Randall Sanada
Alliance Advisory & Securities · Westlake Village, California
Randall Sanada is a fee-only financial advisor at Alliance Advisory & Securities in Westlake Village, California, who holds the CFP credential. Alliance Advisory & Securities reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Alliance Advisory & Securities |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $687.4M across 2,748 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, ID, OR, TX, WA · CRD 2785856 |
| Exams passed | Series 63 (1996) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.allianceadvisory.com |
How Randall's firm compares
- Alliance Advisory & Securities's average account is about $250,000, from its Form ADV (assets managed divided by 2,748 accounts).
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Questions about Randall
Is Randall Sanada a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randall holds no broker registration, and Alliance Advisory & Securities reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Randall charge for financial advice?
Randall's firm, Alliance Advisory & Securities, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Randall Sanada based?
Randall Sanada is based in Westlake Village, California.
What credentials does Randall Sanada hold?
Randall Sanada holds the CFP credential.
Is Randall Sanada registered with the SEC?
Yes. Randall Sanada is registered as an investment adviser representative in AZ, CA, ID, OR, TX and WA (CRD 2785856), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alliance Advisory & Securities manage?
Alliance Advisory & Securities reports $687.4M across 2,748 accounts in assets under management.
How do I contact Randall Sanada?
Through Randall's website, www.allianceadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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