Fiduciary Alliance is an advisor-owned network of independent registered investment advisors (RIAs), built to help financial advisors grow while preserving their independence. The alliance describes itself as fiduciary-first, long-term oriented, and growth-focused, and emphasizes that it is not private-equity-backed or a rollup. Its network includes 19 member firms across 12 states, with $2 billion in assets under management.

Fiduciary Alliance offers two paths to partnership. Independent-minded investment advisor representatives and registered representatives can break away using a turnkey platform designed to support the transition without starting from scratch. Existing RIA owners can keep their firm’s brand while gaining operational leverage through a partnership rather than an acquisition. Support includes compliance, operations, technology, and connections with peers. The alliance also applies AI tools to meeting notes, follow-ups, research, and reporting, with training, live walkthroughs, community, and ongoing coaching. Its four-step process covers an initial conversation, mutual diligence, planning for areas such as custody and communications, and launch. Fiduciary Alliance is based in Greenville, South Carolina.