This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-17-2016
- Office Locations
- 33
Office Locations
About THE Fiduciary Alliance
The Fiduciary Alliance is an advisor-owned registered investment adviser and network built by advisors for advisors, supporting RIAs and representatives with solutions to grow and scale client-focused fiduciary practices. It emphasizes long-term, organic growth with no private-equity ownership and no mandated products. Reported model portfolios are largely implemented with ETFs and public funds and commonly custody at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 24, 2025 and August 5, 2026, reported AUM increased 31.4%, from $1.9B to $2.5B.
Across 5 reported observations, AUM increased 303.4% between December 22, 2022 and August 5, 2026, from $626.3M to $2.5B.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 45 advisory representatives and 8,964 clients, or 199.2 clients per representative. That equates to $281.8K in reported AUM per client.
The profile lists 33 reported office locations and 10 years in operation. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review THE Fiduciary Alliance's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full THE Fiduciary Alliance record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN JAMES BOUGHNER
Managing Member
- CRD
- #4152328
- Ownership
- 75% or more
SUSAN S HARVELL
Chief Compliance Officer
- CRD
- #4442833
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Lori C. Avant
--
- CRD
- #1133785
CHRISTOPHER LAWRENCE BALCEROWIAK
--
- CRD
- #1568743
Showing 2 of 49 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,480,797,934 | $278,085 |
| Non-Discretionary | $45,441,022 | $194,192 |
| Total | $2,526,238,956 | $275,941 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
THE Fiduciary Alliance has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
THE Fiduciary Alliance's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.