Your Business. Your Way

At International Assets Advisory, LLC (IAA), we provide a relationship-driven, full-service platform built to support seasoned financial advisors ready to take greater control of their businesses.

We recognize that successful advisors considering independence often face a critical concern: how to move forward without disrupting client relationships or leaving behind valuable parts of their practice. You’ve invested years building trust, and any transition must protect that foundation.

IAA addresses these challenges with a structure that allows you to pursue independence without compromise. Our platform reduces the financial, operational, and service risks typically associated with a do-it-yourself transition—while preserving the integrity and continuity of your business.

With IAA, you gain the flexibility to define your path forward, supported by a robust infrastructure designed to meet the demands of established practices. The result is a seamless evolution—one that empowers you to grow, enhance your service offering, and deepen the relationships you’ve worked hard to build.

IAA addresses these challenges with a structure that allows you to pursue independence without compromise. Our platform reduces the financial, operational, and service risks typically associated with a do-it-yourself transition—while preserving the integrity and continuity of your business.
International Assets Advisory, LLC offers efficient technology, including a RBC Nexus, Advyzon, Circle Black, DocuSign with custom templates, Docupace® and AI options (to name a few systems offered); all of which has enabled us to simplify processes, improve responsiveness, offer technology tools for our representatives to customize their client experience.

The IAA Advantage

Competitive Payouts

International Assets Advisory offers some of the most competitive payout structures in the industry to financial professionals. We create value with financial professionals through the business model that is most beneficial to their future with clients.

Our suite of products and services gives financial professionals the options and tools they need to fulfill their client’s needs. We consider the entire relationship with our financial professionals and the benefits of working together, tailoring our approach to maximize our ability to collaborate together on strengthening their position in the marketplace.

The International Assets Advisory Advantages

RBC Correspondent Services (RBC CS)

IAA clears through RBC Correspondent Services (RBC CS), a division of RBC Capital Markets, LLC which is a subsidiary of the Royal Bank of Canada. RBC is one of North America’s leading diversified financial service companies. With more than 16 million clients and operations in 36 countries, RBC’s goal is to be the preferred partner to corporate, institutional and high net worth clients and their businesses.

 

This relationship with RBC CS allows International Assets Advisory to offer the most efficient technology, paired with the best advisor-workstation (RBC Nexus), Circle Black, DocuSign with custom templates, Docupace, and AI options; all of which has enabled us to simplify processes and improve responsiveness, allowing us to provide:

  • Superior service model
  • Reduced back office interactions
  • Technology to meet our financial professionals and their clients needs
  • The Financial Strength of RBC behind us to meet our clients needs

Support That Goes Beyond Your Transition

At IAA, we know that transitioning your business is not something you do often—most financial professionals experience it only once or twice in their entire careers. That’s why we’ve built a dedicated Transition Team made up of experienced specialists who understand every step of the process.

  • Expert guidance from day one
    Our team brings together professionals from Operations, Compliance, and Sales to ensure your transition is smooth, efficient, and fully supported.
  • A structured, proven approach
    We help you navigate complexities with clarity and confidence, minimizing disruption to your clients and your business.
  • Personalized support that continues beyond the move
    Your goals are unique—and so is our approach. We take the time to understand your vision and provide ongoing support to help you grow and succeed long-term.

At IAA, our commitment doesn’t end when your transition is complete. It’s just the beginning of a partnership focused on your future.

We provide on-going support at every level
  • On-going support at Operations
    Operations
  • On-going support at Accounting
    Accounting
  • On-going support at Compliance
    Compliance
  • On-going support at Insurance
    Insurance
  • On-going support at Marketing
    Marketing
  • On-going support at Technology
    Technology

Take the Next Step in Your Career

At International Assets Advisory, we empower financial professionals with a world-class platform and a global suite of products and services designed to help you deliver exceptional results to your clients—and grow your business.

If you’re ready to elevate your practice, expand your capabilities, and partner with a firm that puts your success first, we want to hear from you.

Call us today at (407) 254-1516 to start the conversation and discover what’s possible with IAA.

Your next opportunity starts here.

Contact Us
International Assets Advisory, LLC

111 North Orange Avenue

Suite 1000, Orlando, FL 32801

Phone: (407) 254-1500

Email: info@iaac.com

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International Assets Advisory, LLC strives to provide our investment professionals with access to a world-class financial services platform. We offer a global suite of products and services to help serve your clients.
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