RIA Intel›Advisers›North Carolina›INDEPENDENT ADVISOR ALLIANCE, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

Advisory

N·CHARLOTTE, NC

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$14.1B
1-Year AUM Growth
+27.1%
3-Year CAGR
+19.1%
Employees
219
Assets Under Management
Total AUM$14.1B
Discretionary AUM$14.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34,127
Team
Total Employees219
Investment Advisers283
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record234
First FilingNov 8, 2013
Latest FilingMar 3, 2026
🔒 Full AUM trend chart and 234 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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