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ALLIANCE PARTNERS LLC

CHEVY CHASE, MD · CRD 157700 · IAPD ↗ · 301-232-5400

$1.94BRegulatory AUM
15Advisory reps
21Employees
319Clients
n/aPlanning clients
0Private funds
5States
4Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — ALLIANCE PARTNERS LLC shrank from 19 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — ALLIANCE PARTNERS LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2024 — ALLIANCE PARTNERS LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.