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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
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER D ROSS
Managing Member, Planning & Investments
- CRD
- #4846792
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL JOSEPH CORDARO
Senior Wealth Advisor
- CRD
- #6573164
Sean Patrick Dempsey Jr.
Relationship Associate
- CRD
- #7390496
Signal momentum
Zenith oak beacon
- CRD
- #32455
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
| 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 |