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| Efinancial Alliance LLC
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|---|---|
| CRD # | 161352 |
| SEC # | 801-127547 |
| CIK # | |
| AUM | 291.9 M (2026-04-16) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 615-224-8534 |
| Address | 840 Crescent Centre Dr Franklin, TN 37067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 247.1 |
| (b) Individuals (high net worth individuals) | 85 | 42.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 873 | 291.9 |
| By Discretionary | ||
| Discretionary | 873 | 291.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 873 | 291.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.9 | |
| Total | 873 | 291.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kilterhowling LLC
✚
|
CO | 292.9 M |
|
Hemming& Wealth Management Inc
✚
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MI | 292.6 M |
|
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NE | 292.2 M |
|
Cassady Wealth & Retirement Planning LLC
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|
JMN Financial LLC
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291.8 M | |
|
Madden Advisory Services Inc
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|
FL | 291.7 M |
|
McNaughton Wealth Management LLC
✚
|
CA | 291.6 M |
|
The Ellerson Group Inc
✚
|
MD | 291.2 M |
|
Kestrel Partners LLP
✚
|
291.0 M | |
|
EPIQ Partners LLC
✚
|
MN | 290.9 M |