ALLIANCE PARTNERS LLC
CRD #157700 SEC #801-72413 CHEVY CHASE, MD 301-232-5400
SEC Registered
Total AUM
$2.2B
Discretionary
$374.6M
Employees
25
Clients
--
Accounts
120
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $2.2B | $374.6M | $1.9B | 25 | 292 |
| Mar 2025 | $2.2B | $374.6M | $1.9B | 25 | 292 |
| Jul 2024 | $2.6B | $522.8M | $2.1B | 23 | 264 |
| Mar 2024 | $2.6B | $522.8M | $2.1B | 23 | 264 |
| Mar 2023 | $2.9B | $628.6M | $2.3B | 24 | 188 |
| Nov 2022 | $2.1B | $704.7M | $1.4B | 55 | 138 |
| Jul 2022 | $2.1B | $704.7M | $1.4B | 55 | 138 |
| Jun 2022 | $2.1B | $704.7M | $1.4B | 55 | 138 |
| Mar 2022 | $2.1B | $704.7M | $1.4B | 55 | 138 |
| Mar 2021 | $1.6B | $220.4M | $1.4B | 38 | 121 |
| Mar 2020 | $1.3B | $84.5M | $1.2B | 39 | 126 |
| Mar 2019 | $1.4B | $76.4M | $1.3B | 48 | 104 |
| May 2018 | $1.2B | $80M | $1.1B | 46 | 126 |
| Feb 2018 | $1.2B | $80M | $1.1B | 46 | 126 |
| Sep 2017 | $1.3B | $105M | $1.2B | 52 | 100 |
| Apr 2017 | $1.3B | $105M | $1.2B | 52 | 100 |
| Feb 2017 | $1.3B | $105M | $1.2B | 52 | 100 |
| May 2016 | $1.3B | $101M | $1.2B | 53 | 100 |
| Mar 2016 | $1.3B | $101M | $1.2B | 53 | 100 |
| Dec 2015 | $1.5B | $335M | $1.2B | 52 | 200 |
| May 2015 | $1.5B | $335M | $1.2B | 52 | 200 |
| Mar 2015 | $1.5B | $335M | $1.2B | 52 | 200 |
| Mar 2014 | $615.7M | $159.9M | $455.8M | 50 | 200 |
| Jan 2014 | $550M | $0 | $550M | 49 | 100 |
| Oct 2013 | $550M | $0 | $550M | 49 | 100 |
| Sep 2013 | $550M | $0 | $550M | 49 | 100 |
| Jun 2013 | $370M | $0 | $370M | 42 | 100 |
| May 2013 | $370M | $0 | $370M | 42 | 100 |
| Mar 2013 | $370M | $0 | $370M | 42 | 100 |
| Aug 2012 | $193.6M | $0 | $193.6M | 11 | 26 |
| Apr 2012 | $110M | $0 | $110M | 11 | 26 |
| Feb 2012 | $41.5M | $41.5M | $0 | 11 | 26 |
| Jul 2011 | $0 | $0 | $0 | -- | -- |
| May 2011 | $0 | $0 | $0 | -- | -- |
DateJun 2025
Total AUM$2.2B
Discretionary$374.6M
Non-Disc.$1.9B
Employees25
Clients292
DateMar 2025
Total AUM$2.2B
Discretionary$374.6M
Non-Disc.$1.9B
Employees25
Clients292
DateJul 2024
Total AUM$2.6B
Discretionary$522.8M
Non-Disc.$2.1B
Employees23
Clients264
DateMar 2024
Total AUM$2.6B
Discretionary$522.8M
Non-Disc.$2.1B
Employees23
Clients264
DateMar 2023
Total AUM$2.9B
Discretionary$628.6M
Non-Disc.$2.3B
Employees24
Clients188
DateNov 2022
Total AUM$2.1B
Discretionary$704.7M
Non-Disc.$1.4B
Employees55
Clients138
DateJul 2022
Total AUM$2.1B
Discretionary$704.7M
Non-Disc.$1.4B
Employees55
Clients138
DateJun 2022
Total AUM$2.1B
Discretionary$704.7M
Non-Disc.$1.4B
Employees55
Clients138
DateMar 2022
Total AUM$2.1B
Discretionary$704.7M
Non-Disc.$1.4B
Employees55
Clients138
DateMar 2021
Total AUM$1.6B
Discretionary$220.4M
Non-Disc.$1.4B
Employees38
Clients121
DateMar 2020
Total AUM$1.3B
Discretionary$84.5M
Non-Disc.$1.2B
Employees39
Clients126
DateMar 2019
Total AUM$1.4B
Discretionary$76.4M
Non-Disc.$1.3B
Employees48
Clients104
DateMay 2018
Total AUM$1.2B
Discretionary$80M
Non-Disc.$1.1B
Employees46
Clients126
DateFeb 2018
Total AUM$1.2B
Discretionary$80M
Non-Disc.$1.1B
Employees46
Clients126
DateSep 2017
Total AUM$1.3B
Discretionary$105M
Non-Disc.$1.2B
Employees52
Clients100
DateApr 2017
Total AUM$1.3B
Discretionary$105M
Non-Disc.$1.2B
Employees52
Clients100
DateFeb 2017
Total AUM$1.3B
Discretionary$105M
Non-Disc.$1.2B
Employees52
Clients100
DateMay 2016
Total AUM$1.3B
Discretionary$101M
Non-Disc.$1.2B
Employees53
Clients100
DateMar 2016
Total AUM$1.3B
Discretionary$101M
Non-Disc.$1.2B
Employees53
Clients100
DateDec 2015
Total AUM$1.5B
Discretionary$335M
Non-Disc.$1.2B
Employees52
Clients200
DateMay 2015
Total AUM$1.5B
Discretionary$335M
Non-Disc.$1.2B
Employees52
Clients200
DateMar 2015
Total AUM$1.5B
Discretionary$335M
Non-Disc.$1.2B
Employees52
Clients200
DateMar 2014
Total AUM$615.7M
Discretionary$159.9M
Non-Disc.$455.8M
Employees50
Clients200
DateJan 2014
Total AUM$550M
Discretionary$0
Non-Disc.$550M
Employees49
Clients100
DateOct 2013
Total AUM$550M
Discretionary$0
Non-Disc.$550M
Employees49
Clients100
DateSep 2013
Total AUM$550M
Discretionary$0
Non-Disc.$550M
Employees49
Clients100
DateJun 2013
Total AUM$370M
Discretionary$0
Non-Disc.$370M
Employees42
Clients100
DateMay 2013
Total AUM$370M
Discretionary$0
Non-Disc.$370M
Employees42
Clients100
DateMar 2013
Total AUM$370M
Discretionary$0
Non-Disc.$370M
Employees42
Clients100
DateAug 2012
Total AUM$193.6M
Discretionary$0
Non-Disc.$193.6M
Employees11
Clients26
DateApr 2012
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees11
Clients26
DateFeb 2012
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees11
Clients26
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--