Alliant Wealth Advisors

Alliant Wealth Advisors (CRD# 116360) is a financial advisory firm headquartered in Woodbridge, VA. They manage $114,446,195 in 104 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $1,100,444
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, TX, VA

Financial Advisors at Alliant Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
John A. Frisch
CRD#: 1648645
4008 Genesee Place, Suite 201, Woodbridge, VA 22192
96
Wealthminder
score

John Frisch (CRD# 1648645) is an Investment Advisor Representative working at Alliant Wealth Advisors in Woodbridge, VA and has over 30 years of experience in the finance industry. John Frisch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey L. Schatz
CRD#: 5870381
4008 Genesee Place, Suite 201, Woodbridge, VA 22192
96
Wealthminder
score

Jeffrey Schatz (CRD# 5870381) is an Investment Advisor Representative working at Alliant Wealth Advisors in Woodbridge, VA and has over 7 years of experience in the finance industry. Jeffrey Schatz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Cheryl S. Parrish
CRD#: 1086327
4008 Genesee Place, Suite 201, Woodbridge, VA 22192
93
Wealthminder
score

Cheryl Parrish (CRD# 1086327) is an Investment Advisor Representative working at Alliant Wealth Advisors in Woodbridge, VA and has over 20 years of experience in the finance industry.

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