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Alliance Advisors Wealth Management
Founded in 2018 and based in Novi, Michigan, Alliance Advisors Wealth Management registered with the SEC as an investment adviser to serve individuals,...
Alliance Advisors Wealth Management
Founded in 2018 and based in Novi, Michigan, Alliance Advisors Wealth Management registered with the SEC as an investment adviser to serve individuals, high-net-worth families, and pension plans. The firm came to market during a period of consolidation in the registered investment adviser industry, positioning itself in the suburban Detroit wealth corridor with a planning-led proposition rather than a brokerage or transaction-based model. The firm's regulatory filings indicate its core services are financial planning and portfolio management. It acts as a discretionary manager for client accounts, constructing portfolios that draw from equities, fixed income, and mutual funds. While specific portfolio allocations remain private, the firm's disclosed client base — spanning individual retail investors up to qualified pension plans — suggests a diversified mandate rather than a single-strategy concentration. Its geographic book is likely concentrated in Southeast Michigan, a region with deep automotive and manufacturing wealth. The firm is operationally lean. Public records do not disclose a named CIO, lead advisor, or total assets under management, which is typical for a smaller, privately held RIA that has not pursued growth through acquisitions or a large institutional channel. There are no known alternative investment vehicles, philanthropic foundations, or adjacent operating businesses affiliated with the firm. Without a published Form ADV Part 2A brochure or a detailed website, the team size and investment committee structure remain opaque. Structurally, Alliance Advisors operates as a classic main-street RIA rather than an institutional allocator or a multi-family office platform. Its independence from a bank holding company or a broker-dealer network is its primary architectural feature — separating advice from product sales. For a firm founded in 2018, the coming question is generational: whether it will remain a lifestyle practice or build toward the succession and institutional infrastructure required to outlast its founding principals.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Centerville
Corporate office
Novi, MI, United States
Frequently asked questions
Is Alliance Advisors an independent firm or part of a larger financial institution?
Public records indicate Alliance Advisors Wealth Management operates as an independent registered investment adviser, not as a division of a bank, broker-dealer, or insurance company. This structure separates its advisory services from product sales, a point of differentiation from wirehouse or bank-affiliated wealth managers. The firm's independence means its portfolio construction and manager selection are not constrained by proprietary product mandates.
What client types does Alliance Advisors serve?
Per its regulatory disclosures, Alliance Advisors serves individuals, high-net-worth individuals, and pension plans. The inclusion of pension plans indicates a level of fiduciary oversight that extends beyond retail advisory, though the magnitude of institutional relationships is not publicly disclosed. Its core appears to be wealth management for private clients in and around Michigan.
How does Alliance Advisors charge for its services?
As a registered investment adviser, Alliance Advisors is likely compensated through asset-based fees or fixed planning retainers — the standard models for fiduciaries — rather than commissions. Specific fee schedules are contained in the firm's Form ADV Part 2A, which is filed with the SEC and available upon client request. The firm's planning-led positioning suggests a hybrid of financial planning fees and ongoing discretionary management charges.
Who makes investment decisions at Alliance Advisors?
The investment decision-making structure at Alliance Advisors is not publicly disclosed. No named CIO, portfolio manager, or investment committee chair appears in available records — a common profile for a small RIA where the founding principal or a small team directs all manager selection, asset allocation, and rebalancing decisions internally. An allocator conducting due diligence would request the firm's Part 2A to identify key investment personnel.
What is Alliance Advisors' approach to alternative investments?
There is no public evidence that Alliance Advisors allocates to private equity, venture capital, hedge funds, or direct real estate on behalf of its clients. The firm's regulatory profile and self-described service set center on traditional financial planning and portfolio management, likely using publicly traded securities. For an institutional allocator seeking alternatives co-investment partners, Alliance Advisors does not currently fit that mandate.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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