Strategic Hire Rounds Out Leadership Team and Supports Acceleration of Firm’s M&A Momentum

CHARLOTTE, N.C. – August 11, 2025 – Independent Advisor Alliance (IAA) is excited to announce the appointment of Dale Riley as its new Chief Growth Officer, a move that further strengthens the firm’s executive leadership and deepens its commitment to helping financial advisors grow and succeed. 

Riley will oversee IAA’s nationwide growth strategy, focusing on expanding relationships with partner firms and identifying new business development opportunities.

Riley brings a wealth of experience and proven leadership to IAA, with a comprehensive career spanning strategic growth, advisor recruitment, and practice development. His leadership will play a critical role in expanding the firm’s national footprint, and in maintaining the value, resources, personalized support and advisor-first mindset IAA is known for.

With Riley at the helm of growth, CEO Robert Russo will be able to dedicate greater focus to strategic firm-wide initiatives, including the continued development and expansion of IAA’s mergers and acquisitions efforts.

“Dale’s industry expertise and deep understanding of what advisors need to thrive make him an ideal addition to our team and will ensure our growth efforts are both purposeful and aligned with our core mission,” said Robert Russo, CEO and Founder of IAA. “As interest in our M&A pipeline continues to grow, his role will also allow me to focus more directly on helping advisors through the complexities of firm acquisition, succession planning, and long-term growth.”

Riley joins IAA following a ten-year tenure at LPL Financial, where he most recently served as Vice President of Advisory Consulting. He also held roles at MetLife and AXA Advisors, contributing to his broad perspective on the RIA space.

This strategic hire reflects IAA’s continued growth and its unwavering commitment to empowering financial advisors with the tools, resources, and guidance they need to thrive in an evolving industry. 

About IAA  

Independent Advisor Alliance (IAA) is a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor’s unique needs and challenges. IAA supports its partner firms with customized support services, resources, and programs designed to optimize efficiencies, reduce expenses, retain and attract clients, assist with succession planning, boost revenue, and more. For more information, visit www.independentadvisoralliance.com.

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Media Contact

Dana Ryan

Independent Advisor Alliance

[email protected]

+1 (888) 430-1555