Advisor Alliance LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Shepherdstown, West Virginia
CRD number
289813
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Advisor Alliance LLC is organized as a limited liability company that operates as an institutional RIA focused on manager selection. The firm functions primarily as a capital allocator and concentrates on identifying and allocating to third‑party advisers rather than running a broad roster of in‑house investment strategies. Ownership is listed as individual and the firm reports a fee structure categorized as “other.” It identifies accountant and law firm affiliations as part of its industry relationships. The firm is registered to do business in Pennsylvania, Virginia and West Virginia. It is not presented as an ESG‑focused investor and its stated advisory activity centers on selection of other advisers rather than pension consulting or related‑adviser services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Eric Lewis

    Eric Lewis

    FounderCRD 6865704

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Shepherdstown, WV

Jefferson

Location

Shepherdstown, WV

Headquartered in Shepherdstown, WV, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Jefferson
Address
120 N Princess St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth