Independent Advisor Alliance, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

168267

SEC number

801-78808

Firm type

RIA

Assets under management

$17.2B as of Jun 29, 2026

Website

fivestonefinancial.net ↗

Phone

888.430.1555

Address

11215 N. Community House Rd., Charlotte, NC, 28277

Advisors at this firm

217 in our index · page 1 of 5

• Brent L AdamsCRD 5877401 · Delafield, WI
  IA RegisteredBroker
• William Lloyd AddisonCRD 6152328 · Columbia, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Justin Nicholas AnconaCRD 6780762 · St. Charles, IL
  IA RegisteredBroker
• William Warren ArmfieldCRD 5494240 · High Point, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Teresa Lynn ArrigoCRD 6237159 · Conway, AR
  IA RegisteredBroker
• Jason Randall BackusCRD 6415371 · Carrollton, GA
  IA RegisteredBroker
• Alisha Lorell BaileyCRD 5022704 · Little Rock, AR
  IA RegisteredBroker
• Thomas Warren BassCRD 4093884 · Roanoke, VA
  IA RegisteredBroker
• John Alexander BlackCRD 4630908 · Rock Hill, SC
  IA RegisteredBroker
• Christopher Howard BlakeCRD 2589611 · Brentwood, TN
  IA RegisteredBroker
• David Lee BolickCRD 2726027 · Salisbury, NC
  IA RegisteredBroker
• John Bradford BordenCRD 6166360 · Metarie, LA
  IA RegisteredBroker
• Montague Laffitte BoydCRD 845934 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Brad BrantleyCRD 2747075 · Charlotte, NC
  IA RegisteredBroker
• Jordan T BraunCRD 7060888 · Napoleon, OH
  IA RegisteredBroker
• Edward BrightCRD 6238035 · Seattle, WA
  IA Registered
• Paul Edward BrownCRD 4148397 · Charlotte, NC
  IA RegisteredBroker
• Kary Nikolai BrownleeCRD 4540792 · Kennesaw, GA
  IA RegisteredBroker
• Taylor Daniel BryantCRD 5862956 · Charlotte, NC
  IA RegisteredBroker
• Joseph Gilbert BuddCRD 2581569 · Troy, MI
  IA RegisteredBroker
• Charlene Marie BurkhardtCRD 2935854 · Fremont, CA
  IA RegisteredBroker
• Brandon A BarberCRD 7566327 · Little Rock, AR
  IA RegisteredBroker
• Emily BoydCRD 7452120 · Atlanta, GA
  IA Registered
• Jacqueline E BuddCRD 7938708 · Franklin, TN
  IA RegisteredBroker
• Wesley Jack BurrellCRD 6108882 · Springfield, MO
  IA RegisteredBroker
• Sterling Riley ByreCRD 7730583 · Bismarck, ND
  IA RegisteredBroker
• William C CasterlinCRD 4071097 · Pooler, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Darryl Cermak-SerfassCRD 5653807 · Summerfield, NC
  IA RegisteredBroker
• Nathaniel ChambersCRD 5214022 · Charlotte, NC
  IA RegisteredBroker
• Colby Keston ClarkCRD 5811177 · Mooresville, NC
  IA RegisteredRegistration inactive
• Michael Andrew CohnCRD 4617830 · Leesburg, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Terrence ColenCRD 1929889 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• William Drake ConnorCRD 5364354 · Vestavia Hills, AL
  IA RegisteredRegistration inactive
• Edwin James CrispCRD 1373717 · Belmont, NC
  IA Registered
• Daniel CrockettCRD 2983588 · Lexington, KY
  IA RegisteredBroker
• David G. CurryCRD 4678823 · Charlotte, NC
  IA RegisteredBroker
• David Hauser CurryCRD 6429157 · Charlotte, NC
  IA Registered
• Mark CapecciCRD 7262504 · Charlotte, NC
  IA RegisteredBroker
• Jeffery Phillip CoffmanCRD 7368594 · Fayetteville, AR
  IA RegisteredRegistration inactive
• Leana Lynn D'aloisioCRD 4354392 · Kennesaw, GA
  IA RegisteredBroker
• Nicole Marie DawesCRD 4041051 · Grand Rapids, MI
  IA RegisteredBroker
• John William DeanCRD 5035084 · Kokomo, IN
  IA RegisteredBroker
• Gary Lynn Deese, CltcCRD 4165033 · Lexington, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Mckenna DelaneyCRD 4899259 · Hobart, WI
  IA RegisteredBroker
• Thomas George DelaneyCRD 2839233 · Oregon City, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher John DemarestCRD 4802479 · Raleigh, NC
  IA RegisteredBroker
• Timothy Ray DillCRD 4070052 · Jackson, TN
  IA RegisteredBroker
• Richard Joseph DurkeeCRD 2090391 · Charleston, SC
  IA Registered
• Alec Austin DarilCRD 7267818 · Little Rock, AR
  IA RegisteredBroker
• Steven Duane DyeCRD 6316903 · Sussex, WI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.