# Alliance Wealth Advisors

Alliance Wealth Advisors is a Bank / Wealth / Trust based in Carbondale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Carbondale, United States
- **Region:** North America
- **Address:** Carbondale, IL, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** www.alliancewealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/alliance-wealth-advisors

## Regulatory record

- **CRD number:** 156712
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156712

## About

Founded in 2011 and based in Carbondale, Illinois, Alliance Wealth Advisors is a registered investment adviser serving individual clients and pension and profit-sharing plans. The firm operates from a single office in southern Illinois, focusing on financial planning, retirement planning, and portfolio management for a local client base. The firm's investment approach centers on discretionary portfolio management for retail and retirement-plan clients. Alliance Wealth Advisors constructs portfolios using a combination of individual securities and third-party strategies, targeting long-term capital appreciation and income generation appropriate to each client's risk profile. While specific portfolio names are not publicly disclosed, the firm's regulatory filings indicate broad exposure to US equities, fixed income, and allocation models typical of a community wealth manager. Geographic focus is concentrated in the southern Illinois region, with clients drawn primarily from Carbondale and surrounding counties. Alliance Wealth Advisors does not publicly report assets under management or team size, and no adjacent vehicles — such as philanthropic foundations, real-asset arms, or club memberships — are known. No dated operational events from the last 24 months are publicly verifiable. The most salient structural feature of Alliance Wealth Advisors is its independence. The firm is not affiliated with a bank holding company, national wirehouse, or insurance platform — an architecture that positions it among the remaining independent RIAs in a region where consolidation has been accelerated by aggregator platforms and regional bank acquisitions. This independence gives the firm discretion over manager selection and client service standards, though it also limits the resources available for institutional-grade investment research and operational infrastructure.

## Questions

### Where does Alliance Wealth Advisors' client base come from?

Alliance Wealth Advisors draws its client base from Carbondale, Illinois, and the surrounding southern Illinois region. The firm's single-office footprint and community-oriented positioning suggest a local referral-based practice serving residents, small-business owners, and regional retirement-plan participants.

## Related profiles

- [Alliance Global Partners](https://altss.com/profile/alliance-global-partners-agp)
- [Alliance Wealth Management Group](https://altss.com/profile/alliance-wealth-management-group)

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Last updated: 2026-08-11T02:43:31.692Z

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