Overview
Assets Under Management: $14.1 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 9,632
Average Client Assets: $64,943
Frequently Asked Questions
INDEPENDENT ADVISOR ALLIANCE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168267), INDEPENDENT ADVISOR ALLIANCE, LLC is subject to fiduciary duty under federal law.
INDEPENDENT ADVISOR ALLIANCE, LLC is headquartered in CHARLOTTE, NC.
INDEPENDENT ADVISOR ALLIANCE, LLC serves 9,632 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, INDEPENDENT ADVISOR ALLIANCE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
INDEPENDENT ADVISOR ALLIANCE, LLC is ranked #98 by Forbes in 2025. Learn more about these rankings ↓
INDEPENDENT ADVISOR ALLIANCE, LLC manages $14.1 billion in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, INDEPENDENT ADVISOR ALLIANCE, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 98
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 9,632
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.44
Average High-Net-Worth Client Assets: $64,943
Total Client Accounts: 54,861
Discretionary Accounts: 54,861
Regulatory Filings
CRD Number: 168267
Filing ID: 2028325
Last Filing Date: 2025-11-18 13:05:59
Website: 140