Same firm. Same people. Same advisor-first philosophy that’s supported hundreds of independent advisors across the country. Just a brand that more clearly reflects who we are today – and where we’re headed.
IAA has changed a lot over the years.
The advisors we partner with are running more sophisticated businesses. The support we provide is deeper, broader, and more strategic than it’s ever been. $23+ billion in AUS. 250+ advisors. Partner firms across the country.
Visionary Square is the brand that reflects that growth. A modern identity built around our true role – a strategic partner helping independent business owners execute their vision.
A stronger brand behind your practice isn’t just good for us. It’s good for you.
When you tell a prospective client or recruit who you’re partnered with, that name carries weight. A clearer, more credible brand identity reinforces the quality of the platform supporting your business.
It signals stability. Professionalism. And long-term commitment.
Here’s what you get:
This is the part that matters most.
Your team stays the same. Your support channels stay the same. Your relationships stay the same. Our advisor-first model, our commitment to your independence, and our long-term partnership – none of that changes.
This is an evolution. Not a reinvention.
Visionary Square is IAA — leveled up and built for what comes next.
Same mission. Same people. Same commitment to helping you build the business you’ve always envisioned.
Just a brand that matches our identity.
Questions? Your relationship manager is ready to talk — and yes, they actually pick up the phone.
