RIA Intel›Advisers›Florida›NEO ALLIANCE LLC

NEO ALLIANCE LLC

Advisory

FL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in FL

#2,145

of 2,610 advisers by AUM

Average account

$3M

across 4 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$12M

Discretionary AUM$4M

Non-Discretionary AUM$8M

Discretionary %31.8%

Total Clients4

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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RAYMOND P. VIRGILIO, CPA, P.A.

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$12M

IPRO ONE MANAGEMENT, INC.

$12M

HARVEY & COMPANIES, INC.

ST. PETERSBURG, FL

$12M

TWINLEAF FINANCIAL ADVISORS, LLC

$12M

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