Home
Financial Advisor
North Carolina
Charlotte
INDEPENDENT ADVISOR ALLIANCE, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

Tel: 888.430.1555 11215 N. Community House Rd. Ste. 775 Charlotte, North Carolina 28277

About INDEPENDENT ADVISOR ALLIANCE, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $12,826,908,245 in assets under management and provides investment advisory services for 52309 clients. There are currently 230 financial advisors at the firm.

General Information
Firm CRD#:

168267

Firm SEC#:

801-78808

Assets Under Management:

$12,826,908,245

No. of Clients:

52309

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in North Carolina?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in North Carolina, Charlotte

FirmCRD#:175112
SEC#:801-62193
No. of Advisors:1554
No. of Clients:100603
AUM:$852,173,054,617
FirmCRD#:104973
SEC#:801-21122
No. of Advisors:1015
No. of Clients:9416
AUM:$429,024,440,167
FirmCRD#:106006
SEC#:801-241
No. of Advisors:985
No. of Clients:343
AUM:$307,726,562,224
FirmCRD#:110841
SEC#:801-58237
No. of Advisors:513
No. of Clients:8078
AUM:$300,798,686,558
FirmCRD#:107312
SEC#:801-47459
No. of Advisors:31
No. of Clients:6685
AUM:$137,561,001,775
FirmCRD#:135405
SEC#:801-64257
No. of Advisors:181
No. of Clients:3215
AUM:$66,746,472,114
FirmCRD#:133204
SEC#:801-64191
No. of Advisors:251
No. of Clients:20338
AUM:$43,998,251,201
FirmCRD#:158744
SEC#:801-72679
No. of Advisors:60
No. of Clients:219477
AUM:$33,737,582,682
FirmCRD#:164273
SEC#:801-76782
No. of Advisors:3
No. of Clients:2
AUM:$14,681,685,404
FirmCRD#:157772
SEC#:801-73314
No. of Advisors:72
No. of Clients:33
AUM:$11,558,231,568
FirmCRD#:143593
SEC#:801-67829
No. of Advisors:50
No. of Clients:40484
AUM:$10,771,561,842
FirmCRD#:155425
SEC#:801-71946
No. of Advisors:38
No. of Clients:196
AUM:$8,363,744,672
FirmCRD#:157421
SEC#:801-73313
No. of Advisors:58
No. of Clients:33
AUM:$7,634,744,615
FirmCRD#:106234
SEC#:801-29479
No. of Advisors:26
No. of Clients:234
AUM:$7,583,000,000

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.