We’re a firm designed to conform to the vision you have for your practice rather than making you adapt to ours. That’s what “being in your corner” means to us.
The Firm for Premier Financial Professionals
Royal Alliance combines strength, service, and support to help ensure that financial professionals are well-positioned to meet the needs of their clients while building long-term, sustainable practices. And we do it your way.
We offer a choice of affiliation options, from OSJs and direct independent advisor status to dynamic Hybrid RIA. You choose what works best for you.
Royal Alliance’s OSJs and Managing Executives are among the most successful in the country. We help them succeed with customized business development, recruiting, compliance, and advisory support.
When you move to Royal Alliance, a team of transition professionals will work closely with you to thoroughly plan your transition process according to your unique requirements.
The marketing platform that makes it possible to personalize and scale your communications, campaigns, and more.
A comprehensive succession planning platform that addresses the biggest challenge in our industry.
Your one-stop hub for content, admin, and trending insights.
eQuipt® provides an online paperless account opening process, reducing administrative time for financial professionals and enhancing a client’s onboarding experience.
Royal Alliance is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals. Our structure allows us to invest significant resources across our network, so they enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.Learn More