Financial ADVSR advisor directory · SEC adviser records
Independent Advisor Alliance, LLC financial advisors
Every SEC-registered investment adviser representative at Independent Advisor Alliance, LLC, by the state and city of the office they work from.
The short answer
271 registered advisors work at Independent Advisor Alliance, LLC, in 33 states and 118 cities; the most are in Charlotte, NC (32). 66 list the CFP designation and 239 are also registered broker representatives.
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Cities with the most Independent Advisor Alliance, LLC advisors
Charlotte, NC 32Columbia, SC 20Alexander, AR 8Irvine, CA 6Raleigh, NC 6Clemmons, NC 5Little Rock, AR 5Matthews, NC 5Sussex, WI 5Tallahassee, FL 5Bismark, ND 4Irmo, SC 4Jacksonville, FL 4Kokomo, IN 4Lexington, KY 4Richfield, WI 4Atlanta, GA 3Belmont, NC 3Canton, OH 3Chesapeake, VA 3Conway, AR 3Cornelius, NC 3High Point, NC 3Holland, MI 3Metarie, LA 3Oregon City, OR 3Seattle, WA 3St. Charles, IL 3Bismarck, ND 2Carrollton, GA 2
Independent Advisor Alliance, LLC advisors by state
Independent Advisor Alliance, LLC in North Carolina 67
Charlotte 32Raleigh 6Clemmons 5Matthews 5Belmont 3Cornelius 3High Point 3Denver 2Mooresville 2Salisbury 2Wilmington 2Southport 1Summerfield 1
Independent Advisor Alliance, LLC in South Carolina 35
Columbia 20Irmo 4Charleston 2Clemson 2Hilton Head Island 2Aiken 1Greenville 1Lake Wylie 1Mt. Pleasant 1Summerville 1
Independent Advisor Alliance, LLC in Florida 24
Tallahassee 5Jacksonville 4Ave Maria 1Boca Raton 1Davie 1Dunedin 1Gainesville 1Jupiter 1Maitland 1Mount Dora 1Okahumpka 1Plantation 1Ponte Vedra Beach 1St. Johns 1Tampa 1Vero Beach 1Weston 1
Independent Advisor Alliance, LLC in Arkansas 21
Alexander 8Little Rock 5Conway 3Hot Springs 2Bryant 1Fayetteville 1Rogers 1
Independent Advisor Alliance, LLC in Wisconsin 16
Sussex 5Richfield 4Wauwatosa 2Delafield 1Hobart 1Menomonee Falls 1South Range 1Waukesha 1
Independent Advisor Alliance, LLC in California 12
Irvine 6Newport Beach 2Fremont 1La Quinta 1Larkspur 1Santa Barbara 1
Independent Advisor Alliance, LLC in Ohio 12
Canton 3Cincinnati 2Coshocton 2Napoleon 2Zanesville 2Toledo 1
Independent Advisor Alliance, LLC in Georgia 10
Atlanta 3Carrollton 2Kennesaw 2Dacula 1Peachtree City 1Sandy Springs 1
Questions
How many financial advisors does Independent Advisor Alliance, LLC have?
271 investment adviser representatives are registered with Independent Advisor Alliance, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 33 states and 118 cities. 66 list the CFP designation and 239 are also registered as broker representatives.
Where does Independent Advisor Alliance, LLC have the most advisors?
Charlotte, NC, with 32 registered advisors, then Columbia, SC (20). By state, North Carolina has the most, with 67.
How do I find a Independent Advisor Alliance, LLC financial advisor near me?
Pick your state below, then your city, to see every Independent Advisor Alliance, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Independent Advisor Alliance, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →