Advisor Alliance LLC
Firm details
- Headquarters
- Shepherdstown, West Virginia
- CRD number
- 289813
- Website
- advisoralliancellc.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Eric Lewis
FounderCRD 6865704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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