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 2 of 5

• John Hoagland EasleyCRD 2552915 · Seattle, WA
  IA RegisteredBroker
• Robert Bruce EberstCRD 2656135 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Erin D EirasCRD 5158055 · Jacksonville, FL
  IA RegisteredBroker
• Christian Eastwood EricksonCRD 2396332 · Lexington, KY
  IA RegisteredRegistration inactive
• Kurt Elliot EricksonCRD 4573212 · Duluth, MN
  IA RegisteredBroker
• Astute EvansCRD 6351166 · Charlotte, NC
  IA RegisteredBroker
• Richard Christopher FallinCRD 5120772 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Miriam M FavorCRD 4490774 · Metarie, LA
  IA RegisteredBroker
• Frederick Joseph Daniel FelderCRD 6909542 · Columbia, SC
  IA RegisteredBroker
• Max Conner FlanaganCRD 6806627 · Sussex, WI
  IA RegisteredBroker
• Elizabeth Marie FoxCRD 6115509 · Richfield, WI
  IA RegisteredBroker
• James Andrew FrigstadCRD 4782144 · Bismark, ND
  IA RegisteredRegistration inactive
• Steven Brian GalloCRD 4138397 · Clemmons, NC
  IA RegisteredBroker
• Stuart Ray GardnerCRD 1157748 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Wayne GaskinsCRD 2595932 · Wilmington, NC
  IA RegisteredBroker
• Knox Rhyne GibsonCRD 6679542 · Wilmington, NC
  IA RegisteredBroker
• John Augustus GodfreyCRD 4936625 · Cornelius, NC
  IA RegisteredBroker
• Patricia Elizabeth GodfreyCRD 6924939 · Cornelius, NC
  IA Registered
• Grant Barnett GoodwinCRD 4301062 · Charlotte, NC
  IA RegisteredBroker
• Jane S GoodyearCRD 4318831 · Columbia, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Craig GrayCRD 4318009 · Dacula, GA
  IA RegisteredBroker
• Robert Bixby GreenCRD 2582158 · Incline Village, NV
  IA Registered
  Disclosure event(s) on record
• Keith A GregoryCRD 5210784 · Lake Wylie, SC
  IA RegisteredBroker
• Allison F GrierCRD 4936854 · Rock Hill, SC
  IA RegisteredBroker
• Norman Scott GunnCRD 2703289 · Dallas, TX
  IA RegisteredRegistration inactive
• Patrick Andrew GuntherCRD 1573122 · Summerville, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• John GibsonCRD 7946964 · Rogers, AR
  IA Registered
• David GilliamCRD 7210315 · Columbia, SC
  IA RegisteredBroker
• Jacob William GriceCRD 7746826 · Bryant, AR
  IA RegisteredBroker
• E Allen HancockCRD 2945957 · Columbia, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Ronald Alan HarczakCRD 1375192 · St. Charles, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan Keith HaugenCRD 4364414 · Bismark, ND
  IA RegisteredRegistration inactive
• Peter Francis HeimermanCRD 4557621 · Richfield, WI
  IA RegisteredBroker
• Michael Patrick HendersonCRD 1584057 · Maitland, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Ty Gary HensleyCRD 2521838 · Charlotte, NC
  IA RegisteredBroker
• Sharon L HermanCRD 4477226 · Dunedin, FL
  IA RegisteredBroker
• Richard HinkleCRD 6427280 · Joplin, MO
  IA RegisteredBroker
• Victoria Jean HochCRD 2541730 · Jacksonville, FL
  IA RegisteredBroker
• William James HodgeCRD 6417780 · Columbia, SC
  IA RegisteredBroker
• Erik K. HofstromCRD 4858680 · Charleston, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Anderson HollowellCRD 5089827 · Peachtree City, GA
  IA RegisteredBroker
• Bradley Mark HowardCRD 4754385 · Crestview Hills, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• John William HarwoodCRD 7317949 · Greenville, SC
  IA RegisteredBroker
• Brian HelmsCRD 7689308 · Alexander, AR
  IA RegisteredBroker
• Scott Alan InmanCRD 6602429 · Little Rock, AR
  IA RegisteredBroker
• George Henry IrbyCRD 5992661 · Matthews, NC
  IA RegisteredBroker
• Troy Allen JohnsonCRD 6615860 · Alexander, AR
  IA RegisteredBroker
• Kyle Wayne JohnstonCRD 2616830 · Seattle, WA
  IA RegisteredBroker
• William Brandon JamesCRD 6831712 · Clemmons, NC
  IA RegisteredBroker
• Murat KaptanogluCRD 2682240 · Raleigh, NC
  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.