This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=6.0

Regulatory AUM

$272MItem 5.F on the latest filing (2026-06-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$272M

Private client RAUM

$263MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$54.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

1,006

Individual clients

528

High net worth clients

124

Custody, client assets

$31.9M

SEC number

801-125698

CRD

319679

Filings on the tape

22

First filed

Apr 18, 2022

Latest filed

Jun 22, 2026

Organised

Corporation, PA

Website

alliancefinancialofpa.com

• Occurred

  Apr 18, 2022
  First Form ADV filing

  Fox Financial, Inc Dba Alliance Financial filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8547ce2f-0c1b-abc2-2ee1-129fc4022a21

First observed

Apr 18, 2022

Last observed

Jun 22, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.