The 680 Group has partnered with Independent Advisor Alliance, a Registered Investment Advisor. IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens.

Independent Advisor Alliance has more than 145 partner advisor firms in 25 states. This affiliation with Independent Advisor Alliance allows The 680 Group to focus solely on financial planning, asset management, and providing exceptional service to clients.





Our Broker/Dealer

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. They serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset management solutions.

*Based on total revenues, Financial Planning magazine June 1996-2021