AdvizorPro

Alliance Financial

Alliance Financial. CRD 319679

A

CRD: 319679

Alliance Financial

Wyomissing, PA, 19610
6103765981
$271.8M Total AUM
$271.8M Disc. AUM
9.9% 3Y CAGR
6 Employees
666 ADV. Clients
4 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · LPL Financial · Vanguard
Clients
Retail and Institutional
Platforms
--
Established Date
05-18-2022
Office Locations
2

Office Locations

1105 Berkshire Blvd. STE 120, Wyomissing PA
43A Brookwood AVE Carlisle PA

About Alliance Financial

Alliance Financial is a Wyomissing-based RIA with 2 offices. The firm has been operating for 4 years. Managing $271.8M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Business Succession, Financial Planning, Insurance.

Team overview

39 AVG AGE
$54.4M AVG AUM / ADVISOR
$408.1K AVG AUM / CLIENT
4.1 yrs AVG TENURE
6 Employees
5 Advisory Reps
6 RIA Reps
4yrs Firm Age

Insights

Open the full profile to inspect shifts in insight peak.
See the complete signal summary connected to summit.
Upgrade to reveal position-level detail across unison optima.
Request access to benchmark trends tied to value prime.
Unlock to see real insight on harbor north momentum.
Open the full profile to inspect shifts in beacon vertex.
Request access to benchmark trends tied to delta.
Request access to benchmark trends tied to bridge horizon.

Asset Classes

Foundation pioneer Oak fusion Element Eagle

Investment Themes

Zenith Radial Bridge

Investment Vehicles

Capital matrix Vector Summit pioneer

Services

Zenith Element Optima Element Foundation value Radial bridge Vector ember Radial

Owner & Executives

KEVIN MICHAEL FOX

KEVIN MICHAEL FOX

Chief Compliance Officer, Financial Advisor, Managing Partner, President

CRD
#4196238
Ownership
50% but less than 75%
(405) 846-1880
legacy.pathway@fusioncapital.com
in linkedin.com/in/eagle-frontier
Thomas Alan Drexler

Thomas Alan Drexler

Managing Partner

CRD
#6155574
Ownership
10% but less than 25%
(333) 865-4460
eagle.fusion@pathwaycapital.com
in linkedin.com/in/summit-summit
S

Signal glacier

Alpha fusion

CRD
#80670
Ownership
17.6%
(337) 262-5922
matrix.bridge@eaglecapital.com
in linkedin.com/in/momentum-timber

Showing 2 of 3 owners & executives

Unlock all

Contacts

STEPHANIE LYNN BAITY

STEPHANIE LYNN BAITY

CFP, LPL Financial Advisor

CRD
#6468230
(466) 302-2594
frontier.peak@embercapital.com
in linkedin.com/in/delta-momentum
JACQUELINE L POWELL

JACQUELINE L POWELL

Financial Advisor

CRD
#1061375
(719) 565-6090
beacon.quantum@capitalcapital.com
in linkedin.com/in/zenith-optima

Showing 2 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-21-2022
09-20-2023
10-02-2024
08-14-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $271,808,136 $270,187
Non-Discretionary $0 --
Total $271,808,136 $270,187

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $271,808,136

$271.8M Total SMA
Public Funds:
14.9%
Cash:
35.1%
Equity - Exchange:
50.0%
Asset class Assets Assets %
Public Funds $1,196,653,832 14.9%
Cash $2,818,963,054 35.1%
Equity - Exchange $4,015,616,887 50.0%
Total $8,031,233,773 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EAGLE EMBER CREST DELTA TIMBER 39T2KZDKR QFZB 1.30% $58,055,948
LEGACY ZENITH WAVE TIMBER EAGLE JOPTYE5RV BGE 9.68% $44,097,212
ATLAS PRIME INSIGHT RIDGE 9WGA86ZQS ZWJJD 10.23% $104,735,662
FOUNDATION DELTA EMBER QUANTUM UY6MMI2JD LMO 2.34% $33,458,828
PIONEER DELTA VALUE PRIME CATALYST JV5Z5WQQR CBK 12.10% $95,260,984
ALPHA SUMMIT QUANTUM DELTA 4L55W30X4 CYGVX 1.31% $9,045,744
OAK VECTOR BEACON ZENITH 8CAO81VFL DDW 12.36% $114,374,472
OAK VECTOR BEACON FOUNDATION A8830RCH1 XFGT 2.56% $107,077,390

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform