Independent Advisor Alliance, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated April 22, 2026, reports $17.2B in regulatory assets under management, 251 employees, 140 offices, and 45,002 accounts.
Assets Under Management
$17.2B
Employees
251
Offices
140 offices
Total Clients
45,002
Primary office
CHARLOTTE, NC
11215 N. COMMUNITY HOUSE RD., STE. 775, CHARLOTTE, NC, United States
Top client segmentIndividuals represent 59.2% of total clients.
Top client categories% of clientsClients
1
Individuals
59.2%
26,649
2
HNWI
34.6%
15,578
3
Corporations
2.1%
967
4
Charitable
2.1%
932
5
Pension Plans
1.9%
875
Additional categories (<0.1%)
INVESTMENT CLUB<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.2Bas of April 22, 2026
Discretionary100.0%
$17.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$17.2B
Total Accounts45,002
10Y AUM Change+$15.7B (+1026.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees251
Clients per Employee179:1
10Y Employee Change+118 (+88.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.