Socratic Wealth Advisors, a financial advisory firm in Raleigh, N.C., is partnering with Independent Advisor Alliance and joining the LPL Financial network of advisory firms, LPL announced Thursday.
Socratic Wealth brings five advisors and $275 million in client brokerage and advisory accounts to the Independent Advisor Alliance network, which services 80 independent LPL financial advisors across the U.S. with total of $2.5 billion of retail client assets.