The Fiduciary Alliance
Greenville, SC·SEC-registered · CRD #284924
The Fiduciary Alliance is an SEC-registered investment advisory firm in Greenville, SC managing $2.5B across 9.4k client accounts, with 45 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.5B
Client accounts
9.4k
Advisory staff
45
Fee model
Fee-based
How The Fiduciary Alliance is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about The Fiduciary Alliance
How much does The Fiduciary Alliance manage?
Per its most recent SEC Form ADV filing (06/12/2026), The Fiduciary Alliance reports $2.5B in regulatory assets under management across roughly 9.4k client accounts.
How does The Fiduciary Alliance charge?
The Fiduciary Alliance is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Fiduciary Alliance a fiduciary?
Yes. The Fiduciary Alliance is registered with the U.S. Securities and Exchange Commission (CRD #284924), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Fiduciary Alliance taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Fiduciary Alliance and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Greenville, SC
Profile compiled from The Fiduciary Alliance's public SEC Form ADV filing (CRD #284924, filed 06/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Fiduciary Alliance. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Fiduciary Alliance? Claim this profile.