A complete list of active advisors currently associated with Professional Alliance Associates, LLC

Warmer can help you find a great advisor at Professional Alliance Associates, LLC or one who fits your needs even better.

Professional Alliance Associates, LLC does not provide investment advice or manage client assets directly; the firm receives fees from other investment management firms under fee‑splitting arrangements. The brochure states the firm has operated since 2002 and that it does not custody client assets or accept discretionary authority to manage securities. The firm does not offer portfolio management, does not describe any investment methods or strategies, and does not charge percentage‑of‑AUM fees — its revenue is derived solely from fee‑sharing with third‑party managers. It also does not review client accounts or vote client securities, reflecting an operational role distinct from hands‑on asset management. Compared with most supported advisory firms, Professional Alliance Associates is notable for its operational focus and its principals’ professional background: both owners are full‑time Certified Public Accountants. Rather than maintaining direct relationships with individual or high‑net‑worth clients, the firm’s activities are structured around referrals and contractual fee arrangements with firms that manage client assets.

To learn more about the advisors currently working at Professional Alliance Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.