Alliant Wealth Advisors

  • Financial Services
  • Manassas VA
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
9161 Liberia Ave Ste 100, Manassas VA
Website
alliantwealth.com
Phone
(703) 878-9050
Employees
7
Founded in
1995
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$5B

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Who is Alliant Wealth Advisors

Alliant Wealth Advisors is an independent, fee-only financial advisory firm based in Virginia. The company serves clients from offices located in Reston and Manassas. Alliant is the largest fee-only firm and the largest registered investment advisory headquartered in Prince William County, VA, with a staff of 7 employees. Alliant Wealth Advisors provides a range of financial services, taking a holistic approach to wealth management. Their services are tailored to address the diverse financial needs and goals of their clients, encompassing all aspects of financial planning rather than focusing solely on investments. What sets Alliant apart is their commitment to transparency and client-centric service. As a fiduciary firm, they are legally obligated to prioritize their clients' interests above all else. They utilize proprietary software designed to streamline processes, saving clients time and ensuring efficiency. Their team boasts over three decades of experience in the financial industry, enabling them to provide insightful guidance and anticipate clients' needs. For more information about Alliant Wealth Advisors, please visit their website at alliantwealth.com.

Alliant Wealth Advisors Industry Tags

Wealth Management
Financial Planning
Investment Management
Company Retirement Plans
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Alliant Wealth Advisors Tech Stack

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FAQ

What is the location of Alliant Wealth Advisors's headquarters?
The headquarters of Alliant Wealth Advisors are situated at 9161 Liberia Ave Ste 100, Manassas VA
What is Alliant Wealth Advisors's phone number?
Alliant Wealth Advisors's contact number is (703) 878-9050.
What is Alliant Wealth Advisors's official website?
The official website of Alliant Wealth Advisors can be found at alliantwealth.com.
What is Alliant Wealth Advisors's current revenue?
As of May 2018, Alliant Wealth Advisors's annual revenue reached $5B.
How many employees does Alliant Wealth Advisors currently have?
Alliant Wealth Advisors employs approximately 7+ people as of May 2018
Which industries is Alliant Wealth Advisors primarily operating in?
Alliant Wealth Advisors operates in the following industries: Finance, Credit
What are Alliant Wealth Advisors's industry tags?
Alliant Wealth Advisors's industry tags include: Wealth Management, Financial Planning, Investment Management
When was Alliant Wealth Advisors founded?
Alliant Wealth Advisors was founded in 1995.

Employee Directory

Key Employees

Joe Walsh

Senior Vice President – Qualified Plans

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