FOUNDERS FINANCIAL ALLIANCE, LLC
  • FOUNDERS FINANCIAL ALLIANCE, LLC
  • BRYAN FINANCIAL GROUP
  • WESTERN COMMUNITY FINANCIAL
  • THE SOVRAN
  • OWENS & ASSOCIATES
  • MJM WEALTH MANAGEMENT, LLC
  • MITRO WEALTH MANAGEMENT
  • MAINSAIL TRIANGLE INVESTMENT MANAGEMENT
  • INNERBANKS WEALTH MANAGEMENT
  • FOUNDERS WEALTH PARTNERS, LLC
  • FOUNDERS WEALTH ADVISORS, LLC
  • FOUNDERS FINANCIAL ALLIANCE
  • FLATFEECIO
  • FLATFEE CIO
  • FIDUCIARY ASSET MANAGEMENT
  • ELITE WEALTH MANAGEMENT
  • DEFRANCO FINANCIAL
  • CORNERSTONE WEALTH ADVISORS
  • COLONNADE WEALTH MANAGEMENT GROUP, LLC
  • CECCATO WEALTH PARTNERS, LLC
  • ELITE WEALTH MANAGEMENT, LLC
  • DU LAC WEALTH SERVICES
  • DIAMOND & ASSOCIATES WEALTH MANAGEMENT

Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 11/21/2016
Other registrations (28)
ADV Location RALEIGH, NC, United States
Contact Info 855 xxxxxxx
Websites
AUM* 1,185,963,782 69%
of that, discretionary 1,183,211,271 69%
Number of Employees 31 11%
of those in investment advisory functions 31 11%
Private Fund GAV* 0
Avg Account Size 280,436 21%
% High Net Worth 29.43% -16%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 845M 676M 507M 338M 169M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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