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Our Strategic Partners

Independent Advisor Alliance

Independent Advisor Alliance

Independent Advisor Alliance (IAA) is an SEC, multi-custodial, Registered Investment Adviser (RIA) and Office of Supervisory Jurisdiction (OSJ).

As of December 31, 2019, they have $5,836,600,948 in discretionary assets under management and $34,308,013 in non-discretionary assets under management, with an advisor network consisting of over 100 partner firms and 200 independent financial advisors across the U.S.

Operating under a hybrid platform, IAA maintains its own identity and independence as an RIA and OSJ enabling IAA to proactively and continually address the ever-changing needs of advisors and their clients. Founded in 2013 by CEO Robert Russo, IAA is located in Charlotte, NC.

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TD Ameritrade Institutional

TD Ameritrade Institutional

Neither IAA or Crossover Point Advisors maintain custody of your investment account/s.

One of our custody and clearing partners is TD Ameritrade Institutional. TDAI provides the technology platform and other tools that allow us to effectively and efficiently manage your assets.

TD Ameritrade Institutional is a division of Toronto Dominion Bank.  The Toronto-Dominion Bank is a Canadian multinational banking and financial services corporation headquartered in Toronto, Ontario. Commonly known as TD and operating as TD Bank Group, the bank was created on February 1, 1955, through the merger of the Bank of Toronto and The Dominion Bank, which were founded in 1855 and 1869, respectively.

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