Media Mentions

Forget the Independent Advisor Alliance. It’s now Visionary Square

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$22bn Independent Advisor Alliance rebrands as Visionary Square

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Independent Advisor Alliance to Bring RIA Leadership and Insights to Exchange 2026

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2025 America’s Top RIA Firms

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EP Wealth, Independent Advisor Alliance Announce C-Suite Hires

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$20.5bn Independent Advisor Alliance Names LPL VP as Growth Czar

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Charlotte Firm Eyes Expansion as it Hits $20B Milestone

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Independent Advisor Alliance, Compound Planning Hail 2024 Milestones

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Winning or Learning: Advisor Advocates Podcast with David Buzo

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America’s Top Financial Advisory Firms 2025

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Burn the Grid: Independent Advisor Alliance

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Wealth.com Unveils Partnership with Independent Advisor Alliance

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Independent Advisor Alliance to Provide Wealth.com’s Estate Planning Tool

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Wealth.com Strikes Partnership with Independent Advisor Alliance

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Advisor Tech Talk (Week of 10/30/24)

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Leveling Up Your Practice: Closing Gaps with Effective Support

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Independent Advisor Alliance Enters Illinois with $165M Team

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IAA’s CMO David Buzo on The Social Standard Podcast

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$17.1bn Independent Advisor Alliance Wants to Buy Aggregators

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LPL Financial Takes Minority Stake in Independent Advisor Alliance

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LPL Takes 20% Stake in Independent Advisor Alliance

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LPL Financial (LPLA) Takes Stake in Independent Advisor Alliance

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LPL Financial Buys Minority Stake in Charlotte-Based Independent Advisor Alliance

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LPL Takes Minority Stake in $17.1bn Independent Advisor Alliance

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LPL Buys 20% Stake in Independent Advisor Alliance Branch

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$10.1bn Independent Advisor Alliance to Buy Minority Stakes in Advisors’ Revenue

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100 Fastest Growing RIAs: These Financial Advisor Firms Pull Ahead in 2023

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IBD Elite 2023: What the Heck is An OSJ?

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How a Young Advisor Bought Out a Practice

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Most Admired CEO Awards: Robert Russo, Independent Advisor Alliance

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Should I Transition to an RIA?

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These 20 Cities Have the Highest Concentration of Financial Advisors

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Independent Advisor Alliance and LPL Financial are separate entities.

IAA CEO Wants Financial Advisors to Focus on Clients’ Needs

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LUMINARIES 2022 Finalists: Executive Leadership – Individual

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What Is Your Sweet Spot To Go Independent? Should You Join a Hybrid Model?

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Independent Advisor Alliance Buys Stake in Fellow LPL-Affiliated RIA

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Burnout High Among Planners, Especially for Female Financial Advisors

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Humanizing, Demystifying, and Myth Busting Compliance with Jessica Sexton, Chief Compliance Officer of Independent Advisor Alliance

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What is An Independent Advisor?

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How Financial Advisors Can Grow Beyond Being Accidental Business Owners

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Future Returns: Why Investors Shouldn’t Tune Out to Inflation

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More Advisors Are Charging Separate Financial Planning Fees. Here’s Why

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OSJ Adds 80 Advisors in the Wake of LPL’s Waddell & Reed Deal

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LPL OSJ Aims to Lure Wirehouse Breakaways by Covering Moving Costs

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LPL, Waddell FAs Upbeat Over Expected Gains from ‘Home Run’ Deal

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Independent Advisor Alliance Disrupting Financial Advisory Industry

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LPL on the Rebound

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Robert Russo Builds Investment Firm by Sharing Revenue

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Hybrid RIA-OSJ Independent Advisor Alliance Tops 200 Reps

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LPL Pivots Toward the Center on Branch Recruiting

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New Jersey Advisor Managing $150 Million in Assets Joins LPL

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LPL Super OSJ Brings Equity-Swap Program Downstream

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LPL’s Independent Advisor Alliance to Roll Out Equity Swap Program for Smaller RIAs

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How Advisor-Dealmakers are Reshaping the IBD Sector

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LPL Nabs Wealth Management Practice from Advisor Group’s FSC Securities

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Orion Wins Its 95th LPL Advisor

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LPL Hybrid RIA Grabs Dozens of Advisors from Bill Hamm’s Exiting OSJ

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Many IFP Advisors Choose to Stay With LPL via Another OSJ

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LPL-Affiliated Group Adds 50-Plus Reps From Departing OSJ

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LPL Adds $135 Million AUM RIA To Hybrid Platform

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LPL Super OSJ Lands $300M Group

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LPL Super OSJ Lands $300M Group

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Independent Advisor Alliance is now Visionary Square!

Independent Advisor Alliance is now Visionary Square!