RIA Intel›Advisers›Massachusetts›STRATEGIC FINANCIAL ALLIANCE, LLC

STRATEGIC FINANCIAL ALLIANCE, LLC

Advisory

MA

Data as of Mar 21, 2026 · Source: SEC Form ADV

Rank in MA

#1,210

of 1,590 advisers by AUM

Average account

$451K

across 88 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$32M

Non-Discretionary AUM$8M

Discretionary %80.1%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, ME

Succession Risk

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

See plansIncluded with the Intelligence plan

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

32 clients

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

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Advisers of similar size in MA

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

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MARLBOROUGH, MA

$40M

MJM INVESTMENT ADVISORS, INC.

$39M

SW PRIVATE WEALTH, LLC

$40M

PARKMOUNT FINANCIAL PARTNERS LLC

$40M

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