ADVISOR ALLIANCE LLC

Overview

Advisor Alliance LLC operates primarily as a capital allocator and adviser-of-advisers, with its registered activity listed as selection of other advisers. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Its ownership is individual, and its fee model is classified as "other," which suggests non-standard billing approaches (for example, retainer, subscription, or project-based arrangements rather than a simple AUM fee). Investment activity appears focused on sourcing and steering client or sponsor capital to third‑party managers rather than acting as a primary discretionary manager. That positioning implies the firm’s role is largely curator and due-diligence overseer: evaluating external managers, structuring access to strategies and implementing allocation decisions through those managers. Industry affiliations with accounting and law firms support a compliance, structuring and manager‑selection capability rather than direct proprietary product manufacturing.

Assets & Accounts

Investments & Alternatives

Location & Offices