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 [...]
Read MoreCHARLOTTE, N.C. - March 03, 2026 - Independent Advisor Alliance (IAA) today announced that 73 advisors across its national network of partner firms have been recognized by LPL Financial as Distinguished Financial Advisors, an honor reserved for advisors who set the standard for excellence in financial guidance.* With more than a quarter of IAA-affiliated advisors [...]
Read MoreCHARLOTTE, N.C. - February 02, 2026 - Independent Advisor Alliance (IAA), one of the nation’s leading hybrid RIAs dedicated to helping business owners execute their vision, is excited to announce the promotions of Jamie Summerlin to Chief Experience Officer and Devin Stamp to Custodian and Platform Manager. These appointments underscore IAA’s continued commitment to putting [...]
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