Wealth Manager
    SEC Registered
    Manages Private Funds

    The Fiduciary Alliance

    Registered investment advisor · Greenville, South Carolina · CRD #284924

    Assets Under Management
    $2.5B
    Client Accounts
    9,155
    Employees
    76
    CRD Number
    284924
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Investments

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Fiduciary Alliance

    The Fiduciary Alliance is a financial planning firm based in Greenville, South Carolina, managing over $1 billion in assets. It employs 38 advisors and offers a platform for advisors to transition, scale, and grow their practices. The firm provides technology, compliance, marketing, and networking support.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Fiduciary Alliance

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    Frequently Asked Questions

    What is The Fiduciary Alliance's AUM?

    The Fiduciary Alliance reports approximately $2.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Fiduciary Alliance headquartered?

    The Fiduciary Alliance is headquartered in Greenville, South Carolina.

    What is The Fiduciary Alliance's CRD number?

    The Fiduciary Alliance's CRD number is 284924. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Fiduciary Alliance manage?

    The Fiduciary Alliance manages approximately 9,155 client accounts according to its latest SEC filing.

    Is The Fiduciary Alliance SEC registered?

    Yes, The Fiduciary Alliance is registered with the SEC as an investment adviser with an approved registration status.

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