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| Independent Advisor Alliance LLC
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|---|---|
| CRD # | 168267 |
| SEC # | 801-78808 |
| CIK # | 0001696899 |
| AUM | 17.23 B (2026-06-29) |
| Employees | 251 (98% Investors, 88% Brokers) |
| Phone | 888-430-1555 |
| Address | 11215 N Community House Rd Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Nvidia Corp | 0.4 | |
| Apple Inc | 0.2 | |
| Ameris Bancorp | 0.2 | |
| Microsoft Corp | 0.1 | |
| Amazon Com Inc | 0.1 | |
| Alphabet Inc | 0.1 | |
| SPDR Gold Trust | 0.1 | |
| Alphabet Inc | 0.1 | |
| Broadcom Inc | 0.1 | |
| Facebook Inc | 0.1 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26,649 | 4.3 |
| (b) Individuals (high net worth individuals) | 15,578 | 12.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 875 | 0.1 |
| (h) Charitable organizations | 932 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 967 | 0.3 |
| (n) Other | 1 | 0.0 |
| Total | 45,002 | 17.2 |
| By Discretionary | ||
| Discretionary | 45,002 | 17.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 45,002 | 17.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.2 | |
| Total | 45,002 | 17.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001696899] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 533 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Integrated Wealth Concepts LLC
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|
MA | 18.92 B |
|
Benjamin F Edwards & Company Incorporated
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Transamerica Retirement Advisors LLC
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IA | 18.83 B |
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Stratos Wealth Partners Ltd
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AR | 18.04 B |
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Wilmington Trust Investment Advisors Inc
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Principal Securities Inc
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IA | 17.02 B |
|
IFP Advisors LLC
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FL | 16.29 B |
|
Farther Finance Advisors LLC
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CA | 16.01 B |
|
Osaic Advisory Services LLC
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GA | 15.48 B |