The Independent Advisor Alliance company source record lists 34 employees. The visible Independent Advisor Alliance management graph includes:
Jefferson Pitt
Chief Experience Officer at Independent Advisor Alliance
3
0
General
(3)
David Shepard
Global Business Development & Strategic Partnerships / Mba / Ex - Ey & Baker Mckenzie and Hsbc
2
0
Legal
(3)
John Kamel
Senior Compliance Analyst @ Independent Advisor Alliance - Series 9, Series 10, Series 7
1
0
Operations
(1)
Debbie Re
Trading and Operations Manager at Independent Advisor Alliance
1
0
Related company intelligence for Independent Advisor Alliance
7 same-industry peers
10 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
7 / 10
7 of 10 related companies share this company's industry classification.
Employee benchmarks
10 / 10
10 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
High-confidence peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 4.0 source-backed signals.
10
eligible
0
filtered
4.0
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Smaller than most related peers
This company
34 employees
Related peers
734 median peer employees
9 of 10 related employee-estimated peers are higher.
10 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 10% of 10 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 10% of 10 comparable related peers from related-company records.
Employee scale: 10%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
734 employees
Largest peer by size
Prudential Financial
28.36K employees
Independent Advisor Alliance size signal
34 employees
Peer size comparison
9 larger · 1 smaller
Peer scale position
Smaller than most related peers
9 of 10 related employee-estimated peers are higher.
Independent Advisor Alliance people graph sample
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Tina Voncanon
Independent Advisor Alliance - Director of Transitions
Charlotte, North Carolina, United States5 email signals: 1 email signal on independentadvisoralliance.com, 4 non-official email signals -
2 email signals across 2 non-official domains
2 phone signals available
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Alejandro J. Ochoa, Crpc®
True Wealth Advisor at True Wealth Management
Santa Barbara, California, United States3 email signals across 3 non-official domains -
Darla Serrano, Cfp®, Chfc®
The Psychiatrists Financial Planner
Boise Metropolitan Area, United States2 email signals across 2 non-official domains
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Independent Advisor Alliance
AeroLeads maps 4 visible contact signals for Independent Advisor Alliance. Coverage is multi-channel contact coverage.