Regardless of the affiliation model you choose, The Investment Advisor Alliance offers friendly, accurate, and timely service. Advisors may opt for the Supervised Independence Program where you become a representative of IAA, subject to IAA oversight, yet keep your identity and a vast degree of freedom, or the Turnkey Advisory Program. With the Turnkey Advisory Program you form your own RIA, determine your fee schedules, compliance program, and hire IAA to provide business critical services including back-office services, reporting, custodian relationships, and technology.

Who are you?

The Investment Advisor Alliance can accommodate a wide variety of potential advisors. Learn more about each path.




 


going independent exisiting ria


 

 

independent bd hybrid career change or new business



Call Us at 800-607-3340

To have a representative contact you, fill out this short request form.

Corporate Mailing Address:
PO Box 231
Allendale, NJ 07401




© 2011 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. Certain services provided by IAA do not require registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Charles Schwab, Fidelity, TradePMR, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.