Alliance Wealth Advisors, Llc
- Regulatory AUM
- $601M
- Discretionary
- $525M
- Clients
- 677
- Avg AUM / client
- $888K
- Accounts
- 677
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 588 | $211M | 35.1% |
| High net worth individuals | 60 | $281M | 46.7% |
| Pension and profit sharing plans | 16 | $80.8M | 13.4% |
| Corporations and other businesses | 13 | $28.7M | 4.77% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Fvcbank 401(k) Plan Fvcbank | 2024 | |
| Scranton Dodge 401(k) Plan Marwen, Inc. | 2024 | |
| Gerrity's Supermarket, Inc. Retirement Plan Gerrity's Supermarket, Inc. | 2024 | |
| Greiner Packaging Usa 401(k) Plan Greiner Packaging Corp. | 2024 | |
| Northeastern Rehabilitation Associates, P.C. 401(k) Profit Sharing Plan Northeastern Rehabilitation Associates, P.C. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher D Ross | Managing Member, Cco | CFP | Jun 2017 (9y) | 50% – 75% |
| Perry Joseph Rose | Managing Member | CFP | Jun 2017 (9y) | 25% – 50% |
| Douglas Francis Holcomb | Registered representative | Jun 2017 (9y) | ||
| Jude Ryan Mcdonough | Registered representative | CFP | Oct 2019 (7y) | |
| Michael Joseph Cordaro | Registered representative | Sep 2020 (6y) | ||
| Sean Patrick Dempsey | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Fvcbank 401(k) Plan | Fvcbank | 114 | $13.3M | 01/01/2024 |
| Scranton Dodge 401(k) Plan | Marwen, Inc. | 106 | $6.3M | 01/01/2024 |
| Gerrity's Supermarket, Inc. Retirement Plan | Gerrity's Supermarket, Inc. | 702 | $21.8M | 01/01/2024 |
| Greiner Packaging Usa 401(k) Plan | Greiner Packaging Corp. | 143 | $4.5M | 01/01/2024 |
| Northeastern Rehabilitation Associates, P.C. 401(k) Profit Sharing Plan | Northeastern Rehabilitation Associates, P.C. | 128 | $31.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $251M (42% of AUM) Mar 2026
- Charles Schwab & Co. $241M (40% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