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- Custodian
- Fidelity/NFS · RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-21-1984
- Office Locations
- 25
Office Locations
About A.g.p. / Alliance Global Partners
A.G.P./Alliance Global Partners provides investment advisory and brokerage services to individuals and institutions across the U.S., with capabilities spanning wealth management, research & strategy, investment banking, and capital markets. Financial professionals can trade on all major U.S. exchanges and access over 30 global markets, supporting domestic and international investment execution.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $2.3B between October 30, 2025 and June 5, 2026.
Across 5 reported observations, AUM increased 84.3% between October 27, 2022 and June 5, 2026, from $1.2B to $2.3B.
Of the latest reported AUM, 82.4% is discretionary and 17.6% is non-discretionary.
The firm reports 140 advisory representatives and 6,959 clients, or 49.7 clients per representative. That equates to $330.5K in reported AUM per client.
The profile lists 25 reported office locations and 41 years in operation. The source data was last updated on August 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full A.g.p. / Alliance Global Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY FRANCIS CASSIDY
--
- CRD
- #2961836
- Ownership
- Less than 5%
RAFFAELE GAMBARDELLA
Chief Operating Officer, Chief Risk Officer
- CRD
- #2448073
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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COLE EDWIN AARONSON
Partner
- CRD
- #6381165
FEMY ACOSTA-BACALLAO
--
- CRD
- #1209309
Showing 2 of 308 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,894,913,280 | $317,246 |
| Non-Discretionary | $405,212,592 | $410,966 |
| Total | $2,300,125,872 | $330,525 |
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Separately Managed Accounts
SMA allocation detail is available
A.g.p. / Alliance Global Partners has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.