CHARLOTTE, N.C. – June 05, 2025 – Independent Advisor Alliance (IAA) today announced that CEO Robert Russo has been named a finalist for Chief Executive Officer of the Year (RIA) for the 2025 Wealth Management Industry Awards. This prestigious recognition honors executives who exemplify vision, courage, and integrity while demonstrating measurable business impact and thought leadership within the financial services industry.
As CEO of Independent Advisor Alliance, Russo has led the firm through a period of significant growth and expansion, growing from $100M to nearly $22B in AUS since he launched it in 2014. Under his leadership, IAA has enhanced its technology platform, expanded its practice management resources, and strengthened its community of independent financial advisors.
Hosted annually by WealthManagement.com, the Wealth Management Industry Awards, commonly known as the “Wealthies,” recognize firms and individuals whose work is elevating the wealth management space and supporting financial advisors in delivering outstanding client outcomes.
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
+1 (888) 430-1555