About

TECHNOLOGY AND OPERATIONS MANAGED SOLUTIONS

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The Investment Advisor Alliance has more than 20 years providing institutional services to the financial industry.

The history of The Investment Advisor Alliance dates to 1989 on the floor of the New York Stock Exchange. It was established as Keeler & Co., an agency-only brokerage firm trading for major institutions and hedge funds. Over the course of 20 years the firm evolved to a Registered Investment Advisor as well as a broker. In 2005 Keeler & Co. decided to become solely a RIA, removing the potential conflict of interest that exists with an affiliated commission securities business. Since then the firm has been renamed and began offering our expertise in practice management and compliance to qualified advisors.

IAA's Turnkey Advisory Program was designed to specifically fill the gap left by TAMPs and technology providers.  With the ability to work with advisors with a few million to over $100 million under management, IAA helps advisors concentrate on client relationships which raises your revenues.

 

Call us at 800-607-3340 or request a call

​Corporate Address:

700 Kinderkamack Rd

Suite 200

Oradell, NJ 07649

© 2020 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. Most  services provided by IAA do not require registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Charles Schwab, Fidelity, TD Ameritrade, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Bespoke Wealth Design, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.  Any information provided via forms on this site grant permission to contact you.