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AllianceBernstein L.P.

Updated today

Total assets under management

$709,162,000,000

Total clients

22,036

100% high-net worth

Total advisors

871

of 3,994 employees

Firm size

Institution

2,000+ advisors or $250B+ in AUM

Average clients per advisor

25

Average account size

$32,181,975

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Asset allocation

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

AllianceBernstein L.P.

501 Commerce Street

Nashville TN 37203, United States

Number of offices

55

Advisors at this firm

Gelly L

Series 63, Series 65, Series 7

Seattle, WA

AllianceBernstein L.P.

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Wealth management Cross-border & expatriate issues Real estate investing General retirement planning Concentrated stock management Financial Professional FIRE (Financial Independence Retire Early) Established Professionals Approaching retirement Female Executives Women Business Owners
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Benjamin L

Series 63, Series 66

New York, NY

AllianceBernstein L.P.

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Jacob D

Series 63, Series 66

Los Angeles, CA

AllianceBernstein L.P.

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Emily W

Series 63, Series 65

Brooklyn, NY

AllianceBernstein L.P.

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Matthew D

CFA®, Series 63

Tampa, FL

AllianceBernstein L.P.

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Lisa S

Series 66

New York, NY

AllianceBernstein L.P.

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Andrew W

Series 66

Houston, TX

AllianceBernstein L.P.

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Tully M

CFA®, Series 66

New York, NY

AllianceBernstein L.P.

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James L

CFP®, Series 63, Series 65

Houston, TX

AllianceBernstein L.P.

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Jeremiah J

CFP®, Series 65

Dallas, TX

AllianceBernstein L.P.

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Christopher H

Series 66

Philadelphia, PA

AllianceBernstein L.P.

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Caroline D

CFP®, Series 63

San Diego, CA

AllianceBernstein L.P.

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Daniel G

Series 66

Nashville, TN

AllianceBernstein L.P.

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Paul B

Series 63, Series 65

New York, NY

AllianceBernstein L.P.

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Mark M

Series 66

New York, NY

AllianceBernstein L.P.

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