RIA Intel›Advisers›Maryland›ALLIANCE PARTNERS LLC

ALLIANCE PARTNERS LLC

Advisory

N·CHEVY CHASE, MD

Data as of Jul 2, 2026 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

-13.1%

3-Year CAGR

+2.4%

Employees

15

Assets Under Management

Total AUM$1.9B

Discretionary AUM$440M

Non-Discretionary AUM$1.5B

Discretionary %22.6%

Total Clients117

Team

Total Employees15

Investment Advisers21

Employee Growth (1Y)-5.9%

Filing History

Total Filings on Record34

First FilingMay 23, 2011

Latest FilingJul 2, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALLIANCE PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.