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 3 of 5

• Timothy Wayne KeyCRD 6634367 · Little Rock, AR
  IA RegisteredBroker
• Mona Filat KhairiCRD 2166545 · Little Rock, AR
  IA RegisteredBroker
• Edward George KnightCRD 272342 · Plantation, FL
  IA RegisteredBroker
• John KamelCRD 7377675 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Ian KlingerCRD 6937460 · Vineland, NJ
  IA RegisteredBroker
• Jason Alan LangdaleCRD 5219926 · Columbia, SC
  IA RegisteredBroker
• Philip Aaron LeeCRD 4697146 · Charlotte, NC
  IA RegisteredBroker
• Jeffrey Christopher LehrerCRD 4491594 · Wauwatosa, WI
  IA RegisteredBroker
• Jay Arthur LevyCRD 4194319 · College Grove, TN
  IA RegisteredBroker
• Alexander Dean LewisCRD 6695629 · Irmo, SC
  IA RegisteredBroker
• Andrew Scott LipsonCRD 2813652 · Raleigh, NC
  IA RegisteredBroker
• Nadine Marie Lord-DivanCRD 1102291 · La Quinta, CA
  IA RegisteredBroker
• John Marcus LyonCRD 1630710 · Columbia, SC
  IA RegisteredBroker
• Nelson Robert LarsonCRD 8019577 · Oregon City, OR
  IA RegisteredBroker
• Tanner James LeisterCRD 6668346 · Menomonee Falls, WI
  IA RegisteredBroker
• Darrin James MarkeyCRD 1810381 · Gainesville, FL
  IA RegisteredBroker
• Jonathan Michael MarzanoCRD 4264804 · Clemmons, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• William Brice MasonCRD 4993639 · Columbia, SC
  IA RegisteredBroker
• Benjamin Paul McelweeCRD 7352010 · Noblesville, IN
  IA RegisteredBroker
• Patrick William McgroryCRD 4153914 · Vineland, NJ
  IA RegisteredBroker
• David Everett MckenzieCRD 4774753 · Newport Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kristy Jan MeelerCRD 4742528 · Charlotte, NC
  IA RegisteredBroker
• Jin MeiCRD 5444080 · Matthews, NC
  IA RegisteredBroker
• Erin Feldman MendezCRD 4683353 · Vineland, NJ
  IA RegisteredBroker
• Matthew J MikolajewskiCRD 2739172 · College Grove, TN
  IA RegisteredBroker
• Nicholas Chase MilesCRD 6483938 · Matthews, NC
  IA RegisteredBroker
• Ryan Louis MillerCRD 2905870 · Canton, OH
  IA RegisteredBroker
• Michael MoffaCRD 4922901 · Tampa, FL
  IA RegisteredRegistration inactive
• Kimberly Dawn MooreCRD 6630062 · Carrollton, GA
  IA RegisteredBroker
• Mason T MooreCRD 7066935 · Cincinnati, OH
  IA RegisteredBroker
• Thomas Craig MooreCRD 4699714 · Cincinnati, OH
  IA RegisteredBroker
• Timothy Andrew MooreCRD 4533670 · Erie, PA
  IA RegisteredBroker
• Sean Thomas MccullochCRD 7927552 · Irmo, SC
  IA RegisteredBroker
• Jon NeeCRD 4372924 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joel Aaron NewburnCRD 6042606 · Hot Springs, AR
  IA RegisteredBroker
• Mary Alexandria NewburnCRD 6117975 · Hot Springs, AR
  IA RegisteredBroker
• Leigh A NickelCRD 1396732 · Davie, FL
  IA RegisteredBroker
• Jason Keith NortonCRD 4776196 · Carrollton, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Anna Gabrielle OliveCRD 4716941 · Alexander, AR
  IA RegisteredBroker
• John Eric OsterbergCRD 2446801 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Benjamin James OrnerCRD 7343373 · Irmo, SC
  IA RegisteredBroker
• Avinash Kochikar PaiCRD 4768029 · Irvine, CA
  IA RegisteredBroker
• Manorama Kochikar PaiCRD 5320774 · Irvine, CA
  IA Registered
• Chad Andrew PannellCRD 4163727 · Charlotte, NC
  IA RegisteredBroker
• Robert J PaoliniCRD 4284278 · Jupiter, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Michael PisanCRD 4835290 · Oregon City, OR
  IA RegisteredBroker
• Titus Jermaine PittmanCRD 4440789 · Jacksonville, FL
  IA RegisteredBroker
• Antonio Vince PorrettaCRD 4141550 · Harrisburg, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Kirk PrevetteCRD 2072811 · Charlotte, NC
  IA Registered
• Bruce Edgar PutnamCRD 4772953 · Denver, 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.