IA
INDEPENDENT ADVISOR ALLIANCE, LLC
SEC RegisteredMake room for the moments that matter.
CHARLOTTE, NChttps://cpckokomo.com888.430.1555
Assets Under Management
$5B–$25B
Year Founded
1993
Employees
251
Office Locations
115 offices
Total Accounts
45002
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 26,649 | $4.3B |
| High Net Worth Individuals | 15,578 | $12.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 875 | $148M |
| State/Municipal Entities | 932 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
533 total clients reported on Form ADV.
Leadership
Robert Paul Russo
CHIEF EXECUTIVE OFFICER - MANAGING MEMBER
Office locations
115 offices in 26 states
NC
CHARLOTTEHQ
IN
KOKOMO
GA
HOSCHTON
AL
MONTGOMERY
SC
CHARLESTON
AR
CONWAY
SC
COLUMBIA
CA
SAN DIEGO
SC
COLUMBIA
NC
MATTHEWS
FL
JACKSONVILLE
NC
WILMINGTON
SC
CLEMSON
PA
NEW CASTLE
SC
IRMO
NC
CHARLOTTE
SC
LEXINGTON
FL
GAINESVILLE
MS
WALLS
NC
CHARLOTTE
WI
WAUWATOSA
TX
DALLAS
PA
ERIE
KS
TECUMSEH
MO
SPRINGFIELD
FL
TALLAHASSEE
FL
PONTE VEDRA BEACH
NC
SOUTHPORT
AR
HOT SPRINGS
KY
CRESTVIEW HILLS
AL
VESTAVIA HILLS
MI
HOLLAND
KS
MANHATTAN
GA
PEACHTREE CITY
NC
RALEIGH
SC
ROCK HILL
OH
COSHOCTON
OH
CANTON
NJ
VINELAND
MN
DULUTH
WI
RICHFIELD
SC
LAKE WYLIE
TN
KNOXVILLE
CA
FREMONT
KY
LEXINGTON
SC
COLUMBIA
MI
MOUNT PLEASANT
NH
NASHUA
NC
CHARLOTTE
NC
WILMINGTON
GA
ATLANTA
GA
ATLANTA
AR
LITTLE ROCK
WI
MENOMONEE FALLS
CA
IRVINE
ND
BISMARCK
NC
RALEIGH
FL
MOUNT DORA
NC
HIGH POINT
SC
HILTON HEAD ISLAND
GA
POOLER
NC
Winston-salem
NC
BELMONT
VA
LEESBURG
WI
DELAFIELD
NC
CHARLOTTE
NC
CONCORD
MI
GRAND RAPIDS
VA
CHESAPEAKE
NC
CHARLOTTE
TN
FRANKLIN
KS
LEAWOOD
NC
CHARLOTTE
NC
CLEMMONS
OH
TOLEDO
AR
EL DORADO
NC
CORNELIUS
NC
SUMMERFIELD
NC
CARY
GA
CARROLLTON
FL
JACKSONVILLE
IL
ST. CHARLES
SC
COLUMBIA
FL
TAMPA
SC
SALEM
FL
TALLAHASSEE
NC
DENVER
OH
CINCINNATI
NC
SALISBURY
ME
SOUTH PORTLAND
NC
CHARLOTTE
MO
JOPLIN
VA
ROANOKE
NC
GREENSBORO
CO
LONGMONT
NC
RALEIGH
GA
KENNESAW
FL
TALLAHASSEE
SC
CHARLESTON
NC
MOORESVILLE
FL
DAVIE
OH
NAPOLEON
NC
GREENSBORO
TX
EL PASO
TX
TEMPLE
OH
ZANESVILLE
FL
BOCA RATON
FL
TALLAHASSEE
WI
SUSSEX
FL
WESTON
TN
JACKSON
AR
BRYANT
SC
AIKEN
TX
HOUSTON
FL
VERO BEACH
Advisors at this firm
Showing 100 of 303
Brent L Adams
Investment Adviser Representative
William Lloyd Addison
Investment Adviser Representative
Hayley Rose Akre
Investment Adviser Representative
Gregory Edward Alft
Investment Adviser Representative
Andrew Carl Amys
Investment Adviser Representative
Justin Nicholas Ancona
Investment Adviser Representative
Kyle Robert Arcand
Investment Adviser Representative
Nicholas Ryan Arcand
Investment Adviser Representative
William Warren Armfield
Investment Adviser Representative
Teresa Lynn Arrigo
Investment Adviser Representative
Brian Christopher Atwood
Investment Adviser Representative
Stephen D Austin
Investment Adviser Representative
Jason Randall Backus
Investment Adviser Representative
David Lee Bolick
Investment Adviser Representative
John Bradford Borden
Investment Adviser Representative
Montague Laffitte Boyd III
Investment Adviser Representative
William Henry Brady Jr
Investment Adviser Representative
William Brad Brantley
Investment Adviser Representative
Jordan T Braun
Investment Adviser Representative
Edward Bright
Investment Adviser Representative
Laura Kay Brown
Investment Adviser Representative
Paul Edward Brown
Investment Adviser Representative
Kary Nikolai Brownlee
Investment Adviser Representative
Taylor Daniel Bryant
Investment Adviser Representative
Joseph Gilbert Budd
Investment Adviser Representative
Jana Calender Burke
Investment Adviser Representative
John Ragsdale Bailey
Investment Adviser Representative
Brandon A Barber
Investment Adviser Representative
Travis Stanley Barnes
Investment Adviser Representative
Thomas Warren Bass
Investment Adviser Representative
John Alexander Black
Investment Adviser Representative
Christopher Howard Blake
Investment Adviser Representative
Adam Robert Bott
