Independent Advisor Alliance, LLC
● SEC registered since 2013CRD 168267SEC# 801-78808Charlotte, NC
Reg. AUM
$17.23B
Employees
251
Accounts
45,002
Location
Charlotte, NC
Independent Advisor Alliance, LLC assets under management
Independent Advisor Alliance, LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2013. It reports $17.2 billion in regulatory assets under management and employs 251 people.
Independent Advisor Alliance, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alvin Dale Riley | Chief Growth Officer | Under 5% | 2026 |
| David E Buzo Control | Chief Marketing Officer | Under 5% | 2023 |
| Iaa Holdings, LLC Control | Managing Member | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Independent Advisor Alliance, LLC manage?
Independent Advisor Alliance, LLC reports $17.2 billion in regulatory assets under management on its Form ADV.
How many employees does Independent Advisor Alliance, LLC have?
Independent Advisor Alliance, LLC reports 251 employees.
Where is Independent Advisor Alliance, LLC located?
Independent Advisor Alliance, LLC is based in Charlotte, NC and has been SEC-registered since 2013.
Does Independent Advisor Alliance, LLC disclose fund performance?
Independent Advisor Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11215 N. Community House Rd., Ste. 775, Charlotte, NC 28277 |
| Phone | 888.430.1555 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1696899 |
| Discloses disciplinary history | No |
Regulatory AUM
$17.23B▲ 34%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$17.23Bregulatory AUM
Discretionary $17.23B