Press Releases & Announcements

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Visionary Square Named Fastest-Growing RIA in North Carolina by Citywire RIA
2026 / press-releases

Celebrating 10 Years of Chris Fallin
2026 / announcements

Visionary Square Welcomes Cindy Reninger to Crescent Financial Group
2026 / announcements

Visionary Square Welcomes Mark Roberts to MetCap Wealth Management
2026 / announcements

Visionary Square Welcomes Caden Clamp to Blackbridge Financial
2026 / announcements

Visionary Square Launches Integrated Service Team
2026 / announcements

Visionary Square Expands Community Involvement Through Carolina Grizzlies Sponsorship
2026 / announcements

Visionary Square Welcomes Avondale Wealth Advisors
2026 / announcements

Defining the Future of Independence: IAA Rebrands as Visionary Square
2026 / press-releases

More than 25% of Independent Advisor Alliance Advisors Named to LPL Financial’s 2025 Distinguised Advisor List
2026 / press-releases

IAA Announces Key Internal Promotions
2026 / press-releases

Independent Advisor Alliance Welcomes VIBE Wealth Partners
2025 / announcements

Independent Advisor Alliance Named to Forbes’ Top RIA Firms of 2025
2025 / press-releases

IAA Appoints LPL Executive Dale Riley as Chief Growth Officer
2025 / press-releases

Income Lab and Independent Advisor Alliance Partner to Power Personalized Planning for Advisors
2025 / press-releases

Independent Advisor Alliance CEO Robert Russo Named Finalist for CEO of the Year
2025 / press-releases

IAA Expands Marketing Team to Support Firm’s Growth and Commitment to Independent Financial Advisors
2025 / press-releases

IAA Surpasses $20 Billion in Assets Under Supervision in 2024, Setting Stage for 2025 Growth
2025 / press-releases

Pontera and IAA Partner to Help its Financial Advisors Optimize Client Wealth for More Secure Retirements
2024 / press-releases

Independent Advisor Alliance Establishes Strategic Partnership with Wealth.com
2024 / press-releases

ENGAGE 2024 Photo Gallery
2024 / announcements

MetCap Wealth Management Launches With Independent Advisor Alliance
2024 / press-releases

Steward Guide Wealth Partners Moves $165M Firm to Independent Advisor Alliance
2024 / press-releases

Independent Advisor Alliance Announces Minority Investment by LPL Financial
2023 / press-releases

Independent Advisor Alliance Announces Two Leadership Appointments
2023 / press-releases

ENGAGE 2023 Photo Gallery
2023 / announcements

IAA Acquires Stake In $763M Firm
2022 / press-releases

IAA Forms Joint Venture To Solve For Technology Gap Faced By Financial Advisors
2022 / press-releases

ENGAGE 2022 Photo Gallery
2022 / announcements

IAA Welcomes Harvest Wealth Management
2022 / press-releases