firm profile
Independent Advisor Alliance, LLC
Overview
Independent Advisor Alliance, LLC is an SEC registered investment adviser based in Charlotte, NC, registered since 2013. It reports $17.2B in assets under management across 45,002 accounts, with 251 employees. It has 298 investment adviser representatives.
- Reported AUM
- $17.2B
- Discretionary
- 100%
- Accounts
- 45,002
- Average account
- $383K
- Employees
- 251
- Advisory reps
- 298
- Registered since
- 2013
- Jurisdictions
- 52
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Robert Paul Russo Chief Executive Officer, Founder CRD 4466372
- Alvin Dale Riley II Chief Growth Officer CRD 6033093
- David E Buzo Chief Marketing Officer CRD 6930961
2 more executive officers, with direct contact details
Advisory reps 3 of 298
- Brent L Adams Registered Rep · Investment Adviser Rep CRD 5877401
- William L Addison Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6152328
- Hayley Rose Akre Registered Rep · Investment Adviser Rep CRD 6314204
295 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 11215 N Community House Rd Ste 775
Charlotte, NC 28277 - County
- Mecklenburg
- Metro area
- Charlotte-Concord-Gastonia, NC-SC
- Region
- South
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: claridencewealth.com
Every state, with registration dates
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