# The McGriff Alliance

The McGriff Alliance is an Asset Manager based in Birmingham, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** themcgriffalliance.com
- **LinkedIn:** https://www.linkedin.com/company/the-mcgriff-alliance

## Regulatory record

- **CRD number:** 131477
- **Registration status:** Registered
- **Latest Form ADV filing:** 2025-12-18T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131477

## About

Founded in 1995 and based in Birmingham, Alabama, The McGriff Alliance is a financial advisory firm that provides planning services to individuals and organizations. Its disclosed client base includes high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates from a single location and has maintained a low public profile since inception. The firm's service model centers on financial planning and advisory, positioning it within the registered investment advisor segment. Specific investment strategies, asset-class exposures, and portfolio construction methodologies are not publicly documented. The firm does not publish details on direct investments, fund commitments, or co-investment activity. No verified portfolio company holdings or named institutional co-investors are retrievable from public filings or firm communications. Team size and total assets under advisement are not disclosed. The firm does not appear to maintain affiliated philanthropic vehicles, real-asset arms, or operating businesses under the McGriff Alliance name. No recent operational events — including personnel moves, office expansions, or regulatory filings — are identifiable within the last 24 months. The McGriff Alliance's structural differentiator is its longevity as a multi-decade advisory practice in a regional market. The firm has not transitioned to a multi-family office structure or launched proprietary fund vehicles, distinguishing it from peers that have scaled through aggregation. Its governance and succession arrangements are not publicly detailed.

## Questions

### What services does The McGriff Alliance provide?

The firm offers financial planning and advisory services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. Specific service lines beyond general financial planning are not publicly detailed. The firm does not market proprietary investment products or structured fund vehicles.

### Who runs The McGriff Alliance?

Named principals and investment decision-makers are not identifiable from public records or firm communications. The firm has maintained a low public profile since its 1995 founding in Birmingham, Alabama. No Form ADV or equivalent regulatory filing specifying key personnel is currently retrievable.

### What is The McGriff Alliance's assets under management or advisement?

The firm does not publicly disclose AUM or AUA figures. No credible third-party estimate is available from regulatory filings or financial data services. Without a disclosed number, the scale of the firm's advisory book remains undetermined.

### Does The McGriff Alliance invest directly or only provide advisory services?

The firm is structured as a financial advisory practice, not a direct investment vehicle. There is no public record of proprietary fund launches, direct co-investment activity, or balance-sheet investing. Its stated role is advisory, serving both individual and institutional clients.

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Last updated: 2026-06-03T20:00:00.000Z

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