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 [...]
Read MoreCHARLOTTE, N.C. - October 03, 2025 - Independent Advisor Alliance (IAA) is thrilled to announce its inclusion on Forbes’ Top RIA Firms of 2025 list, earning recognition as #1 in North Carolina and ranking among the Top 100 firms nationwide. This achievement reflects the collective dedication and expertise of IAA’s leadership, team members, and partner [...]
Read MoreStrategic 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 [...]
Read MoreDENVER-(BUSINESS WIRE) - August 07, 2025 - Income Laboratory, Inc. (Income Lab) maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA), one of the nation’s leading hybrid RIAs. This collaboration brings Income Lab’s dynamic retirement planning platform to IAA’s network of over 142 partner firms, offering powerful tools [...]
Read MoreCHARLOTTE, 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 [...]
Read MoreCHARLOTTE, N.C. - Apr. 01, 2025 - Independent Advisor Alliance (IAA) is excited to announce a build out of its marketing team to support the firm’s ongoing growth and increasing demand for comprehensive resources from independent financial advisors. This expansion reflects IAA’s commitment to empowering advisors with the tools, services, and support they need to [...]
Read MoreCHARLOTTE, N.C. – Jan. 22, 2025 – Independent Advisor Alliance (IAA) is proud to announce a significant milestone as the company begins 2025: surpassing $20 billion in Assets Under Supervision (AUS). This achievement underscores IAA’s unwavering commitment to empowering independent advisors with the tools, resources, and support they need to succeed in delivering exceptional client […]
Read MoreMore than 235 advisors in 27 states can now manage clients’ 401(k) accounts to provide comprehensive investment guidance NEW YORK and CHARLOTTE, N.C. – Dec. 10, 2024 – PonteraTM, the fintech company enabling retirement savers to receive personalized 401(k) management from their financial advisor, has formed a partnership with Independent Advisor Alliance (IAA). This collaboration […]
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