The Investment Advisor Alliance is a Registered Investment Advisor serving individuals and small businesses by designing and implementing diversified passive portfolios. NYSE floorAdvisors working with IAA recognize the benefits to well balanced advice and how it helps their clients.

As an investment advisor, we understand the needs of advisors and the day-to-day troubles and complexities of running a firm in the current regulatory environment. IAA was formed to help advisors address these needs by creating a platform to lower expenses, maintain compliance, and grow their business.

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.

Most recently, IAA introduced the Turnkey Advisory Program to provide third-party registered investment advisors all the back-office services it provides IAA affiliated representatives.




Call Us at 800-607-3340

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Corporate Mailing Address:
PO Box 231
Allendale, NJ 07401




© 2011 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. Certain 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, TradePMR, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.