Independent Advisor Alliance fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success.

We offer innovative technology, research and strategic support — the tools we consider essential for growing your book of business. By joining forces with us, you can potentially lower overhead costs and take full advantage of our comprehensive resources, knowledge and experience.

Managing your day-to-day business operations can be the most challenging aspect of going independent. As an entrepreneur, you function as the chief marketing officer, website administrator, compliance officer and more.

Your affiliation with the Independent Advisor Alliance can help ease your operational burdens and give you more time to serve your existing clients.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AK, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY; PR

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

Business Development

Investment Management

Independent Advisor Alliance

Independent Advisor Alliance's headquarters in Charlotte, United States

Robert Russo

Dana Ryan

Jessica Sexton

Topaz Morrison

The Leadership Team at Independent Advisor Alliance is responsible for setting the strategic direction of the company and ensuring exceptional support for independent financial advisors. This team oversees key areas such as operations, investments, growth initiatives, and compliance, providing a robust framework that enables advisors to manage their businesses effectively and grow their client base. By leveraging their expertise, the Leadership Team strives to maintain the highest standards of service and innovation in the financial advisory space.

Leadership Team

The Compliance Team at Independent Advisor Alliance ensures that all business operations and activities comply with legal, regulatory, and internal standards. This team conducts regular audits, reviews policies and procedures, provides guidance on regulatory requirements, and works proactively to resolve compliance issues, thereby helping financial advisors maintain a trustworthy and ethical business environment.

Compliance Team

The Marketing and Public Relations team at Independent Advisor Alliance is dedicated to enhancing the brand's visibility and reputation among independent financial advisors. The team is responsible for developing and executing comprehensive marketing strategies, managing digital marketing efforts, and overseeing media relations to ensure effective communication with the public and stakeholders. They play a crucial role in promoting the company's innovative technology, research, and strategic support services, helping advisors grow their businesses while easing operational burdens.

Independent Advisor Alliance

Org chart

Teams

Leadership Team

Compliance Team

Marketing and Public Relations

Offices

Independent Advisor Alliance

Org chart

Teams

Leadership Team

Compliance Team

Marketing and Public Relations

Offices

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