Prospeo
Hero Section BackgroundHero Section Background
Independent Advisor Alliance

Independent Advisor Alliance

Financial ServicesFlag of USCharlotte, North Carolina, United States21-50 Employees

Company overview

Headquarters11215 N Community House Rd, Suite 775, Charlotte, North Carolina 28277, US
Phone number+18884301555
Websites
NAICS52
SIC628
Keywords
Asset Management, Practice Management, Financial Planning, M&A, Transition Assistance, Business Continuity & Succession, Back-Office Administrative Support, Branding & Marketing Support, Continuing Education Assistance, Hybrid Ria, Monitoring/Maintenance Of Compliance Requirements
Founded2013
Employees21-50
Socials

Key Contacts at Independent Advisor Alliance

Flag of US

Robert Russo

Ceo

Flag of US

David Buzo

Chief Marketing Officer At Independent Advisor Alliance

Flag of US

Emily J Blackwell

Director Of Transitions

Flag of US

Dana Ryan

Director Of Corporate Communications And Public Relations

Flag of US

James Summerlin

Director Of Advisor Success

Flag of US

Tina Voncanon

Director Of Transitions

Independent Advisor Alliance Email Formats

Independent Advisor Alliance uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
45.6%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
22.3%
{first name}@company.com
john@company.com
15.1%
{first name}{last name}@company.com
johndoe@company.com
9.8%
{first name}_{last name}@company.com
john_doe@company.com
7.2%

About Independent Advisor Alliance

Discover the advantage of independence with a partner who's invested in your success. At Independent Advisor Alliance (IAA), we empower growth-minded business owners who are also financial advisors. We believe in the power of independence and the strength of community. When you choose independence, you become more than a financial advisor. You're suddenly a compliance officer, marketer, IT manager, and everything in between. That's where we come in. Our job is to simplify yours. Our mission is to equip you with the essential tools, resources and support to grow your business while reducing overhead and eliminating the operational headaches that come with running your own firm. Partnering with IAA means you can offload operational burdens, keep more of what you earn through our flat-fee pricing structure, and gain the freedom to focus on what matters most: delivering exceptional advice, building lasting relationships, and creating the firm you've always envisioned. We help independent business owners execute their vision. 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.

$

Independent Advisor Alliance revenue & valuation

Annual revenue$9,000,000
Revenue per employee$291,000
Estimated valuation?$28,800,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Independent Advisor Alliance has 16 employees across 10 departments.

Departments

Number of employees

Funding Data

Explore Independent Advisor Alliance's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2024-01-1819N/A

Funding Insights

1

Number of funding rounds

Independent Advisor Alliance Tech Stack

Discover the technologies and tools that power Independent Advisor Alliance's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

ScrollMagic

ScrollMagic

JavaScript libraries

WP Rocket

WP Rocket

Caching

Goober

Goober

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Google Maps

Google Maps

Maps

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

Quill

Quill

Rich text editors

PHP

PHP

Programming languages

Highlight.js

Highlight.js

JavaScript libraries

Frequently asked questions

Independent Advisor Alliance is located in Charlotte, North Carolina, US.
You can reach Independent Advisor Alliance at +18884301555.
Independent Advisor Alliance was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.
Independent Advisor Alliance has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles