Why Royal Alliance

Delivering Exceptional Wealth Management Solutions

Tools, Services, and Support

Royal Alliance prides itself on delivering the exceptional service you need to provide each of your clients with impactful experiences as you guide them through their financial journeys. Learn more about our:

Financial Planning Tools

give you the flexibility to deliver advice to your clients based on their needs and the complexity of their financial situation.

Specialized Services

offered through the firm and our partners include: Lending, Trust Services, and Donor Advised Funds.

Dual Clearing

is offered through Pershing and NFS - options to provide your choice in choosing your custodian for your brokerage solutions. Including lending, trusts, CDARs, etc.

Direct Choice

is an innovative solution to host your direct mutual fund business in a brokerage environment with the benefits of a brokerage account without the traditional brokerage account fees.

Ready for an Extraordinary Partnership?

Contact us

866.849.7673

10 Exchange Place
Suite 1410
Jersey City, NJ 07302

If you are an existing financial advisor interested in joining our firm, please complete the form below. All information is confidential.