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EFINANCIAL ALLIANCE, LLC

FRANKLIN, TN · CRD 161352 · IAPD ↗ · efinancialalliance.com · 615-224-8534

$291.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — EFINANCIAL ALLIANCE, LLC reported RAUM up 29% ($225.8M -> $291.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2025 — EFINANCIAL ALLIANCE, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2025 — EFINANCIAL ALLIANCE, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — EFINANCIAL ALLIANCE, LLC reported RAUM up 59% ($123.0M -> $196.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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