CRD: 168267
Independent Advisor Alliance, LLC
$17.2B Total AUM
$17.2B Disc. AUM
17.4% 3Y CAGR
251 Employees
45,535 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Harbor
- Established Date
- 11-26-2013
- Office Locations
- 170
Office Locations
101 W. BIG Beaver Road Suite 1400 Troy MI
1011 Tiger Blvd Suite 600 Clemson SC
1013 Chestnut Lane Suite 130 Matthews NC
About Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC is a Charlotte-based RIA with 170 offices. The firm has been operating for 12 years. Managing $17.2B in total assets under management, with 247 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
44 AVG AGE
$69.8M AVG AUM / ADVISOR
$378.5K AVG AUM / CLIENT
5.4 yrs AVG TENURE
251 Employees
247 Advisory Reps
251 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Crest focus Pathway horizon Horizon summit Insight fusion Glacier harbor
Client Personas
Oak north
CRM
Insight pathway
Custodian
Pioneer
Investment Themes
Vital eagle Alpha optima Beacon Zenith Ridge ridge
Investment Vehicles
Pioneer Alpha radial
Platform
North delta Wave prime
Services
Focus Vertex quantum Glacier Bridge Catalyst Focus Atlas foundation Meridian Summit
Technology
Unison wave
Owner & Executives
David E Buzo
Advisor, CHIEF MARKETING OFFICER
- CRD
- --
- Ownership
- Less than 5%
(695) 519-3715
harbor.pioneer@unisoncapital.com
in linkedin.com/in/vital-vertex
A
ALVIN DALE RILEY II
Chief Growth Officer
- CRD
- #6033093
- Ownership
- Less than 5%
(742) 591-6709
wave.insight@momentumcapital.com
in linkedin.com/in/beacon-optima
B
Beacon bridge
Unison insight
- CRD
- #16265
- Ownership
- 13.8%
(572) 304-8512
unison.bridge@deltacapital.com
in linkedin.com/in/harbor-glacier
Showing 2 of 5 owners & executives
Unlock allContacts
BRENT L ADAMS
--
- CRD
- #5877401
(272) 911-3523
foundation.ember@matrixcapital.com
in linkedin.com/in/catalyst-alpha
W
WILLIAM LLOYD ADDISON
Investment Advisor
- CRD
- #6152328
(231) 361-2113
matrix.bridge@pioneercapital.com
in linkedin.com/in/delta-frontier
O
Optima capital
Element ridge legacy
- CRD
- #45055
(718) 740-2217
north.beacon@elementcapital.com
in linkedin.com/in/legacy-vertex
Showing 2 of 305 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,233,280,665 | $382,945 |
| Non-Discretionary | $0 | -- |
| Total | $17,233,280,665 | $382,945 |
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Separately Managed Accounts
Total SMA Asset: $17,233,280,665
Public Funds:
15.4% Equity - Exchange:
16.4% Cash:
16.5% Corporate - Investment Grade:
14.8% Corporate - Non-Investment Grade:
6.9% Municipal Bonds:
19.8% U.S. Government/Agency:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $596,646,077 | 15.4% |
| Equity - Exchange | $635,389,329 | 16.4% |
| Cash | $639,263,654 | 16.5% |
| Corporate - Investment Grade | $573,400,126 | 14.8% |
| Corporate - Non-Investment Grade | $267,328,437 | 6.9% |
| Municipal Bonds | $767,116,385 | 19.8% |
| U.S. Government/Agency | $395,181,167 | 10.2% |
| Total | $3,874,325,175 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON UNISON OAK | CAPITAL EAGLE | XL43EPAZ4 | ISYIM | 4.73% | $58,242,029 |
| LEGACY EAGLE | MOMENTUM DELTA | 2CBQ86C4T | QXH | 11.92% | $62,588,315 |
| FOUNDATION EAGLE | HARBOR PIONEER | 8M28FP74Q | ONBLX | 3.86% | $81,164,824 |
| OPTIMA CAPITAL | RADIAL VERTEX | CVH8834S4 | DNSW | 11.21% | $57,415,560 |
| ALPHA HARBOR | FUSION ZENITH | W8ZQ4FFKQ | NII | 6.66% | $108,277,483 |
| MATRIX VALUE RADIAL | LEGACY WAVE | PH7IQWN7J | HUDO | 7.82% | $55,861,054 |
| ATLAS MOMENTUM | GLACIER BRIDGE | I99ZOC7L1 | XVAUC | 7.63% | $59,766,895 |
| CAPITAL SIGNAL | BEACON CATALYST | IBZIX27U7 | OVKTX | 9.09% | $85,415,107 |