Efinancial Alliance, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated April 16, 2026, reports $292M in regulatory assets under management, 5 employees, and 873 accounts.
Assets Under Management
$292M
Employees
5
Offices
--
Total Clients
212
Primary office
FRANKLIN, TN
840 CRESCENT CENTRE DR., SUITE 600, FRANKLIN, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
123
2
HNWI
40.1%
85
3
Charitable
1.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$292Mas of April 16, 2026
Discretionary100.0%
$292M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$292M
Total Accounts873
10Y AUM Change+$169M (+137.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change+1 (+25.0%)
* 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.