The Fiduciary Alliance is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenville, SC. Its latest Form ADV filing, dated April 16, 2026, reports $2.5B in regulatory assets under management, 76 employees, 24 offices, and 9,155 accounts.
Assets Under Management
$2.5B
Employees
76
Offices
24 offices
Total Clients
8,964
Primary office
GREENVILLE, SC
135 S MAIN ST, SUITE 600, GREENVILLE, SC, United States
Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
6,356
2
HNWI
26.6%
2,388
3
Corporations
1.9%
168
4
Irrevocable Trusts/Estates
0.3%
31
5
Pension Plans
0.1%
12
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of April 16, 2026
Discretionary98.2%
$2.5B
98% of total RAUM98.2%
Non-discretionary1.8%
$45M
2% of total RAUM1.8%
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$2.5B
Total Accounts9,155
10Y AUM Change+$2.4B (+1858.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees76
Clients per Employee118:1
10Y Employee Change+67 (+744.4%)
* 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.