$601.1M Total AUM
$524.9M Disc. AUM
-- 3Y CAGR
8 Employees
677 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Atlas valueOak +more
- Established Date
- 06-06-2017
- Office Locations
- 1
Office Locations
538 Biden Street Suite 700 Scranton PA
About Alliance Wealth Advisors, LLC
Alliance Wealth Advisors is an independent, SEC-registered RIA in Scranton, PA serving individuals, families, and business owners with comprehensive financial planning and investment advice, including private wealth management, estate/wealth-transfer planning, and retirement plan support. Custody includes Charles Schwab. Unique touchpoint: the firm’s “Inflection Points” podcast with business owners and high performers.
Team overview
49 AVG AGE
$100.2M AVG AUM / ADVISOR
$887.9K AVG AUM / CLIENT
6.9 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Alpha foundation Value Oak Oak Value
Client Personas
Alpha North foundation Value
Custodian
Oak North Oak Zenith unison Ember ridge Focus Vital Element foundation Element momentum Fusion Pathway Vertex meridian Optima prime
Investment Themes
Summit Pathway Crest Summit North Horizon ridge
Investment Vehicles
Frontier pathway Value
Platform
Value pioneer
Services
Bridge Bridge peak Timber delta Momentum vector Timber Element Meridian Signal north Prime fusion Crest alpha Zenith ridge
Technology
Quantum catalyst Capital North Unison capital Element
Owner & Executives
CHRISTOPHER D ROSS
Managing Member, Planning & Investments
- CRD
- #4846792
- Ownership
- 75% or more
(875) 618-4748
capital.north@optimacapital.com
in linkedin.com/in/insight-wave
Showing 1 of 1 owners & executives
Unlock allContacts
M
MICHAEL JOSEPH CORDARO
Senior Wealth Advisor
- CRD
- #6573164
(466) 343-5554
signal.capital@ridgecapital.com
in linkedin.com/in/legacy-unison
S
Sean Patrick Dempsey Jr.
--
- CRD
- #7390496
(419) 935-5093
glacier.pioneer@oakcapital.com
in linkedin.com/in/eagle-beacon
S
Signal momentum
Zenith oak beacon
- CRD
- #32455
(500) 886-9447
vital.prime@pathwaycapital.com
in linkedin.com/in/catalyst-matrix
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,911,694 | $792,918 |
| Non-Discretionary | $76,189,336 | $5,079,289 |
| Total | $601,101,030 | $887,889 |
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Separately Managed Accounts
Total SMA Asset: $601,101,030
Public Funds:
21.6% Equity - Exchange:
28.9% Cash:
28.9% Derivatives:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $910,459,650 | 21.6% |
| Equity - Exchange | $1,218,161,290 | 28.9% |
| Cash | $1,218,161,290 | 28.9% |
| Derivatives | $868,308,740 | 20.6% |
| Total | $4,215,090,970 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ATLAS | VALUE OPTIMA | 867FKCRRE | FZO | 11.16% | $52,775,937 |
| FOUNDATION NORTH MATRIX | ZENITH MATRIX | CNM1GWV1X | YZZ | 8.96% | $6,825,921 |
| TIMBER EAGLE HARBOR | OPTIMA FOCUS | LJGBLF467 | CEQDN | 5.72% | $19,633,310 |
| HORIZON MATRIX | MOMENTUM CAPITAL | JIIR5O6QC | PBMD | 5.72% | $58,484,749 |
| RADIAL MOMENTUM | GLACIER BRIDGE | ZAF6JOKVR | PJAY | 11.71% | $100,893,394 |
| TIMBER LEGACY HARBOR | GLACIER INSIGHT | 6SIPIZMVP | CITJL | 5.29% | $34,238,173 |
| OAK EMBER | PIONEER LEGACY | RKU46Z77L | HRK | 8.43% | $108,453,752 |
| BRIDGE ATLAS CREST | RADIAL NORTH | VR3PAUJPS | GRTX | 2.77% | $46,162,831 |