Data / Investment advisers / Florida / Alianza Corp. Investment Advisor
Alianza Corp. Investment Advisor, Miami, FL: $204 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alianza Corp. Investment Advisor is an SEC registered investment adviser with its main office in Miami, Florida and reports $204 million in regulatory assets under management in its Form ADV filed October 2, 2026. Its clients include corporations and other businesses, individuals and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 323267
- SEC file number
- 801-132892
- SEC status
- Approved, effective May 30, 2025
- Main office
- 175 SW 7th St Suite 1703, Miami, FL 33135
- Phone
- (954) 330-1741
- Regulatory AUM
- $204,116,000 in the Form ADV filed October 2, 2026
- Discretionary AUM
- $41,524,000
- Non discretionary AUM
- $162,592,000
- Accounts
- 1,207
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 91 | $128.5 million |
| Individuals (other than high net worth individuals) | 1,107 | $61.3 million |
| High net worth individuals | 9 | $14.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $204.1 million | March 20, 2026 |
| December 1, 2025 | $108.9 million | September 16, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pare Partners II LLC | Miami | $210 million | 7 | adviserinfo.sec.gov |
| Advisory Investor Services LLC | Miami | $209.9 million | Not listed | adviserinfo.sec.gov |
| Ucap Americas | Miami | $208.2 million | Not listed | adviserinfo.sec.gov |
| 021 Investments LLC | Miami | $205 million | 3 | adviserinfo.sec.gov |
| Guardant Wealth Advisors | Miami | $204.4 million | Not listed | adviserinfo.sec.gov |
| Simetria Advisory Group LLC | Miami | $201.6 million | Not listed | adviserinfo.sec.gov |
| Level One Fund | Miami | $201.5 million | 2 | adviserinfo.sec.gov |
| Saul Wealth Advisors, LLC | Miami | $201.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving individuals
- Alianza Corp. Investment Advisor on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.