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INDEPENDENT ADVISOR ALLIANCE, LLC
CRD 168267 · SEC 801-78808
11215 N. COMMUNITY HOUSE RD., STE. 775, CHARLOTTE, NC, 28277, United States
Phone
888.430.1555
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$17.23B
Discretionary AUM
$17.23B
Team
251 total employees; 247 advisory reps; 533 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26649 | $4.35B |
| High net worth individuals | 15578 | $11.97B |
| Pension/profit sharing plans | 875 | $147.7M |
| Charitable organizations | 932 | $472.8M |
| Corporations/business entities | 967 | $292.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- http://hensleyretirementplanning.com
- http://www.cpckokomo.com/
- http://www.blackbridgeoftheozarks.com/
- http://www.harveywealth.com
- https://www.wakepointe.com/
- http://jacksonfinancialplanning.com
- http://www.distinctivewealthmanagement.com/
- http://www.financialplans.net/
- https://www.talluscapital.com/
- https://www.tourbillionfa.com/
- https://www.kornerstonewealth.com/
- http://www.craigfaile.com/
- https://www.thefinancialknot.com/
- https://vivantfinancial.com
- http://www.newmarketfa.com
- http://www.prosperitywa.com/
- https://www.connected-wealth.com/
- https://www.livswell.com/
- http://www.the680group.com
- http://www.northpointfp.com
- http://www.blackbridgegoodwin.com/
- https://www.crescendo-wealth.com/
- http://www.genesisfinancialpartners.com
- http://bassfinancialmanagement.com
- https://www.currymooreassociates.com/
- http://www.silverkeywealth.com
- https://www.rjwealthmgt.com/
- https://marlinewealth.com/
- https://sislowealth.com/
- https://libertypointadvisors.com
- https://www.paolinifinancial.com/
- http://www.nortonfinancialinc.com
- http://www.rjschrift.com
- http://www.blackbridgeva.com/
- HTTPS://INDEPENDENTADVISORALLIANCE.COM
- https://fivestonefinancial.net/
- https://www.tjfaber.com
- https://www.cfpgroup.biz/
- http://www.palmettoinvestmentconsultants.com
- https://www.linkedin.com/company/independentaa/
- http://www.mooreburkhardt.com
- https://www.champinvestor.com/
- https://maps.app.goo.gl/aVRuTEM36oTpVYLD9
- https://www.claridencewealth.com/
- HTTPS://WWW.FACEBOOK.COM/INDEPENDENTAARIA
- http://altitudewealthmanagement.com
- https://www.crossoverpnt.com/
- https://www.steward.guide/
- http://www.bryantandbolick.com
- http://investra.com
- http://www.retirementpath.net
- https://www.harwoodwealthmgmt.com/
- http://www.onetreehilladvisors.com
- http://www.straightarrowfg.com
- http://www.crossroadsfinancial.group/
- https://www.fitfinancialwm.com
- https://darpelwealthadvisors.com/
- http://www.cfgsc.org
- http://www.wieferichfinancial.com/
- https://www.dillfinancial.com/
- http://barnescapgroup.com/
- http://www.blackbridgefinancial.com/
- https://www.crescentfinancialgroup.com/
- https://pwmg.com/
- https://www.armfieldwealth.com/
- https://www.newportfinancialplanning.com/
- https://www.sixpillarsfa.com
- http://www.mytruewealth.net/
- http://www.truenorthfp.com/
- https://getreadyforthefuture.com/
- http://www.blackbridgesc.com
- https://wealthbalanceadvisors.com/
- https://www.councilfamilyoffice.com/
- https://sagefinancialsystems.com
- https://www.youtube.com/@independentadvisoralliance
- https://www.gaskinsgibsoncapital.com/
- http://wayandwayinvest.com
- https://www.forwardfg.com/
- http://harvest-wm.com
- https://www.johnbaileyfinancial.com/
- http://www.precisionpointwealthmanagement.com
- https://www.markeywealthmanagement.com/
- http://www.2hstrategies.com
- https://www.chadtepe.com/
- https://www.yourwealthmgmt.com/
- http://www.rutledgefinancialpartnersllc.com/
- https://x.com/independentaa
- https://www.blackbridgenc.com/
- http://www.firstcommunityfc.com/
- http://www.atlanticcoastwm.com
- https://www.crescendo-wealth.com/
- https://www.credofinancialadvisors.com/
- http://www.hdeweythompsonfinancialservice.com
- https://www.buddwealth.com/
- https://lordwealthmanagement.com/
- http://www.freedomwealthpartners.com/
- http://www.daweswealthmanagement.com/
- HTTPS://CMPD12.COM
- https://stockbridgewa.com/
- http://www.rftolbertwealth.com/
- https://threetrailswealth.com/
- http://www.marzanocapitalgroup.com
- http://charlottewealthadvisors.com/
- https://jnwealthstrategies.com/
- https://www.avondalewealthadvisors.com/
- https://www.stillwaterfa.com/
- http://www.hollowellfinancialgroup.com
- https://socraticbetterwealth.com/
- http://foundersprivatewealth.com
- http://www.freemanfinancial.net
- https://metcap.me/
- http://www.vanderlugtcm.com
- https://reberinvestments.com/
Official SEC filing: View on IAPD