Alaris

Alaris Wealth Management

Website:

https://www.alarisacquisitions.com/

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Website:

https://www.alarisacquisitions.com/

Leadership Interview

Company Details

Approximate AUM

$28,000,000,000

Fee model

Fee Only Flexible

Number of employees

350

Custodians

Schwab

Fidelity - IWS

Raymond James

Pershing

Description

Founded in 1999, Alaris Wealth Management has grown into a trusted partner for financial advisors and their clients, now managing $28 billion in assets under management. The firm's mission is simple: to provide a holistic wealth management experience that empowers entrepreneurial advisors to focus on what they do best—building meaningful client relationships and delivering exceptional financial guidance. Alaris understands that successful advisors shouldn't be bogged down by operational complexities, compliance burdens, or administrative overhead. That's why the firm has built a comprehensive platform that handles the infrastructure, allowing partners to dedicate their energy to serving clients. As Alaris continues to grow, the firm is committed to being more than just a service provider—it's a home for independent-minded professionals who value autonomy, support, and a shared commitment to putting clients first. At Alaris, partner success is the firm's success, and the team is invested in helping advisors build thriving practices within a collaborative and resource-rich environment.

Locations

1735 Market Street Philadelphia PA 19103

225 Franklin Street Boston MA 2110

1325 Avenue of the Americas New York NY 10019

1901 6th Avenue North Birmingham AL 35203

3565 Piedmont Road NE Atlanta GA 30305

111 Corcoran Street Durham NC 27701

2828 Routh Street Dallas TX 75201

424 Church Street Nashville TN 37219

1200 Brickell Avenue Miami FL 33131

941 N Meridian Street Indianapolis IN 46204

200 S Orange Avenue Orlando FL 32801

1221 Lamar Street Houston TX 77010

300 E Long Lake Road Bloomfield Hills MI 48304

150 N Meramec Avenue Clayton MO 63105

777 East Wisconsin Avenue Milwaukee WI 53202

7301 W 129th Street Overland Park KS 66213

8000 Town Center Drive Broadview Heights OH 44147

250 Marquette Avenue Minneapolis MN 55401

233 S Wacker Drive Chicago IL 60606

320 W Capitol Avenue Cheyenne WY 82001

502 S 19th Avenue Bozeman MT 59718

138 S Main Street Salt Lake City UT 84101

1000 SW Broadway Portland OR 97205

1515 Wynkoop Street Denver CO 80202

201 E Washington St Phoenix AZ 85004

3800 Howard Hughes Pkwy Las Vegas NV 89169

10250 Santa Monica Blvd Los Angeles CA 90067

601 Union Street Seattle WA 98101

4150 Mission Blvd San Diego CA 92109

1250 Market Street San Francisco CA 94102

Services Offered

Tax Planning

Family Office Services

Corporate Trustee Services

Estate Planning

Financial Planning

Portfolio Management

Retirement / Income Planning

Insurance

Tax Preparation

Qualified / Non Qualified Plans

Recent News

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Match confidence

N/a

video Overview

Getting started

00:53

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management