. 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 services. The firm employs a network model supported by technology platforms and offers both discretionary and non-discretionary portfolio management through a range of investment approaches.

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

Series 66

Columbia, SC

Independent Advisor Alliance, LLC

Nicholas Skey is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Bank and Freight Handlers Inc. He also serves as a notary. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary portfolio management with a range of analytical techniques and technology platforms to support client needs.

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

Series 63, Series 65

Columbia, SC

Independent Advisor Alliance, LLC

John Lyon is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Independent Advisor Alliance since 2017 and previously held roles at LPL Financial Corporation and First Community Bank starting in 2008. Lyon operates under the DBA First Community Financial Consultants. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and consulting services, utilizing a network model with supervised representatives and a combination of discretionary and non-discretionary portfolio management strategies.

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

CFP®, Series 63, Series 66

Columbia, SC

Independent Advisor Alliance, LLC

William Mason is a CFP®-designated financial advisor with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His prior experience includes roles at First Community Bank, LPL Financial, Mason Insurance Agency LLC, and AllState Insurance Company. He provides investment advisory services through Independent Advisor Alliance, an independent RIA firm based in Columbia, SC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates multiple portfolio management strategies and technology platforms to support client services.

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

Series 63, Series 65

Columbia, SC

Independent Advisor Alliance, LLC

William Addison is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 credentials. He has 13 years of industry experience, including roles at LPL Financial and First Community Bank. Addison is also a commissioned notary public in Columbia, South Carolina. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with numerous advisory representatives and utilizes various portfolio management strategies alongside technology platforms to support client needs.

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

Series 66

Columbia, SC

Independent Advisor Alliance, LLC

Frederick Felder III is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at firms including LPL Financial, First Community Bank, TNB Financial Services, and United Community Bank. Felder serves as a board member of The Certified Development Corporation of South Carolina. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and technology platforms, and operates through a network of independent advisory representatives often dually registered 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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Scott W

Series 65, Series 66

Columbia, SC

Independent Advisor Alliance, LLC

Scott Ward is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and possessing 25 years of industry experience. His prior roles include positions at Columbia Management Advisors, Riversource Investments, and Innovation Partners. Outside of his advisory work, Ward serves as a junior varsity basketball coach at Charlotte Christian School. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with access to third-party platforms and integrates technology to support portfolio 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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William H

Series 63, Series 66

Columbia, SC

Independent Advisor Alliance, LLC

William Hodge Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His background includes roles at First Community Bank, LPL Financial, and Allstate Insurance Company, as well as operating Iron Bridge Enterprises LLC. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model with hundreds of advisory representatives and integrates technology platforms to enhance portfolio management and estate planning services.

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