Investment Adviser Representative
Emily Boyd
Investment Adviser Representative
Jacqueline E Budd
Investment Adviser Representative
Nicholas Adam Buerger
Investment Adviser Representative
Adam Anderson Burke
Investment Adviser Representative
Charlene Marie Burkhardt
Investment Adviser Representative
Wesley Jack Burrell
Investment Adviser Representative
Sterling Riley Byre
Investment Adviser Representative
William C Casterlin
Investment Adviser Representative
Darryl Cermak-Serfass
Investment Adviser Representative
Nathaniel Chambers II
Investment Adviser Representative
Colby Keston Clark
Investment Adviser Representative
Terrence Colen
Investment Adviser Representative
Sharon Kay Conner
Investment Adviser Representative
William Drake Connor
Investment Adviser Representative
Chadwick (chad) Wade Copeland
Investment Adviser Representative
Manning C Crapps
Investment Adviser Representative
Timothy Moore Creech
Investment Adviser Representative
Edwin James Crisp Jr
Investment Adviser Representative
Daniel Crockett
Investment Adviser Representative
David G. Curry Jr
Investment Adviser Representative
David Hauser Curry
Investment Adviser Representative
Mark Capecci
Investment Adviser Representative
Jeffery Phillip Coffman
Investment Adviser Representative
Michael Andrew Cohn
Investment Adviser Representative
Leana Lynn D'Aloisio
Investment Adviser Representative
Matthew Lawrence Darpel
Investment Adviser Representative
Quentin Lee Davis
Investment Adviser Representative
Collin Barrett Dawes
Investment Adviser Representative
Nicole Marie Dawes
Investment Adviser Representative
John William Dean
Investment Adviser Representative
David Earl Deckert
Investment Adviser Representative
Gary Lynn Deese, Cltc
Investment Adviser Representative
Michael McKenna Delaney
Investment Adviser Representative
Thomas George Delaney
Investment Adviser Representative
Christopher John Demarest
Investment Adviser Representative
Timothy Ray Dill
Investment Adviser Representative
Charles Keith Dixon
Investment Adviser Representative
Richard Joseph Durkee Jr
Investment Adviser Representative
Dustin Dandurand
Investment Adviser Representative
Alec Austin Daril
Investment Adviser Representative
Steven Duane Dye
Investment Adviser Representative
John Hoagland Easley III
Investment Adviser Representative
Jared Lee Ensing
Investment Adviser Representative
Christian Eastwood Erickson
Investment Adviser Representative
Kurt Elliot Erickson
Investment Adviser Representative
Robert Bruce Eberst
Investment Adviser Representative
Erin D Eiras
Investment Adviser Representative
Christian Blake Erickson
Investment Adviser Representative
Astute Evans
Investment Adviser Representative
Craig Boyce Faile
Investment Adviser Representative
Richard Christopher Fallin
Investment Adviser Representative
Miriam M Favor
Investment Adviser Representative
Frederick Joseph Daniel Felder III
Investment Adviser Representative
Max Conner Flanagan
Investment Adviser Representative
Craig Stephen Freeman
Investment Adviser Representative
Thomas John Faber
Investment Adviser Representative
Elizabeth Marie Fox
Investment Adviser Representative
James Andrew Frigstad
Investment Adviser Representative
Steven Brian Gallo
Investment Adviser Representative
Stuart Ray Gardner Jr
Investment Adviser Representative
Stephen Wayne Gaskins
Investment Adviser Representative
Knox Rhyne Gibson
Investment Adviser Representative
Scott Donald Gingras
Investment Adviser Representative
Patricia Elizabeth Godfrey
Investment Adviser Representative
Grant Barnett Goodwin
Investment Adviser Representative
Jane S Goodyear
Investment Adviser Representative
Lauren Grames
Investment Adviser Representative
Regulatory & compliance
CRD number
#168267
SEC Number
801-78808
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
cpckokomo.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INDEPENDENT ADVISOR ALLIANCE, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.