Independent Advisor Alliance, llc logo

Independent Advisor Alliance, llc

Updated today
Connect with this firm

Total assets under management

$14,074,143,679

More info

Total clients

33,592

29% high-net worth

Total advisors

219

of 283 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

153

Average account size

$418,973

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial Planning flat fees typically $0 to $15,000; Wealth Coaching fixed quarterly fees $250 to $10,000; Retirement Plan Consulting may include one-time flat rate fees for project work.

Project-based

Financial Planning hourly charge up to $500 per hour, negotiated between client and advisor; retirement plan consulting may be charged hourly as negotiated.

Other

Fee-only: Financial Planning Fees: hourly up to $500/hour; flat fees typically $0 to $15,000; Wealth Coaching Fees: fixed quarterly fees ranging from $250 to $10,000.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Independent Advisor Alliance, llc

11215 N. Community House Rd., Ste. 775

Charlotte NC 28277, United States

Number of offices

141

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 888.430.1555

Advisors at this firm

Scroll left Scroll right
user avatar

Gary R

Series 63, Series 66

Jacksonville, FL

Independent Advisor Alliance, llc
user avatar

Rachel T

Series 66

Alexander, AR

Independent Advisor Alliance, llc
user avatar

Darla S

CFP®, ChFC®, Series 66

Nampa, ID

Independent Advisor Alliance, llc
user avatar

John G

Series 65

Rogers, AR

Independent Advisor Alliance, llc
user avatar

Timothy S

CFP®, Series 63, Series 65

Springfield, MO

Independent Advisor Alliance, llc
user avatar

Lori S

Series 63, Series 66

Clemmons, NC

Independent Advisor Alliance, llc
user avatar

Hayley A

Series 66

Bismarck, ND

Independent Advisor Alliance, llc
user avatar

Kevin T

Series 63, Series 65

Houston, TX

Independent Advisor Alliance, llc
user avatar

William C

Series 65, Series 66

Vestavia Hills, AL

Independent Advisor Alliance, llc
user avatar

Collin D

Series 65, Series 66

Grand Rapids, MI

Independent Advisor Alliance, llc
user avatar

Ryan S

Series 66

Belmont, NC

Independent Advisor Alliance, llc
user avatar

Chad T

Series 66

Manhattan, KS

Independent Advisor Alliance, llc
user avatar

Luke L

Series 66

Bismark, ND

Independent Advisor Alliance, llc
user avatar

Jeffrey P

CFP®, Series 63, Series 66

Oregon City, OR

Independent Advisor Alliance, llc
user avatar

Philip L

CFP®, Series 63, Series 66

Charlotte, NC

Independent Advisor Alliance, llc
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")