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ALIGNMENT FINANCIAL GROUP

· CRD 306644 · IAPD ↗ · alignfg.com · (617) 306-3159

$77.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ALIGNMENT FINANCIAL GROUP reported RAUM up 417% ($15.0M -> $77.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — ALIGNMENT FINANCIAL GROUP reported RAUM down 95% ($315.7M -> $15.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
73
February 2024 — ALIGNMENT FINANCIAL GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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