Independent Advisor Alliance, LLC

CRD 168267 · Charlotte, NC · $17.2B AUM

RIA

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 5 of 5

James Allan VanderbiltCRD 1615555 · St. Charles, IL

IA RegisteredBroker
William Tyson VanlandinghamCRD 4322351 · Metarie, LA

IA RegisteredRegistration inactive
Stephanie Yaun VokralCRD 3092381 · Columbia, SC

IA RegisteredBroker
Stuart Alan VaughnCRD 6684653 · Charlotte, NC

IA RegisteredBroker
Janet Elise WalkerCRD 4423721 · Alexander, AR

IA RegisteredBroker
Marla A WarnerCRD 5345202 · Mt. Pleasant, SC

IA RegisteredBroker
Douglas Reese WayCRD 6090691 · Columbia, SC

IA RegisteredBroker
Paul Dennis WayCRD 1066847 · Columbia, SC

IA RegisteredBroker
Jordan Elizabeth WestCRD 7099734 · Tallahassee, FL

IA RegisteredBroker
Nicholas Guy WiedrichCRD 5546367 · Bismark, ND

IA RegisteredRegistration inactive
Wayne David WycoffCRD 6402897 · Zanesville, OH

IA RegisteredBroker
Nicholas Allen WendtCRD 5914383 · Richfield, WI

IA RegisteredBroker
Boone Merrill WilliamsCRD 7234870 · Raleigh, NC

IA RegisteredBroker
Derek Edwin WoodsCRD 4097261 · Earlysville, VA

IA RegisteredRegistration inactive
Michael Sheridan YorkCRD 3147888 · Raleigh, NC

IA RegisteredBroker
Jeb Stuart ZollerCRD 4622591 · Columbia, SC

IA RegisteredBroker
Jacqueline Seena ZweigCRD 5375576 · Newport Beach, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.