Firm profile

ALLIANCE PARTNERS LLC

CHEVY CHASE, MDCRD 157700Latest ADV March 24, 2026

Alliance Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chevy Chase, MD. Its latest Form ADV filing, dated March 24, 2026, reports $1.9B in regulatory assets under management, 21 employees, 7 offices, and 107 accounts.

Assets Under Management
$1.9B
Employees
21
Offices
7 offices
Total Clients
104
Primary office
CHEVY CHASE, MD
4445 WILLARD AVENUE, SUITE 1100, CHEVY CHASE, MD, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODerek A. Anderson
CFOMichael A. Housley

Advisory services offered

3 types reported
Educational seminars/workshops
Other advisory services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentBanks represent 100.0% of total clients.
Top client categories% of clientsClients
1
Banks
100.0%
104

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.9Bas of March 24, 2026
Discretionary22.6%
$440M
23% of total RAUM22.6%
Non-discretionary77.4%
$1.5B
77% of total RAUM77.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.9B
Total Accounts107
10Y AUM Change+$648M (+50.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees21
Clients per Employee5:1
10Y Employee Change-31 (-59.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.