CRD: 168267
Independent Advisor Alliance, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-26-2013
- Office Locations
- 177
Office Locations
About Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC is a Charlotte-based RIA with 177 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.
Reported data analysis
What the numbers show
Between November 18, 2025 and June 29, 2026, reported AUM increased 22.4%, from $14.1B to $17.2B.
Across 5 reported observations, AUM increased 75.3% between November 21, 2022 and June 29, 2026, from $9.8B to $17.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 247 advisory representatives and 45,535 clients, or 184.4 clients per representative. That equates to $378.5K in reported AUM per client.
The profile lists 177 reported office locations and 12 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
David E Buzo
Advisor, CHIEF MARKETING OFFICER
- CRD
- --
- Ownership
- Less than 5%
ALVIN DALE RILEY II
Chief Growth Officer
- CRD
- #6033093
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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BRENT L ADAMS
--
- CRD
- #5877401
WILLIAM LLOYD ADDISON
Investment Advisor
- CRD
- #6152328
Showing 2 of 308 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Independent Advisor Alliance, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Independent Advisor Alliance, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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