Investment Advisor Associates, Inc.

Overview

Investment Advisor Associates, Inc. is an independent RIA that manages concentrated equity allocations for individual and family clients while also providing financial planning and third‑party manager selection. The firm favors equity exposure — primarily exchange‑traded instruments — and constructs portfolios using a mix of separately managed account wrappers and pooled vehicles. Its advisory services combine ongoing portfolio management for individuals and small businesses with planning-based engagement and the use of outside managers when specialized strategies are needed. Fee arrangements include percentage‑of‑AUM billing alongside fixed fees for specific services. The firm is not positioned as an ESG investor and does not operate as a multi‑state adviser, which suggests a regional client focus and a straightforward compliance footprint. Given its capital allocator classification and stated use of third‑party alternatives, the team blends internally managed equity/ETF allocations with selective external managers for alternatives and non‑traditional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices