New identity reflects the firm’s evolution into a destination firm for advisors seeking support, partnership, and execution of vision.
CHARLOTTE, N.C. – March 17, 2026 – Independent Advisor Alliance (IAA), one of the nation’s leading hybrid RIAs supporting independent financial advisors, today announced it has rebranded as Visionary Square, marking a significant milestone in the firm’s evolution and long-term growth strategy.
The firm officially unveiled the new name at a launch celebration during the Exchange Conference in Las Vegas on March 16th, introducing Visionary Square to financial advisors and industry leaders ahead of today’s formal announcement.
The new brand reflects the evolution since the firm’s founding in 2013, including expanded capabilities, increased scale, and a deepened role as a strategic partner to business owners. Visionary Square represents the firm as it’s been built, one focused on leadership, collaboration, innovation, and helping independent financial advisors transform vision into execution.
“Visionary Square reflects who we are today and where we are going,” said Robert Russo, Founder and Chief Executive Officer. “Independence is evolving. Advisors are building more sophisticated businesses, and they need a partner that can grow with them. This brand aligns our identity with the level of impact we’re making and the role we intend to play in shaping what’s next.”
Before the digital age, every great city had a square, a central place where commerce, community, and ideas converged. It was where people gathered to exchange solutions, form partnerships, and shape the future. Visionary Square draws from that concept to create a modern square for independent advisors; a place where forward-thinking firms convene to collaborate, access support and resources, and turn ambition into action.
The name was chosen to capture both the mindset and the model behind the firm. “Visionary” represents the forward-thinking advisors and leadership the firm provides, while “Square” symbolizes a central place of connection—where people, platform and opportunity come together.
“This is an evolution, not a reinvention,” added David Buzo, Chief Marketing Officer. “Visionary Square represents clarity of purpose and a brand that matches the strength, stability, and future focus of the firm we’ve built. We’re creating a destination for advisors who want to lead, build value, and define their version of independence.”
The Visionary Square brand will roll out across digital platforms, communications, and firm experiences throughout 2026.
About Visionary Square
Visionary Square (formerly Independent Advisor Alliance) is a leading hybrid RIA dedicated to helping independent financial advisors build, scale, and sustain successful businesses. Inspired by the historic role of the town square as a center of connection, commerce, and progress, Visionary Square is designed to serve as a modern gathering place where forward-thinking advisors convene to collaborate, access resources, and turn vision into execution.
The Square provides customized support across strategy, operations, compliance, technology, and growth initiatives, serving as a long-term strategic partner to independent business owners at every stage of their journey. Built on an advisor-first philosophy and a deep commitment to independence, we empower firms to execute their vision, scale with confidence, and shape the future of their businesses.
For more information, visit www.visionarysquare.com.
###
Media Contact
Dana Ryan
Visionary Square
+1 (888) 430-1555