We're thrilled to welcome Precision Point Wealth Management! ?? As a new partner firm, Stuart Vaughn and his team bring a commitment to helping clients navigate their financial journeys with precision and purpose. We look forward to supporting their ongoing growth and success. Here's to a strong partnership and bright future together! Check out their website ?? https://hubs.la/Q02ZdxRM0 #Partnership #RIA #IndependentFinancialAdvisors #WeAreIAA
Independent Advisor Alliance
金融服务
Charlotte，North Carolina 2,261 位关注者
We help independent business owners execute their vision.
关于我们
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. Managing your day-to-day business operations can be the most challenging aspect of going independent. As an entrepreneur, you function as the chief marketing officer, website administrator, compliance officer and more. Your affiliation with the Independent Advisor Alliance can help ease your operational burdens and give you more time to serve your existing clients. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AK, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY; PR Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.
- 网站
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https://www.independentadvisoralliance.com
Independent Advisor Alliance的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Charlotte，North Carolina
- 类型
- 合营企业
- 创立
- 2013
- 领域
- Hybrid RIA、Monitoring/Maintenance of Compliance Requirements、Business Continuity & Succession、Branding & Marketing Support、Back-Office Administrative Support、Continuing Education Assistance和Transition Assistance
地点
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主要
获取路线
11215 N Community House Rd
Suite 775
US，North Carolina，Charlotte，28277
Independent Advisor Alliance员工
动态
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Don’t leave your future to chance! At Independent Advisor Alliance, we help financial advisors craft robust succession plans that ensure client continuity, financial security, and personal fulfillment. ?? Download our Succession Planning Checklist at https://hubs.la/Q02Z6j870 to keep track of the questions you should consider when succession planning. #SuccessionPlanning #FinancialAdvisors #LegacyBuilding #WeAreIAA
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?? We’ve got BIG news to share! ?? IAA has been named one of America’s Top Financial Advisory Firms for 2025 by Newsweek! ?? Out of over 15,000 SEC-registered financial advisories evaluated nationwide, we’ve been recognized in the top 750 for standing out in key areas, including: ? Asset Performance ? Client Performance ? Service Offerings This honor reflects our unwavering commitment to supporting and empowering #financialadvisors. ???? #advisors #financialplanning #wealthmanagement #support #services #rias #independence #WhyIAA
When it comes to finding a wealth advisor, Americans are looking for a trusted partner. That’s why?Newsweek?is partnering with Plant-A Insights Group to honor America’s Top Financial Advisory Firms 2025. These firms are leading the charge, offering clients innovative solutions, personalized attention, and a commitment to fiduciary responsibility. Congratulations to a collection of the top firms. Granite Bay Wealth Management,?Partner Paul Stanley TerraWealth?, CEO P. Scott Leonard, RFG?, CFS?? Covenant Wealth Advisors,?CEO Mark Fonville, CFP?? Redhawk Wealth Advisors, Inc., CEO Dan Hunt, AIF?, CRPS?? Miracle Mile Advisors,?CEO Bruce Milam? Invst,?CEO Scott Jarred, CFP?? One Oak Capital Management, LLC, CEO Steve DiTursi? SFI Advisors, Managing Director John H. Sampers? S.E.E.D. Planning Group, LLC, CEO Travis Maus, AIFA? Aaron Wealth Advisors, CEO Gary Hirschberg, JD, CTFA Read more: https://lnkd.in/gUwUVAY4 #TopFinancialAdvisoryFirms #FinancialAdvisory
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We're excited to welcome the newest members of the IAA team, Emily J Blackwell & Lauren Grames! ?? Emily steps in as our Director of Transitions, while Lauren takes on the role of Director of Advisor Technology. Both bring a exceptional expertise and industry insight, and we're eager to see all they will accomplish in these roles. #WeAreIAA #WelcometotheTeam #TeamGrowth #AdvisorSupport
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Ready to supercharge your marketing strategy? Join David Buzo, MBA December 5 at 2 PM ET as he dives into the essentials of creating a marketing budget tailored for financial advisors. Whether you’re refining your current budget or starting anew, understanding customer acquisition costs and revenue-based budgeting will set you on the path to success. Register now at https://hubs.la/Q02YJxk90. #Marketing #FinancialAdvisors #FinancialAdvisorMarketing #Webinar
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“I don’t like the #grid. Why do we have a grid?....As a #hybrid solo practitioner, to leverage our firm, it’s a flat 32k with 100% #payout...” At IAA, we’re changing the game. Our flat-fee pricing model is straightforward and predictable. No hidden costs. No unnecessary services. Just the flexibility and support #financialadvisors need to grow their businesses on their terms. In the latest episode of the Advisor Advocates Podcast, IAA’s Robert Russo, CEO and Garrett Layell CFP?, dive deep into how our innovative model and collaborative approach empowers independent #advisors. We help business owners execute their vision, eliminate inefficiencies, and stay focused on what really matters—growing their practice with full #independence. ?? Discover how we're redefining success for #advisors in the #RIA space. #burnthegrid #advisors #success #rias #flatfee #WhyIAA
New Advisor Advocates Podcast episode out featuring Robert Russo, CEO of Independent Advisor Alliance. IAA has one of the most innovative business models in the industry for Independent Advisors. Robert did an awesome job explaining the unique culture and background of his team. I really appreciate him taking the time to tell their story. This was a lot of fun! Full episode: https://lnkd.in/eNe3QWsw
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As financial advisors, you dedicate your careers to helping clients secure their futures. But what about our own? A robust succession plan is crucial for ensuring the longevity of your practice and the trust of your clients. Start planning early to maximize your business's value and maintain client continuity. Learn more at https://hubs.ly/Q02YclFG0. #SuccessionPlanning #FinancialAdvisors #WeAreIAA #ClientContinuity
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At IAA, we offer three unique affiliation models tailored to your business needs: 1?? Hybrid Model: Enjoy the flexibility of conducting both brokerage and advisory business with the support of LPL Financial. 2?? Corporate Model: Leverage the strength of a corporate structure while providing comprehensive advisory services through LPL Financial. 3?? RIA-Only Model: Focus solely on personalized investment advice with no broker-dealer affiliation. Join a community that prioritizes your vision and empowers your success! Let's connect ?? https://hubs.la/Q02Xx8t50 #FinancialAdvisors #WeAreIAA #Independence #Partnership
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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
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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
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