ALIGN ADVISOR GROUP, LLC

Overview

Align Advisor Group, LLC is an independent registered investment adviser that primarily serves individual and family clients. The firm operates as a capital allocator, combining discretionary portfolio management with financial planning and selection of third‑party advisers. Fee arrangements include percentage of AUM, subscription fees and fixed fees, allowing flexibility across different client relationships and service models. Align shows a clear preference for equity exposures and uses third‑party managers to access alternative strategies, indicating a multi‑sleeve approach that mixes core liquid holdings with illiquid or specialist allocations. The firm’s stated advisory activities cover financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Align is not an active ESG investor and does not position itself as a multi‑state adviser. Its structure and offerings suggest a focus on fee‑based wealth management for high‑net‑worth households who want blended exposure to public markets and outsourced alternatives.

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Public Holdings

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Location & Offices