Name

Allied Portfolio Management

Legal name

Allied Portfolio Management, Inc.

Website

https://alliedportfolio.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment advisory services
• Portfolio management
• Wealth management
• Retirement planning
• Fiduciary financial planning

Headquarters

HQ city

Arizona

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: Fee-only advisory firm charging fees for investment management and financial planning services

Distribution channels1 record

Core offering

Allied Portfolio Management is a fee-only SEC-registered investment advisory firm that provides personalized portfolio management services to affluent individuals. The firm constructs and manages diversified portfolios using institutional index and asset-class funds, applying a passive management style grounded in Modern Portfolio Theory principles to minimize risk and emotional decision-making. It also offers financial planning guidance including retirement planning, 401(k) rollover, pension distribution, and wealth preservation.

Product overview

Allied Portfolio Management operates as a single-service wealth management firm offering portfolio management as its primary offering. The firm provides investment advisory services centered on a passive management philosophy, utilizing institutional index and asset-class funds to construct diversified portfolios for clients. The core Portfolio Management Services encompasses portfolio design, ongoing management, and investment strategy implementation using evidence-based approaches.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Services Personalized investment portfolio design and ongoing management using institutional index and asset-class funds, with U.S. and international equity diversification aimed at affluent individuals, successful business owners, professionals, and retirees.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA serving affluent individuals and families with evidence-based investment planning. Closely comparable to Allied in philosophy (passive/index tilt), fee structure, and HNW target client base, though operating at significantly larger scale.
• Carson Wealth: Fee-only RIA consolidator serving HNW clients with personalized wealth management and active M&A roll-up strategy. Highly comparable to Allied's business model and to the Waterloo Capital acquisition pattern, though materially larger.
• Plante Moran Financial Advisors: Fee-only RIA serving HNW individuals and families, affiliated with a top accounting firm. Comparable to Allied in fee-only model, fiduciary orientation, and personalized service to affluent clients, though backed by a much larger professional services parent.
• Savant Wealth Management: Fee-only RIA serving affluent individuals, families, and business owners with comprehensive financial planning. Comparable to Allied in target clientele, fee-only philosophy, and personal advisor model, operating with similar scale.
• Moneta Group: Fee-only RIA serving HNW families with integrated investment, tax, and estate planning. Closely comparable to Allied on philosophy, clientele, and personalized CFO-style service model, with similar founder-led origins.
• Laird Norton Wealth Management: Independent, fee-only RIA providing personalized wealth management to HNW families and individuals. Shares Allied's fiduciary, evidence-based investment approach and focus on multi-generational wealth planning for affluent clientele.
• Waterloo Capital: Parent firm of Allied following the 2026 equity acquisition, offering institutional-grade wealth and family office services. Now the closest operational peer as Allied is integrated into Waterloo Capital's national platform serving HNW clients.

Broad incumbents

• Mercer Advisors: Large national fee-only RIA offering comprehensive wealth management to HNW clients, including investment advisory, tax, and estate planning. Operates at much greater scale than Allied but shares the fiduciary, fee-only model and HNW focus.
• Creative Planning: One of the largest independent fee-only RIAs in the U.S., serving high-net-worth individuals with holistic financial planning. Comparable to Allied in fee-only philosophy and HNW focus, though substantially larger and more diversified geographically.
• Edelman Financial Engines: National fee-only RIA combining traditional advisory with a leading 401(k) rollover and retirement-income franchise. Overlaps with Allied on HNW retirement planning, fee-only model, and passive investment tilt, but operates at far greater scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/allied-portfolio-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Allied Portfolio Management