Alliance Berstein
$159M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$53.8M
$117M
2023
2024
Same-firm comparison: 1 firms that reported Alliance Berstein in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Legacy Wealth Advisors, Llc | $117M | $348M | 33.5% | 03/20/2025 |
| Bespoke Advisory Llc | $42.8M | $105M | 40.8% | 03/25/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.