Alliance Wealth Advisors LLC
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2639 of mapped providers
Assets under administration$10.9B0.0%Market share · rank #1226
Fees received$99,985Median $13,902/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Alliance Wealth Advisors LLC plan look like?
Service mix · median fees per plan
Count of plans where Alliance Wealth Advisors LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $30,052 | |
Investment advisory (plan); Consulting (general); Insurance brokerage commissions and feesCode 16 | 1 | $13,902 | |
Direct payment from the plan; Investment advisory (plan); Consulting (pension)Code 17 | 1 | $17,808 | |
Copying and duplicatingCode 36 | 1 | $8,171 |
Competitor overlap
Percent of Alliance Wealth Advisors LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Alliance Wealth Advisors LLC.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF ILWU-PMA PENSION PLANCA · 946068576-001 | PGIM | $9.7B |
MARWEN, INC.PA · 232258671-001 | (new plan) | $6M |
Plans lost in 2024
Appeared last year under Alliance Wealth Advisors LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
AIDS COMMUNITY RESOURCENY · 161359060-001 | Bonadio & Co. LLP | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF ILWU-PMA PENSION PLANCA · 946068576-001 | $10.8B | 25,317 | $8,171 | 3y | - |
NORTHEASTERN REHABILITATION ASSOCIATES, P.C.PA · 251645055-002 | $32M | 164 | $47,799 | 3y | - |
GERRITY'S SUPERMARKET, INC.PA · 232150407-001 | $22M | 1,175 | $12,305 | 5y | 1 |
MARWEN, INC.PA · 232258671-001 | $6M | 173 | $13,902 | 4y | - |
GREINER PACKAGING CORP.PA · 462776183-001 | $5M | 185 | $17,808 | 4y | 2 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Alliance Wealth Advisors LLC.
- ADMAIL EXPRESS, INC.
- ADMI PARTNERS LLC
- ALLIANCE WEALTH ADVISORS LLC
- ALLIANCE WEALTH ADVISORS, LLC
- ALLIANCE WEALTH MANAGEMENT
- ALLIANCE WEALTH MANAGEMENT LLC
- ALLIANCE WEALTH MANAGEMENT, LLC
- WE ALLIANCE WEALTH ADVISORS
- WE ALLIANCE WEALTH ADVISORS, INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Alliance Wealth Advisors LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 20.00% | 26.94% | -6.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Alliance Wealth Advisors LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Alliance Wealth Advisors LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Bush Gottlieb | 1 | 20.0% |
| Seyfarth Shaw LLP | 1 | 20.0% |