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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-13-2023
- Office Locations
- 1
Office Locations
About Alignment Financial Group
Alignment Financial Group is a Exeter-based RIA. The firm has been operating for 3 years. Managing $77.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 6, 2025 and March 25, 2026, reported AUM increased 417.3%, from $15.0M to $77.6M.
Across 4 reported observations, AUM decreased 72.8% between December 21, 2023 and March 25, 2026, from $285.0M to $77.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 62 clients, or 62 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DANIEL LAWRENCE PIMENTAL
Chief Compliance Officer, PRINCIPAL
- CRD
- #2196343
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,600,000 | $705,455 |
| Non-Discretionary | $0 | -- |
| Total | $77,600,000 | $705,455 |
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Separately Managed Accounts
SMA allocation detail is available
Alignment Financial Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.