# Alliance Wealth Advisors, LLC

> Alliance Wealth Advisors, LLC is an SEC-registered investment advisory firm in Scranton, PA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 288394
- Filed as: ALLIANCE WEALTH ADVISORS, LLC
- Also doing business as: ALLIANCE CENTER FOR INVESTOR EDUCATION, THE ROSE HOLCOMB ROSS GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scranton, PA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288394
- AdvisorCensus page: https://advisorcensus.com/firm/alliance-wealth-advisors-llc-scranton-pa-288394

## Quick answers

**How is Alliance Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alliance Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alliance Wealth Advisors, LLC located?**
Alliance Wealth Advisors, LLC's principal office is in Scranton, PA, according to its Form ADV.

**Is Alliance Wealth Advisors, LLC registered with the SEC or a state?**
Alliance Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288394.

**How much does Alliance Wealth Advisors, LLC manage?**
Alliance Wealth Advisors, LLC reports $601,101,030 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (87% discretionary).

**How have Alliance Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Alliance Wealth Advisors, LLC: Regulatory assets under management: $291,741,509 in the October 2021 data and $601,101,030 in the October 2026 data, up 106%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alliance Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (588); high net worth individuals (60); pension and profit sharing plans (but not the plan participants or government pension plans) (16).

**Which custodians does Alliance Wealth Advisors, LLC use?**
Alliance Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Alliance Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288394

**What changed in Alliance Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $498,454,880 to $601,101,030 (+21%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $601,101,030
- Discretionary: $524,911,694
- Non-discretionary: $76,189,336

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 588 | $210,754,155 |
| High net worth individuals | 60 | $280,881,593 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $80,764,837 |
| Corporations or other businesses not listed above | 13 | $28,700,445 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NE, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alliancewealthadvisors.com
- amazon.com/music/lp/podcasts
- apple.com/apple-podcasts
- open.spotify.com/genre/podcasts-web
- planwithalliance.com
- Facebook @ALLIANCEWEALTHADVISORS
- Instagram @alliancewealth
- LinkedIn @ALLIANCE-WEALTH-ADVISORS
- YouTube @alliancewealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $291,741,509 | 7 | August 31, 2021 |
| October 2022 | $375,054,591 | 8 | March 17, 2022 |
| October 2023 | $352,038,586 | 8 | August 21, 2023 |
| October 2024 | $425,304,845 | 7 | March 19, 2024 |
| October 2025 | $498,454,880 | 8 | March 18, 2025 |
| October 2026 | $601,101,030 | 8 | March 6, 2026 |

Regulatory assets under management: $291,741,509 in the October 2021 data and $601,101,030 in the October 2026 data, up 106%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $498,454,880 to $601,101,030 (+21%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in MA, NV.

### December 2025
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alliance Wealth Advisors, LLC (CRD 288394): Form ADV filing data as of October 2026.