Independent Advisor Alliance (IAA) assists independent financial advisors in managing their operations, growing their practices, and connecting with a professional network. It offers a suite of customizable programs and services to support entrepreneurial-minded advisors.

Independent Advisor Alliance

Independent Advisor Alliance | 2,242 followers on LinkedIn. We help independent business owners execute their vision. | Independent Advisor Alliance fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success.

We offer innovative technology, research and strategic support — the tools we consider essential for growing your book of business. By joining forces with us, you can potentially lower overhead costs and take full advantage of our comprehensive resources, knowledge and experience.

True Wealth Advisor at True Wealth Management

Alejandro J. Ochoa, CRPC®

Director of Transitions at Independent Advisor Alliance

Tina VonCanon

Chief Experience Officer at Independent Advisor Alliance

Jefferson Pitt

Chief Marketing Officer at Independent Advisor Alliance

David Buzo, MBA

At IAA, we empower independent financial advisors at every stage of their journey—from making the leap to independence, running a thriving practice, growing your book, to planning your exit. Our tailored solutions ensure you're never alone. Check out our partnership brochure at https://hubs.la/Q02Xw5mR0 . #IndependentAdvisors #Partnership #AdvisorSupport #WeAreIAA

Honoring the brave men and women who have served our country, today and everyday. We're especially proud of our partner advisors who have served in the military, bringing the same dedication, integrity, and commitment to excellence to their work as they did in uniform. Thank you for your service. #VeteransDay #ThankYouforYourService

We're hiring for two positions - Trading and Operations Manager and Trading and Operations Associate! 🌟 The Trading and Operations Manager will play a critical role in overseeing the trading and operational aspects for IAA’s advisor network. This position is responsible for executing and improving the trading processes, ensuring compliance with industry regulations, and managing operational workflows to optimize advisor support. This role requires a blend of technical trading expertise, operational acumen, and a strong understanding of compliance standards in the RIA space. Apply here: https://lnkd.in/eCFgawaE . The Trading and Operations Associate is essential to ensuring seamless portfolio management and operational support for our advisors. The ideal candidate will be proactive, detail oriented, and a natural problem solver. Apply here: https://lnkd.in/eNpTcCKu . #WeAreIAA #Hiring #OPenPosition #JoinOurTeam

Happy Anniversary to two incredible team members! 🎉 Today we celebrate Charity Brimley, Executive Assistant to the CEO, on her 3rd anniversary and Jefferson Pitt , our Chief Experience Officer, on his 4th tomorrow! Thank you both for your dedication, hard work, and the impact you’ve made on IAA. Here’s to many more milestones ahead! #WeAreIAA #WorkAnniversary #EmployeeAppreciation

In the concluding segment of our 4x4 interview with Jim Birch from The Olde Mecklenburg Brewery , he discusses his vision for the future of the craft beer industry and highlights the core values of OMB. Visit https://hubs.la/Q02RpdVP0 for the full interview. #Leadership #OMB #CLTBusiness #BusinessValues

At Independent Advisor Alliance, we’re committed to supporting advisors at every stage of their journey—from making the transition to exiting the business. Discover how our comprehensive services empower you throughout your career. Check out our partnership brochure to learn more! #WeAreIAA #Partnership #IndependentFinancialAdvisors #RIA

Happy 7-Year Anniversary to our Director of Media & Public Relations, Dana Ryan ! 🎉 Your dedication, creativity, and passion have shaped IAA’s story in incredible ways. Thank you for bringing our message to life and making an impact every step of the way. #EmployeeAnniversary #AnniversaryCelebration #WeAreIAA

Happy Halloween! 🎃 Our team had a blast celebrating at Game Show Battle Rooms , competing for the ultimate prize – bragging rights. We embraced the spirit of friendly competition and showcased our creative costumes. Drop a comment below to cast your vote for your favorite staff member's costume! #HappyHalloween #WeAreIAA #Halloween2024 #EmployeeCelebration

As a financial advisor, success relies on both expertise and a strong support team. While you build client relationships and offer financial advice, your staff plays a crucial role in the smooth operation of your practice. Learn about finding the right support staff at https://hubs.la/Q02VlkMn0 . #FinancialAdvisors #PracticeManagement #RIA

Our latest partnership with Independent Advisor Alliance (IAA) gives their advisors across 27 states access to wealth.com ’s comprehensive, end-to-end estate planning platform, enabling them to easily offer clients essential documents like wills, trusts, and advance directives. Our intuitive platform empowers advisors to manage and visualize complex estates, optimize tax planning, and streamline reporting—elevating estate planning for high-net-worth clients. IAA's founder Robert Russo, CEO shared, “The addition of wealth.com ’s advanced estate planning solutions is the latest step in our journey to equip our partner advisors with the tools they need to serve their clients.” Read more here: https://lnkd.in/gMSaCtUc

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Independent Advisor Alliance

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