Wealth Manager
    SEC Registered
    Manages Private Funds

    Independent Advisor Alliance, LLC

    Registered investment advisor · Charlotte, North Carolina · CRD #168267

    Assets Under Management
    $17.2B
    Client Accounts
    45,002
    Employees
    251
    CRD Number
    168267
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Independent Advisor Alliance, LLC

    Independent Advisor Alliance (IAA) is a hybrid financial services firm based in Charlotte, North Carolina, founded in 2013 by Robert Russo. The firm supports independent financial advisors with customizable services designed to help them grow their practices and meet their clients' financial and retirement needs. IAA has grown significantly, expanding from 7 initial advisors to over 220 across 140 partner firms in 27 states, managing approximately $12.2 billion in advisory assets and $1.6 billio

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Independent Advisor Alliance, LLC

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    Frequently Asked Questions

    What is Independent Advisor Alliance, LLC's AUM?

    Independent Advisor Alliance, LLC reports approximately $17.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Independent Advisor Alliance, LLC headquartered?

    Independent Advisor Alliance, LLC is headquartered in Charlotte, North Carolina.

    What is Independent Advisor Alliance, LLC's CRD number?

    Independent Advisor Alliance, LLC's CRD number is 168267. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Independent Advisor Alliance, LLC manage?

    Independent Advisor Alliance, LLC manages approximately 45,002 client accounts according to its latest SEC filing.

    Is Independent Advisor Alliance, LLC SEC registered?

    Yes, Independent Advisor Alliance, LLC is registered with the SEC as an investment adviser with an approved registration status.

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