IA
INDEPENDENT ADVISOR ALLIANCE, LLC
SEC RegisteredCHARLOTTE, NChttps://cpckokomo.com888.430.1555
Assets Under Management
$5B–$25B
Employees
251
Office Locations
142 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
142 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 108
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
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
Nicholas Adam Buerger
Investment Adviser Representative
Charlene Marie Burkhardt
Investment Adviser Representative
Michael Andrew Cohn
Investment Adviser Representative
Leana Lynn D'Aloisio
Investment Adviser Representative
Alec Austin Daril
Investment Adviser Representative
Robert Bruce Eberst
Investment Adviser Representative
Erin D Eiras
Investment Adviser Representative
Astute Evans
Investment Adviser Representative
Thomas John Faber
Investment Adviser Representative
Elizabeth Marie Fox
Investment Adviser Representative
James Andrew Frigstad
Investment Adviser Representative
John Augustus Godfrey
Investment Adviser Representative
Keith A Gregory
Investment Adviser Representative
Allison F Grier
Investment Adviser Representative
Norman Scott Gunn
Investment Adviser Representative
Patrick Andrew Gunther
Investment Adviser Representative
Stephanie Marie Hammell
Investment Adviser Representative
E Allen Hancock
Investment Adviser Representative
Ronald Alan Harczak
Investment Adviser Representative
Charles Edwin Hatch
Investment Adviser Representative
Michael Patrick Henderson
Investment Adviser Representative
Sharon L Herman
Investment Adviser Representative
Victoria Jean Hoch
Investment Adviser Representative
Scott Anderson Hollowell
Investment Adviser Representative
Scott Alan Inman
Investment Adviser Representative
Theresa Gregory Jackson
Investment Adviser Representative
Aadarsh B Jagadish
Investment Adviser Representative
Troy Allen Johnson
Investment Adviser Representative
Edward George Knight
Investment Adviser Representative
Jason Alan Langdale
Investment Adviser Representative
Philip Aaron Lee
Investment Adviser Representative
Jay Arthur Levy
Investment Adviser Representative
Alexander Dean Lewis
Investment Adviser Representative
Andrew Scott Lipson
Investment Adviser Representative
Madelyn Ann Lofquist
Investment Adviser Representative
Nadine Marie Lord-Divan
Investment Adviser Representative
Christopher William Lowe
Investment Adviser Representative
Darrin James Markey
Investment Adviser Representative
Michael A McGilvary
Investment Adviser Representative
David Everett McKenzie
Investment Adviser Representative
Steven Patrick Melen
Investment Adviser Representative
Kevin William Meyer
Investment Adviser Representative
Michael Moffa
Investment Adviser Representative
Timothy Andrew Moore
Investment Adviser Representative
Joel Aaron Newburn
Investment Adviser Representative
Mary Alexandria Newburn
Investment Adviser Representative
Leigh A Nickel
Investment Adviser Representative
Alejandro Jose-Megino Ochoa
Investment Adviser Representative
Anna Gabrielle Olive
Investment Adviser Representative
Avinash Kochikar Pai
Investment Adviser Representative
Manorama Kochikar Pai
Investment Adviser Representative
Chad Andrew Pannell
Investment Adviser Representative
Robert J Paolini
Investment Adviser Representative
Joseph Alexander Perritt
Investment Adviser Representative
Titus Jermaine Pittman
Investment Adviser Representative
Antonio Vince Porretta
Investment Adviser Representative
Kenneth Andrew Putnam
Investment Adviser Representative
Anna Grace Reeves
Investment Adviser Representative
Jane Reichard
Investment Adviser Representative
Anna Danielle Robbins
Investment Adviser Representative
Greg Andrew Rogers
Investment Adviser Representative
Bernice Valrey Rolle-Lewis
Investment Adviser Representative
Andrew W Roller
Investment Adviser Representative
Gary Alan Rosenstone
Investment Adviser Representative
Timothy Thomas Sallee
Investment Adviser Representative
Arthur Neil Schlosser
Investment Adviser Representative
William Frederick Schmidt
Investment Adviser Representative
Darla M Serrano
Investment Adviser Representative
Kevin Umesh Shah
Investment Adviser Representative
Mike Scott Sheets
Investment Adviser Representative
Nicholas Alan Skey
Investment Adviser Representative
Fina Laura Sneed
Investment Adviser Representative
Kevin James Steffen
Investment Adviser Representative
Berni Marie Stevens
Investment Adviser Representative
Leigha Arcand Tabbi
Investment Adviser Representative
Carl Lee Thompson
Investment Adviser Representative
Reginald Fitzgerald Tolbert
Investment Adviser Representative
Chad Allen Tom
Investment Adviser Representative
Kevin Fredrick Tyrrell
Investment Adviser Representative
James Allan Vanderbilt
Investment Adviser Representative
Stuart Alan Vaughn
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
888.430.1555Find an advisor that fits
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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.